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MSCI
MSCI

Overview Fund Activity

870 hedge funds and large institutions have $40.7B invested in MSCI in 2023 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 316 increasing their positions, 339 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
870
Holders Change
+45
Holders Change %
+5.45%
% of All Funds
12.75%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
112
Increased
316
Reduced
339
Closed
56
Calls
$222M
Puts
$204M
Net Calls
+$18.3M
Net Calls Change
+$3.16M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$922M
2
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$332M
3
Millennium Management
Millennium Management
New York
$174M
4
Capital International Investors
Capital International Investors
California
$976M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
$354M

Top Sellers

1
AIM
Alphinity Investment Management
Australia
$0
2
AllianceBernstein
AllianceBernstein
Tennessee
$1.13B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$963M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$6.02M
5
AI
Axiom Investors
Connecticut
$150K
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
251
Shell Asset Management
Netherlands
$7.62M -$1.97M -3,485 -21%
TW
252
Transform Wealth
Colorado
$7.52M +$57.1K +101 +0.8%
URS
253
Utah Retirement Systems
Utah
$7.51M +$30.5K +54 +0.4%
BBVA
254
Banco Bilbao Vizcaya Argentaria
Spain
$7.46M -$4.7M -8,312 -39%
BAM
255
Bell Asset Management
Australia
$7.35M +$1.75M +3,099 +31%
AQR Capital Management
256
AQR Capital Management
Connecticut
$7.31M -$273K -483 -4%
VIM
257
Vancity Investment Management
British Columbia, Canada
$7.29M -$12.7M -22,446 -64%
MC
258
Middleton & Co
Massachusetts
$7.16M +$47.5K +84 +0.7%
CFG
259
Cambridge Financial Group
Ohio
$7.05M -$298K -527 -4%
Public Sector Pension Investment Board (PSP Investments)
260
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7M -$3.42M -6,044 -33%
NYLIM
261
New York Life Investment Management
New York
$6.96M +$41.3K +73 +0.6%
MWM
262
Modera Wealth Management
New Jersey
$6.78M -$5.65M -9,995 -45%
ANTB
263
AMG National Trust Bank
Colorado
$6.7M +$3.39K +6 +0.1%
MOACM
264
Mutual of America Capital Management
New York
$6.6M -$316K -558 -5%
MJRIC
265
Mogy Joel R Investment Counsel
California
$6.56M +$1.74M +3,075 +36%
Squarepoint
266
Squarepoint
New York
$6.33M -$8.61M -15,220 -58%
Mirae Asset Global Investments
267
Mirae Asset Global Investments
South Korea
$6.18M -$571K -1,009 -8%
SOADOR
268
State of Alaska Department of Revenue
Alaska
$6.18M -$483K -855 -7%
TRCT
269
Tower Research Capital (TRC)
New York
$6.13M +$3.34M +5,901 +120%
LCM
270
Logan Capital Management
Pennsylvania
$6.09M -$283K -501 -4%
Janus Henderson Group
271
Janus Henderson Group
United Kingdom
$6.02M -$98.2M -173,708 -94%
BWP
272
Baldwin Wealth Partners
Massachusetts
$5.97M -$113K -200 -2%
Commonwealth Equity Services
273
Commonwealth Equity Services
Massachusetts
$5.94M +$1.96M +3,467 +49%
KJHP
274
K.J. Harrison & Partners
Ontario, Canada
$5.9M -$5.09K -9 -0.1%
AAM
275
Ardevora Asset Management
United Kingdom
$5.85M -$4.72M -8,342 -45%
9 10
11
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