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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 %
PNC Financial Services Group
276
PNC Financial Services Group
Pennsylvania
$5.75M +$27.2K +58 +0.5%
FAF
277
Fjarde Ap-fonden
Sweden
$5.73M +$46.9K +100 +0.8%
Stifel Financial
278
Stifel Financial
Missouri
$5.67M -$3.54M -7,529 -38%
ANTB
279
AMG National Trust Bank
Colorado
$5.54M – – –
SEC
280
Seven Eight Capital
New York
$5.51M +$5.51M +11,731 New
EW
281
Evoke Wealth
California
$5.46M +$448K +954 +9%
Mirae Asset Global Investments
282
Mirae Asset Global Investments
South Korea
$5.42M -$11.3M -23,982 -67%
BWP
283
Baldwin Wealth Partners
Massachusetts
$5.35M -$53K -113 -1%
LCM
284
Logan Capital Management
Pennsylvania
$5.33M -$22.1K -47 -0.4%
JF
285
Jump Financial
Illinois
$5.29M +$1.99M +4,230 +60%
YCM
286
Yousif Capital Management
Michigan
$5.15M +$84K +179 +2%
OSAM
287
O'Shaughnessy Asset Management
Connecticut
$5.02M -$1.96M -4,167 -28%
AWM
288
AE Wealth Management
Kansas
$4.98M +$1.08M +2,309 +28%
KJHP
289
K.J. Harrison & Partners
Ontario, Canada
$4.98M -$234K -500 -4%
BAM
290
Bell Asset Management
Australia
$4.63M +$4.63M +9,874 New
II
291
Inspire Investing
Idaho
$4.61M -$295K -628 -6%
SG Americas Securities
292
SG Americas Securities
New York
$4.61M +$2.11M +4,491 +84%
FIM
293
Fernwood Investment Management
Massachusetts
$4.55M +$407K +864 +10%
SAM
294
Shell Asset Management
Netherlands
$4.52M -$2.43M -5,179 -35%
AA
295
ALPS Advisors
Colorado
$4.51M -$115K -245 -2%
CNB
296
Czech National Bank
Czech Republic
$4.45M +$26.8K +57 +0.6%
ELI
297
Empire Life Investments
Ontario, Canada
$4.33M -$1.84M -3,922 -30%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
298
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.27M +$755K +1,609 +21%
NAM
299
Nissay Asset Management
Japan
$4.23M -$63.4K -135 -1%
CM
300
Crestline Management
Texas
$4.22M +$4.22M +8,997 New
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