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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 %
CSPIA
301
Cary Street Partners Investment Advisory
Virginia
$4.22M +$50.7K +108 +1%
Mackenzie Financial
302
Mackenzie Financial
Ontario, Canada
$4M -$2.33M -4,925 -37%
VIA
303
Vident Investment Advisory
Georgia
$4M -$280K -596 -7%
VF
304
Virtu Financial
New York
$3.99M +$3.99M +8,499 New
IGAM
305
iA Global Asset Management
Quebec, Canada
$3.93M +$3.93M +8,372 New
TPCW
306
TD Private Client Wealth
New York
$3.92M -$27.7K -59 -0.7%
EP
307
Edgestream Partners
New Jersey
$3.91M +$2.58M +5,503 +194%
WorldQuant Millennium Advisors
308
WorldQuant Millennium Advisors
New York
$3.89M -$183K -391 -5%
RJFSA
309
Raymond James Financial Services Advisors
Florida
$3.87M +$567K +1,209 +17%
Daiwa Securities Group
310
Daiwa Securities Group
Japan
$3.87M +$44.1K +94 +1%
GIBU
311
Gulf International Bank (UK)
United Kingdom
$3.82M -$1.11M -2,365 -23%
CIS
312
Capital International Sarl
California
$3.77M +$18.8K +40 +0.5%
CHAM
313
Clear Harbor Asset Management
Connecticut
$3.76M +$957K +2,038 +34%
CCFCSB
314
Cape Cod Five Cents Savings Bank
Massachusetts
$3.75M +$92.9K +198 +3%
FIM
315
Freedom Investment Management
Connecticut
$3.72M -$466K -993 -11%
Cerity Partners
316
Cerity Partners
New York
$3.69M -$35.7K -76 -1%
PCM
317
Prana Capital Management
Connecticut
$3.64M +$3.64M +7,759 New
DCM
318
Donaldson Capital Management
Indiana
$3.64M -$77.9K -166 -2%
Fayez Sarofim & Co
319
Fayez Sarofim & Co
Texas
$3.57M -$939K -2,000 -21%
VPIM
320
Vanguard Personalized Indexing Management
California
$3.51M -$16.4K -35 -0.5%
Fifth Third Bancorp
321
Fifth Third Bancorp
Ohio
$3.44M +$49.7K +106 +1%
SGA
322
Strategic Global Advisors
California
$3.39M +$1.63M +3,473 +92%
BCIM
323
British Columbia Investment Management
British Columbia, Canada
$3.39M +$37.1K +79 +1%
TRSOTSOK
324
Teachers Retirement System of the State of Kentucky
Kentucky
$3.38M -$186K -396 -5%
DZ Bank
325
DZ Bank
Germany
$3.36M -$16.3M -34,888 -83%
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