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MSCI
MSCI

Overview Fund Activity

808 hedge funds and large institutions have $33.4B invested in MSCI in 2023 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 279 increasing their positions, 329 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
808
Holders Change
-6
Holders Change %
-0.74%
% of All Funds
12.74%
Holding in Top 10
12
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-47.83%
% of All Funds
0.19%
New
88
Increased
279
Reduced
329
Closed
89
Calls
$146M
Puts
$68.3M
Net Calls
+$77.9M
Net Calls Change
+$31.6M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$256M
2
OCBV
Ownership Capital B.V.
Netherlands
+$130M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$113M
4
Citadel Advisors
Citadel Advisors
Florida
+$113M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$102M

Top Sellers

1
WCM Investment Management
WCM Investment Management
California
-$435M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$279M
3
DCP
Durable Capital Partners
Maryland
-$259M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$227M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$207M
Name Holding Trade Value Shares
Change 		Shares
Change %
X
251
Xponance
Pennsylvania
$7.49M -$873K -1,860 -10%
FHA
252
First Horizon Advisors
Tennessee
$7.48M +$1.99M +4,233 +36%
CW
253
Connectus Wealth
Ohio
$7.42M +$865K +1,843 +13%
KWILP
254
Kiwi Wealth Investments Limited Partnership
New Zealand
$7.41M – – –
II
255
IFM Investors
Australia
$7.32M +$585K +1,247 +9%
UCFA
256
United Capital Financial Advisors
Texas
$7.24M -$252K -537 -3%
JPMPWA
257
J.P. Morgan Private Wealth Advisors
California
$7.18M +$158K +336 +2%
ACIM
258
Azimuth Capital Investment Management
Michigan
$7.08M +$89.2K +190 +1%
SMDAM
259
Sumitomo Mitsui DS Asset Management
Japan
$7.05M +$1.57M +3,352 +29%
Credit Agricole
260
Credit Agricole
France
$7.02M +$397K +845 +6%
MFWM
261
Motley Fool Wealth Management
Virginia
$6.94M +$6.94M +14,798 New
HF
262
HRT Financial
New York
$6.83M +$6.83M +14,553 New
DnB Asset Management
263
DnB Asset Management
Norway
$6.61M +$155K +330 +2%
IG
264
ING Group
Netherlands
$6.6M +$2.65M +5,650 +67%
COPPSERS
265
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$6.55M +$191K +408 +3%
MOACM
266
Mutual of America Capital Management
New York
$6.5M +$616K +1,313 +10%
SCM
267
Silvant Capital Management
Georgia
$6.38M – – –
Mariner
268
Mariner
Kansas
$6.36M +$2.44M +5,191 +62%
URS
269
Utah Retirement Systems
Utah
$6.26M -$235K -500 -4%
AWM
270
Axxcess Wealth Management
California
$6.12M +$713K +1,520 +13%
FFAM
271
Forge First Asset Management
Canada
$6.1M +$5.8M +12,370 +1,995%
MC
272
Middleton & Co
Massachusetts
$6.08M -$80.7K -172 -1%
MML Investors Services
273
MML Investors Services
Massachusetts
$5.89M -$877K -1,869 -13%
NYLIM
274
New York Life Investment Management
New York
$5.84M -$24.4K -52 -0.4%
SOADOR
275
State of Alaska Department of Revenue
Alaska
$5.77M -$513K -1,094 -8%
9 10
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