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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 %
AWM
276
AE Wealth Management
Kansas
$5.6M +$156K +304 +3%
BWP
277
Baldwin Wealth Partners
Massachusetts
$5.52M -$331K -645 -6%
YCM
278
Yousif Capital Management
Michigan
$5.4M -$227K -442 -4%
KJHP
279
K.J. Harrison & Partners
Ontario, Canada
$5.36M -$103K -200 -2%
JPMPWA
280
J.P. Morgan Private Wealth Advisors
California
$5.1M -$2.74M -5,350 -35%
BAM
281
Bell Asset Management
Australia
$5.08M +$14.4K +28 +0.3%
FIM
282
Fernwood Investment Management
Massachusetts
$5M +$37K +72 +0.7%
NAM
283
Nissay Asset Management
Japan
$4.76M +$141K +274 +3%
Daiwa Securities Group
284
Daiwa Securities Group
Japan
$4.74M +$509K +992 +12%
ELI
285
Empire Life Investments
Ontario, Canada
$4.71M -$16.4K -32 -0.3%
CSPIA
286
Cary Street Partners Investment Advisory
Virginia
$4.7M +$91.3K +178 +2%
Mackenzie Financial
287
Mackenzie Financial
Ontario, Canada
$4.49M +$295K +595 +7%
VA
288
Vident Advisory
Georgia
$4.4M +$4.4M +8,570 New
Bank of Nova Scotia
289
Bank of Nova Scotia
Ontario, Canada
$4.39M -$39.6M -77,091 -90%
MJRIC
290
Mogy Joel R Investment Counsel
California
$4.38M +$1.84M +3,583 +72%
RJFSA
291
Raymond James Financial Services Advisors
Florida
$4.35M +$112K +218 +3%
CAM
292
Cresset Asset Management
Illinois
$4.23M +$2.71M +5,279 +178%
II
293
Inspire Investing
Idaho
$4.13M -$910K -1,773 -18%
TPCW
294
TD Private Client Wealth
New York
$4.08M -$204K -398 -5%
DCM
295
Donaldson Capital Management
Indiana
$4.07M +$90.3K +176 +2%
VPIM
296
Vanguard Personalized Indexing Management
California
$4.05M +$218K +424 +6%
CHAM
297
Clear Harbor Asset Management
Connecticut
$4.03M -$79K -154 -2%
AI
298
Atria Investments
North Carolina
$3.88M +$710K +1,384 +22%
CA
299
Cornerstone Advisors
North Carolina
$3.8M +$205K +400 +6%
Envestnet Portfolio Solutions
300
Envestnet Portfolio Solutions
Illinois
$3.79M +$3.79M +7,383 New
10 11
12
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