MSCI icon

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 %
SF
326
Synovus Financial
Georgia
$3.15M -$374K -728 -11%
TC
327
Tsai Capital
New York
$3.14M +$239K +466 +8%
DZ Bank
328
DZ Bank
Germany
$3.12M -$558K -1,091 -15%
MSRPS
329
Maryland State Retirement & Pension System
Maryland
$3.05M – – –
EDRH
330
Edmond de Rothschild Holding
Switzerland
$2.98M -$3.59K -7 -0.1%
SICM
331
Sustainable Insight Capital Management
New York
$2.91M +$2.91M +5,666 New
SAM
332
Securian Asset Management
Minnesota
$2.89M -$534K -1,041 -16%
HIMCH
333
Hartford Investment Management Co (HIMCO)
Connecticut
$2.88M -$115K -224 -4%
KC
334
Kingfisher Capital
North Carolina
$2.87M +$7.18K +14 +0.3%
NEI
335
Northwest & Ethical Investments
Ontario, Canada
$2.84M +$1.01M +1,968 +55%
RI
336
Redwood Investments
Massachusetts
$2.84M -$23.6K -46 -0.8%
API
337
Advisor Partners II
California
$2.81M +$92.9K +181 +3%
QT
338
Quantbot Technologies
New York
$2.79M -$9.15M -17,833 -77%
EI
339
Ethic Inc
New York
$2.77M -$201K -392 -7%
BS
340
Banco Santander
Spain
$2.76M -$90.3K -176 -3%
AssetMark Inc
341
AssetMark Inc
California
$2.76M +$394K +768 +17%
Bessemer Group
342
Bessemer Group
New Jersey
$2.74M -$215K -420 -7%
CGH
343
Crossmark Global Holdings
Texas
$2.65M -$135K -259 -5%
AIM
344
Aurora Investment Managers
Florida
$2.63M -$191K -373 -7%
US Bancorp
345
US Bancorp
Minnesota
$2.61M +$95K +185 +4%
N
346
Natixis
France
$2.58M +$389K +758 +18%
PMEF
347
Point72 Middle East FZE
United Arab Emirates
$2.57M -$9.39M -18,304 -79%
TRCT
348
Tower Research Capital (TRC)
New York
$2.53M +$1.8M +3,514 +247%
LSERS
349
Louisiana State Employees Retirement System
Louisiana
$2.51M -$51.3K -100 -2%
FFA
350
First Foundation Advisors
California
$2.45M +$2.45M +4,778 New
12 13
14
15 16