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MSCI
MSCI

Overview Fund Activity

814 hedge funds and large institutions have $40.7B invested in MSCI in 2023 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 301 increasing their positions, 301 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
814
Holders Change
+17
Holders Change %
+2.13%
% of All Funds
13.03%
Holding in Top 10
23
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+43.75%
% of All Funds
0.37%
New
110
Increased
301
Reduced
301
Closed
76
Calls
$123M
Puts
$76.3M
Net Calls
+$46.3M
Net Calls Change
+$87.6M

Top Buyers

1
Amundi
Amundi
France
$379M
2
Capital World Investors
Capital World Investors
California
$497M
3
AIM
Alphinity Investment Management
Australia
$191M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$717M
5
PAM
PineStone Asset Management
Quebec, Canada
$181M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$746M
2
DZ Bank
DZ Bank
Germany
$23.5M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$0
4
Citadel Advisors
Citadel Advisors
Florida
$2.14M
5
State Street
State Street
Massachusetts
$1.76B
Name Holding Trade Value Shares
Change 		Shares
Change %
PL
376
Perpetual Ltd
Australia
$2.08M +$2.08M +3,719 New
EOJOAM
377
E. Ohman J:or Asset Management
Sweden
$2.08M +$168K +300 +9%
NMERB
378
New Mexico Educational Retirement Board
New Mexico
$2.07M -$56K -100 -3%
E
379
Ergoteles
New York
$2.06M +$297K +530 +17%
AssetMark Inc
380
AssetMark Inc
California
$2.06M +$135K +241 +7%
SICM
381
Sustainable Insight Capital Management
New York
$2.04M +$214K +382 +12%
SPIA
382
Steward Partners Investment Advisory
New York
$2.03M +$157K +281 +8%
MLICM
383
Metropolitan Life Insurance Company (MetLife)
New York
$2M -$527K -942 -21%
NEI
384
Northwest & Ethical Investments
Ontario, Canada
$2M – – –
CW
385
CreativeOne Wealth
Kansas
$1.97M -$161K -287 -8%
SLI
386
Sumitomo Life Insurance
Japan
$1.9M -$90.1K -161 -5%
SS
387
Simplicity Solutions
Minnesota
$1.87M +$1.31M +2,339 +235%
BFG
388
Bleakley Financial Group
New Jersey
$1.87M +$125K +223 +7%
TC
389
Tsai Capital
New York
$1.86M +$102K +183 +6%
Janney Montgomery Scott
390
Janney Montgomery Scott
Pennsylvania
$1.84M -$1.51M -2,697 -45%
CAN
391
Cetera Advisor Networks
California
$1.82M -$33K -59 -2%
First Manhattan
392
First Manhattan
New York
$1.69M +$2.8K +5 +0.2%
MJRIC
393
Mogy Joel R Investment Counsel
California
$1.66M +$1.66M +2,967 New
FCM
394
Fairbanks Capital Management
California
$1.65M +$86.8K +155 +6%
GT
395
Greenleaf Trust
Michigan
$1.63M +$30.8K +55 +2%
CWA
396
CM Wealth Advisors
Ohio
$1.63M +$1.63M +3,564 New
KRSITF
397
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.59M -$22.4K -40 -1%
EP
398
Edgestream Partners
New Jersey
$1.59M -$4.22M -7,548 -73%
BCM
399
Bridgeway Capital Management
Texas
$1.58M +$1.58M +2,823 New
AWS
400
Atria Wealth Solutions
New York
$1.56M +$1.19M +2,128 +321%
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