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829 hedge funds and large institutions have $36.7B invested in MSCI in 2023 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 304 increasing their positions, 315 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 74

10% more capital invested

Capital invested by funds: $33.5B → $36.7B (+$3.24B)

2% more funds holding

Funds holding: 812829 (+17)

1.36% more ownership

Funds ownership: 88.96%90.32% (+1.4%)

9% more call options, than puts

Call options by funds: $193M | Put options by funds: $178M

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

3% less repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 315

Holders
829
Holders Change
+17
Holders Change %
+2.09%
% of All Funds
13.16%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
98
Increased
304
Reduced
315
Closed
74
Calls
$193M
Puts
$178M
Net Calls
+$15.2M
Net Calls Change
-$62.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vontobel Holding
176
Vontobel Holding
Switzerland
$16.1M +$441K +840 +3%
KWILP
177
Kiwi Wealth Investments Limited Partnership
New Zealand
$15.8M +$7.85M +14,936 +95%
LFDLE
178
La Financiere de L'Echiquier
France
$15.6M -$1.68M -3,200 -9%
PAI
179
Pittenger & Anderson Inc
Nebraska
$15.3M -$182K -346 -1%
Man Group
180
Man Group
United Kingdom
$15.3M -$13.7M -26,140 Closed
EAM
181
Eventide Asset Management
Massachusetts
$15.2M -$416K -792 -3%
Royal London Asset Management
182
Royal London Asset Management
United Kingdom
$15.2M +$1.37M +2,611 +10%
Voloridge Investment Management
183
Voloridge Investment Management
Florida
$15.1M +$1.7M +3,227 +12%
GF
184
Gabelli Funds
New York
$15M +$1.58M +3,000 +11%
Truist Financial
185
Truist Financial
North Carolina
$14.6M -$120K -229 -0.8%
TYCC
186
Texas Yale Capital Corp
Florida
$14.5M
SPC
187
Stony Point Capital
New York
$14.4M +$1.02M +1,942 +7%
M&T Bank
188
M&T Bank
New York
$14.1M -$859K -1,635 -6%
Rafferty Asset Management
189
Rafferty Asset Management
New York
$14M +$441K +840 +3%
LCAM
190
London & Capital Asset Management
United Kingdom
$13.8M +$843K +1,604 +6%
Nisa Investment Advisors
191
Nisa Investment Advisors
Missouri
$13.7M -$47.3K -90 -0.3%
Squarepoint
192
Squarepoint
New York
$13.5M -$32.7M -62,238 -70%
Comerica Bank
193
Comerica Bank
Texas
$13.2M +$13.5M +25,645 New
CWG
194
C WorldWide Group
Denmark
$12.9M +$46.8K +89 +0.4%
CF
195
Cantor Fitzgerald
New York
$12.9M -$525 -1 -0%
Zurich Cantonal Bank
196
Zurich Cantonal Bank
Switzerland
$12.6M +$903K +1,718 +7%
Aberdeen Group
197
Aberdeen Group
United Kingdom
$12.4M -$456K -867 -3%
CCM
198
Copeland Capital Management
Pennsylvania
$12.1M -$308K -587 -2%
2
199
2Xideas
Switzerland
$12M +$1.33M +2,537 +12%
ASRS
200
Arizona State Retirement System
Arizona
$11.6M -$118K -224 -1%