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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 %
CW
251
Connectus Wealth
Ohio
$7.14M -$977K -1,904 -12%
CNB
252
Czech National Bank
Czech Republic
$7.09M +$2.23M +4,346 +46%
SCM
253
Silvant Capital Management
Georgia
$6.98M – – –
AQR Capital Management
254
AQR Capital Management
Connecticut
$6.88M -$4.07M -7,939 -37%
AWM
255
Axxcess Wealth Management
California
$6.83M +$141K +274 +2%
URS
256
Utah Retirement Systems
Utah
$6.78M -$62.6K -122 -0.9%
TW
257
Transform Wealth
Colorado
$6.77M -$2.15M -4,195 -24%
CFG
258
Cambridge Financial Group
Ohio
$6.66M +$6.66M +12,985 New
Caisse de Depot et Placement du Quebec (CDPQ)
259
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$6.64M -$5.69M -11,086 -46%
PCH
260
Polar Capital Holdings
United Kingdom
$6.62M -$1.85M -3,612 -22%
CWM
261
CIBC World Markets
New York
$6.52M -$1.86M -3,632 -22%
SGA
262
Strategic Global Advisors
California
$6.47M +$2.76M +5,376 +74%
MC
263
Middleton & Co
Massachusetts
$6.45M -$194K -379 -3%
IG
264
ING Group
Netherlands
$6.44M -$774K -1,508 -11%
MML Investors Services
265
MML Investors Services
Massachusetts
$6.39M -$46.2K -90 -0.7%
NYLIM
266
New York Life Investment Management
New York
$6.28M -$104K -203 -2%
MOACM
267
Mutual of America Capital Management
New York
$6.27M -$832K -1,621 -12%
Mirae Asset Global Investments
268
Mirae Asset Global Investments
South Korea
$6.12M +$193K +376 +3%
ANTB
269
AMG National Trust Bank
Colorado
$6.07M +$15.4K +30 +0.3%
SOADOR
270
State of Alaska Department of Revenue
Alaska
$6.04M -$269K -525 -4%
EW
271
Evoke Wealth
California
$5.94M -$28.2K -55 -0.5%
Acadian Asset Management
272
Acadian Asset Management
Massachusetts
$5.91M -$7.79M -15,192 -57%
Teacher Retirement System of Texas
273
Teacher Retirement System of Texas
Texas
$5.81M +$2.44M +4,763 +73%
LCM
274
Logan Capital Management
Pennsylvania
$5.78M -$49.8K -97 -0.9%
TPM
275
Totem Point Management
New York
$5.71M -$3.71M -7,236 -39%
9 10
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