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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
+$173M
3
Principal Financial Group
Principal Financial Group
Iowa
+$146M
4
American Century Companies
American Century Companies
Missouri
+$121M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
+$103M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$105M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$103M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$94.1M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$91.4M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$79M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
301
Fifth Third Bancorp
Ohio
$3.77M +$7.18K +14 +0.2%
ACM
302
Advisors Capital Management
New Jersey
$3.77M +$3.77M +7,342 New
IGAM
303
iA Global Asset Management
Quebec, Canada
$3.75M -$545K -1,062 -13%
GIBU
304
Gulf International Bank (UK)
United Kingdom
$3.74M -$434K -845 -10%
AAIS
305
ABN AMRO Investment Solutions
$3.73M +$1.08M +2,114 +41%
BCIM
306
British Columbia Investment Management
British Columbia, Canada
$3.73M +$30.3K +59 +0.8%
FCI
307
Financial Counselors Inc
Kansas
$3.72M +$75.9K +148 +2%
TRSOTSOK
308
Teachers Retirement System of the State of Kentucky
Kentucky
$3.7M – – –
Twin Tree Management
309
Twin Tree Management
Texas
$3.66M -$11.2M -21,792 -75%
PI
310
PGGM Investments
Netherlands
$3.66M – – –
Commonwealth Equity Services
311
Commonwealth Equity Services
Massachusetts
$3.61M +$460K +897 +15%
BNP Paribas Asset Management
312
BNP Paribas Asset Management
France
$3.6M +$699K +1,362 +24%
Cerity Partners
313
Cerity Partners
New York
$3.55M -$486K -948 -12%
ClearBridge Investments
314
ClearBridge Investments
New York
$3.5M +$525K +1,024 +18%
SRAM
315
Spouting Rock Asset Management
Pennsylvania
$3.48M +$1.7M +3,319 +96%
LFAS
316
Level Four Advisory Services
Texas
$3.44M +$106K +206 +3%
EP
317
Edgestream Partners
New Jersey
$3.38M -$897K -1,748 -21%
Wealthfront Advisers
318
Wealthfront Advisers
California
$3.34M -$89.3K -174 -3%
Creative Planning
319
Creative Planning
Kansas
$3.31M +$163K +317 +5%
CIS
320
Capital International Sarl
California
$3.31M -$813K -1,585 -20%
FC
321
FORA Capital
Florida
$3.31M +$515K +1,003 +18%
KRS
322
Kentucky Retirement Systems
Kentucky
$3.3M -$2.05K -4 -0.1%
Jacobs Levy Equity Management
323
Jacobs Levy Equity Management
New Jersey
$3.29M +$3.03M +5,907 +1,151%
CS
324
Candriam SCA
Luxembourg
$3.16M -$165K -321 -5%
OPERF
325
Oregon Public Employees Retirement Fund
Oregon
$3.15M -$31.3K -61 -1%
11 12
13
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