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MSCI
MSCI

Overview Fund Activity

813 hedge funds and large institutions have $40.7B invested in MSCI in 2023 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 301 increasing their positions, 301 reducing their positions, and 76 closing their positions.

Holders
813
Holders Change
+16
Holders Change %
+2.01%
% of All Funds
13.01%
Holding in Top 10
23
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+43.75%
% of All Funds
0.37%
New
109
Increased
301
Reduced
301
Closed
76
Calls
$123M
Puts
$76.3M
Net Calls
+$46.3M
Net Calls Change
+$87.6M

Top Buyers

1
Amundi
1
Amundi
France
$379M
2
Capital World Investors
2
Capital World Investors
California
$497M
3
AIM
3
Alphinity Investment Management
Australia
$191M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$717M
5
PAM
5
PineStone Asset Management
Quebec, Canada
$181M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$746M
2
DZ Bank
2
DZ Bank
Germany
$23.5M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.14M
5
State Street
5
State Street
Massachusetts
$1.76B
Name Market Value Shares Shares
Change 		Shares
Change %
AM
226
AGF Management
Ontario, Canada
$8.97M 16,034 -29,416 -65%
UCFA
227
United Capital Financial Advisors
Texas
$8.93M 15,961 -211 -1%
KWILP
228
Kiwi Wealth Investments Limited Partnership
New Zealand
$8.84M 15,795 -2,807 -15%
AAF
229
Andra AP-fonden
Sweden
$8.56M 15,300 -400 -3%
EAM
230
EULAV Asset Management
Florida
$8.4M 15,000 +2,000 +15%
JPMPWA
231
J.P. Morgan Private Wealth Advisors
California
$8.37M 14,958 -299 -2%
ACIM
232
Azimuth Capital Investment Management
Michigan
$8.34M 14,899 +543 +4%
OSAM
233
O'Shaughnessy Asset Management
Connecticut
$8.32M 14,864 +7,050 +90%
SAM
234
Shell Asset Management
Netherlands
$8.28M 14,800 +7,192 +95%
CS
235
Candriam SCA
Luxembourg
$8.27M 16,062 -16,610 -51%
FRAF
236
Första AP-fonden
Sweden
$8.23M 14,700 -3,400 -19%
QCMNJ
237
Quantum Capital Management (New Jersey)
New Jersey
$8.22M 14,688 -18,906 -56%
MML Investors Services
238
MML Investors Services
Massachusetts
$8.07M 14,416 -505 -3%
II
239
IFM Investors
Australia
$8.03M 14,349 +299 +2%
Skandinaviska Enskilda Banken (SEB)
240
Skandinaviska Enskilda Banken (SEB)
Sweden
$7.91M 14,136 +75 +0.5%
Credit Agricole
241
Credit Agricole
France
$7.9M 14,122 +340 +2%
Point72 Asset Management
242
Point72 Asset Management
Connecticut
$7.88M 14,076 +14,076 New
WBC
243
Westpac Banking Corp
Australia
$7.85M 14,025 -6,409 -31%
CW
244
Connectus Wealth
Ohio
$7.82M 13,970 +131 +0.9%
JWM
245
Jessup Wealth Management
Ohio
$7.75M 13,851 +2,464 +22%
URS
246
Utah Retirement Systems
Utah
$7.75M 13,842 +35 +0.3%
DnB Asset Management
247
DnB Asset Management
Norway
$7.7M 13,761 +1,100 +9%
LA
248
LBP AM
France
$7.69M 13,742 +3,444 +33%
SCM
249
Silvant Capital Management
Georgia
$7.61M 13,603 – –
COPPSERS
250
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$7.59M 13,555 +39 +0.3%
8 9
10
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