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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 %
RI
351
Redwood Investments
Massachusetts
$2.62M -$34.3K -73 -1%
BS
352
Banco Santander
Spain
$2.61M +$839K +1,788 +47%
AIM
353
Aurora Investment Managers
Florida
$2.58M +$46.9K +100 +2%
FC
354
FORA Capital
Florida
$2.56M -$490K -1,044 -16%
IC
355
IEQ Capital
California
$2.53M +$16.4K +35 +0.7%
API
356
Advisor Partners II
California
$2.48M -$89.6K -191 -3%
AAIS
357
ABN AMRO Investment Solutions
$2.42M +$1.15M +2,454 +91%
FLPIM
358
F.L. Putnam Investment Management
Massachusetts
$2.42M -$53K -113 -2%
LSERS
359
Louisiana State Employees Retirement System
Louisiana
$2.35M -$93.9K -200 -4%
MJRIC
360
Mogy Joel R Investment Counsel
California
$2.32M +$928K +1,977 +67%
SPIA
361
Steward Partners Investment Advisory
New York
$2.31M +$607K +1,293 +36%
US Bancorp
362
US Bancorp
Minnesota
$2.3M -$1.49M -3,173 -39%
CG
363
Colony Group
Massachusetts
$2.23M +$67.1K +143 +3%
GI
364
GAMCO Investors
Connecticut
$2.22M -$158K -336 -7%
GL
365
GHE LLC
Tennessee
$2.21M +$61.9K +132 +3%
PA
366
PFG Advisors
Arizona
$2.16M -$44.6K -95 -2%
AssetMark Inc
367
AssetMark Inc
California
$2.16M +$436K +930 +25%
AIM
368
Achmea Investment Management
Netherlands
$2.08M +$138K +293 +7%
CP
369
Cumberland Partners
Ontario, Canada
$2.05M +$10.8K +23 +0.5%
FDS
370
Freedom Day Solutions
Texas
$2.04M +$5.16K +11 +0.3%
BF
371
BOK Financial
Oklahoma
$2.04M +$37.1K +79 +2%
CIC
372
Cornercap Investment Counsel
Georgia
$2.03M +$1.57M +3,336 +334%
DWM
373
Dakota Wealth Management
Florida
$2.01M -$38.5K -82 -2%
N
374
Natixis
France
$2M +$1.31M +2,802 +191%
BFM
375
Boston Financial Management
Massachusetts
$1.94M – – –
13 14
15
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