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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 %
RWM
376
Ritholtz Wealth Management
New York
$1.94M -$148K -316 -7%
ACM
377
Alamar Capital Management
California
$1.86M +$81.2K +173 +5%
GPGA
378
Grandeur Peak Global Advisors
Utah
$1.86M -$477K -1,016 -20%
TCM
379
Teza Capital Management
Illinois
$1.86M +$1.86M +3,962 New
Cetera Investment Advisers
380
Cetera Investment Advisers
Illinois
$1.85M -$388K -826 -17%
Mercer Global Advisors
381
Mercer Global Advisors
Colorado
$1.85M +$779K +1,660 +73%
PP
382
PDT Partners
New York
$1.83M -$800K -1,704 -30%
NMERB
383
New Mexico Educational Retirement Board
New Mexico
$1.83M +$93.8K +200 +5%
TI
384
Trexquant Investment
Connecticut
$1.8M +$1.8M +3,836 New
EAMA
385
EFG Asset Management (Americas)
Florida
$1.8M -$414K -883 -19%
ECI
386
EFG Capital International
Florida
$1.8M +$1.8M +3,832 New
AUB
387
Atlantic Union Bankshares
Virginia
$1.79M +$1.42M +3,026 +379%
Luther King Capital Management (LKCM)
388
Luther King Capital Management (LKCM)
Texas
$1.77M -$1.36M -2,899 -43%
EOJOAM
389
E. Ohman J:or Asset Management
Sweden
$1.74M – – –
NA
390
NewEdge Advisors
Louisiana
$1.71M -$328K -699 -16%
PL
391
Perpetual Ltd
Australia
$1.71M -$36.1K -77 -2%
NEI
392
Northwest & Ethical Investments
Ontario, Canada
$1.67M – – –
QCM
393
Qsemble Capital Management
New York
$1.67M +$704K +1,500 +73%
CW
394
CreativeOne Wealth
Kansas
$1.66M +$4.69K +10 +0.3%
MLICM
395
Metropolitan Life Insurance Company (MetLife)
New York
$1.64M -$40.8K -87 -2%
SRAM
396
Spouting Rock Asset Management
Pennsylvania
$1.63M -$961K -2,048 -37%
Mawer Investment Management
397
Mawer Investment Management
Alberta, Canada
$1.61M +$377K +804 +31%
SLI
398
Sumitomo Life Insurance
Japan
$1.58M -$16K -34 -1%
FHB
399
First Hawaiian Bank
Hawaii
$1.58M -$276K -588 -15%
Janney Montgomery Scott
400
Janney Montgomery Scott
Pennsylvania
$1.55M +$4.69K +10 +0.3%
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16
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