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MSCI
MSCI

Overview Fund Activity

870 hedge funds and large institutions have $40.7B invested in MSCI in 2023 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 316 increasing their positions, 339 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
870
Holders Change
+45
Holders Change %
+5.45%
% of All Funds
12.75%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
112
Increased
316
Reduced
339
Closed
56
Calls
$222M
Puts
$204M
Net Calls
+$18.3M
Net Calls Change
+$3.16M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$488M
2
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
+$295M
3
Millennium Management
Millennium Management
New York
+$99.7M
4
Capital International Investors
Capital International Investors
California
+$85.5M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
+$80.8M

Top Sellers

1
AIM
Alphinity Investment Management
Australia
-$221M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$211M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$108M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$98.2M
5
AI
Axiom Investors
Connecticut
-$94.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSERS
351
Louisiana State Employees Retirement System
Louisiana
$2.72M -$56.6K -100 -2%
FFA
352
First Foundation Advisors
California
$2.69M -$8.49K -15 -0.3%
AA
353
ALPS Advisors
Colorado
$2.66M -$7.92K -14 -0.3%
SW
354
Solidarity Wealth
Utah
$2.66M +$2.66M +4,700 New
GI
355
GAMCO Investors
Connecticut
$2.65M +$19.2K +34 +0.7%
IC
356
IEQ Capital
California
$2.64M +$155K +274 +6%
Focus Partners Wealth
357
Focus Partners Wealth
Massachusetts
$2.57M +$2.57M +4,548 New
SLI
358
Sumitomo Life Insurance
Japan
$2.56M -$92.8K -164 -3%
OAM
359
Oppenheimer Asset Management
New York
$2.56M -$47.5K -84 -2%
FT
360
Fiduciary Trust
Massachusetts
$2.55M +$53.2K +94 +2%
CIC
361
Cornercap Investment Counsel
Georgia
$2.53M +$52K +92 +2%
AUB
362
Atlantic Union Bankshares
Virginia
$2.5M +$247K +437 +11%
PGCM
363
Prescott Group Capital Management
Oklahoma
$2.48M +$2.48M +4,384 New
ACM
364
Alamar Capital Management
California
$2.48M +$52K +92 +2%
FDS
365
Freedom Day Solutions
Texas
$2.47M -$4.53K -8 -0.2%
EGM
366
Engineers Gate Manager
New York
$2.46M +$301K +533 +14%
SFA
367
Sequoia Financial Advisors
Ohio
$2.45M +$1.72M +3,049 +238%
BF
368
BOK Financial
Oklahoma
$2.42M +$7.92K +14 +0.3%
SCM
369
Shelton Capital Management
Colorado
$2.41M -$23.8K -42 -1%
SICM
370
Sustainable Insight Capital Management
New York
$2.41M -$792K -1,400 -25%
BFM
371
Boston Financial Management
Massachusetts
$2.4M -$3.96K -7 -0.2%
NMERB
372
New Mexico Educational Retirement Board
New Mexico
$2.38M – – –
RWM
373
Ritholtz Wealth Management
New York
$2.34M +$566 +1 +0%
CSS
374
Cubist Systematic Strategies
Connecticut
$2.33M -$18.7M -33,130 -89%
Mawer Investment Management
375
Mawer Investment Management
Alberta, Canada
$2.32M +$189K +335 +9%
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