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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.41B -$59.9M -114,028 -1%
BlackRock
2
BlackRock
New York
$3.47B +$102M +194,283 +3%
State Street
3
State Street
Massachusetts
$1.62B -$40.1M -76,350 -2%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.27B -$93.7M -178,221 -7%
AllianceBernstein
5
AllianceBernstein
Tennessee
$1.21B -$96.4M -183,377 -7%
BAMCO Inc
6
BAMCO Inc
New York
$1.16B +$7.98M +15,184 +0.7%
Capital Research Global Investors
7
Capital Research Global Investors
California
$1.12B +$72.9M +138,713 +7%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$972M +$16M +30,528 +2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$868M +$5.56M +10,577 +0.6%
Capital International Investors
10
Capital International Investors
California
$808M +$1.98M +3,770 +0.2%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$749M +$94.3M +179,508 +14%
Fiera Capital (Canada)
12
Fiera Capital (Canada)
Quebec, Canada
$734M -$73.4M -139,754 -9%
SGA
13
Sustainable Growth Advisers
Connecticut
$683M -$31.3M -59,576 -4%
Edgewood Management
14
Edgewood Management
Connecticut
$632M +$648M +1,232,721 New
Brown Advisory
15
Brown Advisory
Maryland
$510M -$13.9M -26,362 -3%
American Century Companies
16
American Century Companies
Missouri
$493M +$124M +235,290 +32%
Norges Bank
17
Norges Bank
Norway
$444M -$17.6M -33,406 -4%
JP Morgan Chase
18
JP Morgan Chase
New York
$407M -$2.51M -4,786 -0.6%
Morgan Stanley
19
Morgan Stanley
New York
$394M +$3.77M +7,183 +0.9%
Principal Financial Group
20
Principal Financial Group
Iowa
$391M +$150M +284,513 +60%
Bank of America
21
Bank of America
North Carolina
$388M +$11.5M +21,940 +3%
Northern Trust
22
Northern Trust
Illinois
$361M +$9.92M +18,877 +3%
Amundi
23
Amundi
France
$326M -$59.7M -113,607 -15%
Franklin Resources
24
Franklin Resources
California
$323M -$50.7M -96,445 -13%
Capital World Investors
25
Capital World Investors
California
$300M +$69.9K +133 +0%