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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 %
First Trust Advisors
276
First Trust Advisors
Illinois
$5.73M 10,240 +4,085 +66%
AA
277
ALPS Advisors
Colorado
$5.51M 9,851 +124 +1%
Ensign Peak Advisors
278
Ensign Peak Advisors
Utah
$5.44M 9,715 +1,577 +19%
Fayez Sarofim & Co
279
Fayez Sarofim & Co
Texas
$5.37M 9,600 +9,600 New
CNB
280
Czech National Bank
Czech Republic
$5.27M 9,420 +61 +0.7%
CGH
281
Crossmark Global Holdings
Texas
$5.27M 9,407 +4,955 +111%
NAM
282
Nissay Asset Management
Japan
$5.12M 9,143 -351 -4%
VIA
283
Vident Investment Advisory
Georgia
$5.1M 9,120 -5,511 -38%
LOAME
284
Lombard Odier Asset Management (Europe)
United Kingdom
$5.04M 9,000 +1,750 +24%
FIM
285
Freedom Investment Management
Connecticut
$4.99M 8,914 -1,266 -12%
CSPIA
286
Cary Street Partners Investment Advisory
Virginia
$4.97M 8,878 +121 +1%
FIM
287
Fernwood Investment Management
Massachusetts
$4.92M 8,798 +78 +0.9%
WorldQuant Millennium Advisors
288
WorldQuant Millennium Advisors
New York
$4.86M 8,687 -18,815 -68%
TPCW
289
TD Private Client Wealth
New York
$4.71M 8,413 -214 -2%
IG
290
ING Group
Netherlands
$4.7M 8,404 -5,191 -38%
Mariner
291
Mariner
Kansas
$4.68M 8,369 +463 +6%
AWM
292
AE Wealth Management
Kansas
$4.65M 8,306 -124 -1%
Daiwa Securities Group
293
Daiwa Securities Group
Japan
$4.56M 8,146 -201 -2%
US Bancorp
294
US Bancorp
Minnesota
$4.51M 8,065 -36 -0.4%
CIS
295
Capital International Sarl
California
$4.47M 7,995 +7,995 New
DCM
296
Donaldson Capital Management
Indiana
$4.43M 7,920 +60 +0.8%
AQR Capital Management
297
AQR Capital Management
Connecticut
$4.37M 7,896 -713 -8%
CCFCSB
298
Cape Cod Five Cents Savings Bank
Massachusetts
$4.36M 7,792 +282 +4%
TRSOTSOK
299
Teachers Retirement System of the State of Kentucky
Kentucky
$4.25M 7,598 – –
VPIM
300
Vanguard Personalized Indexing Management
California
$4.2M 7,505 -283 -4%
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