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MSCI
MSCI

Overview Fund Activity

825 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, 303 increasing their positions, 312 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
825
Holders Change
+17
Holders Change %
+2.1%
% of All Funds
13.15%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
98
Increased
303
Reduced
312
Closed
74
Calls
$193M
Puts
$178M
Net Calls
+$15.2M
Net Calls Change
-$62.7M

Top Buyers

1
Edgewood Management
Edgewood Management
Connecticut
$632M
2
PAM
PineStone Asset Management
Quebec, Canada
$241M
3
Principal Financial Group
Principal Financial Group
Iowa
$391M
4
American Century Companies
American Century Companies
Missouri
$493M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
$125M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$20.3M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$276M
3
AllianceBernstein
AllianceBernstein
Tennessee
$1.21B
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.27B
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$65.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Retirement Systems of Alabama
226
Retirement Systems of Alabama
Alabama
$9.18M -$161K -313 -2%
FHA
227
First Horizon Advisors
Tennessee
$8.99M +$813K +1,585 +10%
DILIC
228
Dai-ichi Life Insurance Company
Japan
$8.88M -$162K -315 -2%
MGWM
229
Marks Group Wealth Management
Minnesota
$8.84M +$58K +113 +0.7%
PIM
230
Progressive Investment Management
Oregon
$8.72M -$109K -212 -1%
SAM
231
Shell Asset Management
Netherlands
$8.7M +$3.77M +7,341 +76%
SMDAM
232
Sumitomo Mitsui DS Asset Management
Japan
$8.68M +$969K +1,889 +13%
AAF
233
Andra AP-fonden
Sweden
$8.57M +$103K +200 +1%
TAM
234
Thematics Asset Management
France
$8.51M -$1.39M -2,716 -14%
II
235
IFM Investors
Australia
$8.38M +$379K +739 +5%
CCFCSB
236
Cape Cod Five Cents Savings Bank
Massachusetts
$8.25M +$4.15M +8,090 +101%
Credit Agricole
237
Credit Agricole
France
$8.18M +$503K +980 +7%
X
238
Xponance
Pennsylvania
$8.16M -$27.2K -53 -0.3%
COPPSERS
239
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$8.16M +$995K +1,939 +14%
UCFA
240
United Capital Financial Advisors
Texas
$8.08M +$170K +332 +2%
MFWM
241
Motley Fool Wealth Management
Virginia
$7.88M +$287K +560 +4%
ACIM
242
Azimuth Capital Investment Management
Michigan
$7.83M +$85.2K +166 +1%
PP
243
Prudential plc
United Kingdom
$7.66M -$1.85M -3,613 -19%
DnB Asset Management
244
DnB Asset Management
Norway
$7.53M +$301K +587 +4%
Ensign Peak Advisors
245
Ensign Peak Advisors
Utah
$7.48M -$2.84M -5,543 -28%
PNC Financial Services Group
246
PNC Financial Services Group
Pennsylvania
$7.45M +$1.17M +2,274 +19%
Stifel Financial
247
Stifel Financial
Missouri
$7.4M +$1.21M +2,350 +19%
Mariner
248
Mariner
Kansas
$7.3M +$347K +677 +5%
OSAM
249
O'Shaughnessy Asset Management
Connecticut
$7.23M +$1.74M +3,385 +32%
FAF
250
Fjarde Ap-fonden
Sweden
$7.2M +$938K +1,828 +15%
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