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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 %
BF
376
BOK Financial
Oklahoma
$2.01M -$35.8K -76 -2%
PP
377
PDT Partners
New York
$2.01M +$5.64K +11 +0.3%
EAMA
378
EFG Asset Management (Americas)
Florida
$2M +$35.4K +69 +2%
EGM
379
Engineers Gate Manager
New York
$1.96M -$10.1M -19,643 -84%
Mawer Investment Management
380
Mawer Investment Management
Alberta, Canada
$1.93M +$178K +347 +10%
QCM
381
QRG Capital Management
Illinois
$1.93M +$1.93M +3,758 New
PA
382
PFG Advisors
Arizona
$1.92M -$448K -873 -19%
Luther King Capital Management (LKCM)
383
Luther King Capital Management (LKCM)
Texas
$1.88M -$53.9K -105 -3%
SPIA
384
Steward Partners Investment Advisory
New York
$1.85M -$670K -1,306 -27%
EOJOAM
385
E. Ohman J:or Asset Management
Sweden
$1.8M -$103K -200 -5%
GAM
386
Garrison Asset Management
Arkansas
$1.78M +$1.78M +3,474 New
XT
387
XTX Topco
Cayman Islands
$1.77M +$1.46M +2,842 +471%
FHB
388
First Hawaiian Bank
Hawaii
$1.77M +$44.1K +86 +3%
Wealth Enhancement Advisory Services
389
Wealth Enhancement Advisory Services
Minnesota
$1.71M +$1.71M +3,325 New
MLICM
390
Metropolitan Life Insurance Company (MetLife)
New York
$1.68M -$111K -217 -6%
PAS
391
Park Avenue Securities
New York
$1.67M +$1.67M +3,252 New
SFI
392
Susquehanna Fundamental Investments
Pennsylvania
$1.65M – – –
SEC
393
Seven Eight Capital
New York
$1.63M -$4.39M -8,552 -73%
Janney Montgomery Scott
394
Janney Montgomery Scott
Pennsylvania
$1.63M -$66.2K -129 -4%
PFO
395
Pathstone Family Office
New Jersey
$1.62M +$1.1M +2,135 +207%
CW
396
CreativeOne Wealth
Kansas
$1.61M -$206K -402 -11%
Bank Julius Baer & Co
397
Bank Julius Baer & Co
Switzerland
$1.58M +$93.4K +182 +6%
GFS
398
GYL Financial Synergies
Connecticut
$1.56M -$10.8K -21 -0.7%
DC
399
Davenport & Co
Virginia
$1.54M -$151K -294 -9%
TI
400
Tidal Investments
Wisconsin
$1.52M +$239K +465 +19%
14 15
16
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