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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 %
PI
326
PGGM Investments
Netherlands
$3.34M – – –
FCI
327
Financial Counselors Inc
Kansas
$3.33M -$27.2K -58 -0.8%
CA
328
Cornerstone Advisors
North Carolina
$3.29M – – –
SF
329
Synovus Financial
Georgia
$3.22M -$262K -559 -8%
Wealthfront Advisers
330
Wealthfront Advisers
California
$3.14M +$92.5K +197 +3%
SAM
331
Securian Asset Management
Minnesota
$3.14M -$46.9K -100 -1%
Teacher Retirement System of Texas
332
Teacher Retirement System of Texas
Texas
$3.08M -$12M -25,624 -80%
LFAS
333
Level Four Advisory Services
Texas
$3.05M +$84.9K +181 +3%
CS
334
Candriam SCA
Luxembourg
$3.04M -$4.5M -9,581 -60%
KRS
335
Kentucky Retirement Systems
Kentucky
$3.02M +$54K +115 +2%
ESCM
336
Echo Street Capital Management
New York
$2.97M +$2.97M +6,329 New
CGH
337
Crossmark Global Holdings
Texas
$2.94M -$2.24M -4,067 -43%
OPERF
338
Oregon Public Employees Retirement Fund
Oregon
$2.91M +$5.63K +12 +0.2%
AI
339
Atria Investments
North Carolina
$2.9M +$1.8M +3,846 +164%
Creative Planning
340
Creative Planning
Kansas
$2.88M -$113K -240 -4%
Commonwealth Equity Services
341
Commonwealth Equity Services
Massachusetts
$2.88M -$6.35M -13,534 -69%
MSRPS
342
Maryland State Retirement & Pension System
Maryland
$2.79M -$82.6K -176 -3%
HIMCH
343
Hartford Investment Management Co (HIMCO)
Connecticut
$2.74M -$522K -1,112 -16%
EDRH
344
Edmond de Rothschild Holding
Switzerland
$2.73M +$830K +1,769 +44%
ClearBridge Investments
345
ClearBridge Investments
New York
$2.72M +$1.83M +3,904 +206%
EI
346
Ethic Inc
New York
$2.72M +$13.1K +28 +0.5%
Bessemer Group
347
Bessemer Group
New Jersey
$2.7M -$194K -413 -7%
BNP Paribas Asset Management
348
BNP Paribas Asset Management
France
$2.66M -$557K -1,187 -17%
TC
349
Tsai Capital
New York
$2.65M +$1.09M +2,325 +70%
KC
350
Kingfisher Capital
North Carolina
$2.62M -$57.2K -122 -2%
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