MSCI icon

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
+$277M
2
Capital World Investors
Capital World Investors
California
+$249M
3
AIM
Alphinity Investment Management
Australia
+$178M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$174M
5
PAM
PineStone Asset Management
Quebec, Canada
+$156M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$476M
2
DZ Bank
DZ Bank
Germany
-$118M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$101M
4
Citadel Advisors
Citadel Advisors
Florida
-$95.6M
5
State Street
State Street
Massachusetts
-$90.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRC
401
Bishop Rock Capital
New York
$1.56M -$1.09M -1,945 -41%
CNBT
402
Canandaigua National Bank & Trust
New York
$1.56M +$1.56M +2,779 New
GC
403
Guggenheim Capital
Illinois
$1.52M +$253K +452 +20%
AAIS
404
ABN AMRO Investment Solutions
$1.52M +$1.52M +2,711 New
Mawer Investment Management
405
Mawer Investment Management
Alberta, Canada
$1.47M +$221K +394 +18%
DC
406
Davenport & Co
Virginia
$1.45M -$1.68K -3 -0.1%
CHC
407
City Holding Co
West Virginia
$1.42M +$52.6K +94 +4%
NMIMC
408
Northwestern Mutual Investment Management Company
Wisconsin
$1.41M +$4.48K +8 +0.3%
OAM
409
Oppenheimer Asset Management
New York
$1.4M -$95.1K -170 -6%
MGP
410
Metis Global Partners
California
$1.38M +$451K +806 +48%
AFS
411
Aft Forsyth & Sober
Florida
$1.36M – – –
CAPTRUST Financial Advisors
412
CAPTRUST Financial Advisors
North Carolina
$1.33M -$6.72K -12 -0.5%
AO
413
Advisor OS
Illinois
$1.33M +$36.9K +66 +3%
IAIM
414
Industrial Alliance Investment Management
Quebec, Canada
$1.33M +$1.33M +2,368 New
KAS
415
Kestra Advisory Services
Texas
$1.32M -$1.59M -2,838 -55%
AI
416
Atria Investments
North Carolina
$1.31M +$72.7K +130 +6%
Mercer Global Advisors
417
Mercer Global Advisors
Colorado
$1.28M -$111K -198 -8%
BC
418
Brookfield Corp
Ontario, Canada
$1.28M +$1.28M +2,285 New
PMG
419
ProVise Management Group
Florida
$1.27M -$271K -485 -18%
EF
420
Empirical Finance
Pennsylvania
$1.25M +$49.8K +89 +4%
TRCT
421
Tower Research Capital (TRC)
New York
$1.25M +$465K +832 +59%
BSI
422
Bennett Selby Investments
Maine
$1.25M +$560 +1 +0%
EGM
423
Engineers Gate Manager
New York
$1.24M -$297K -531 -19%
DIA
424
Dana Investment Advisors
Wisconsin
$1.23M +$1.12K +2 +0.1%
PA
425
Paragon Advisors
Texas
$1.22M -$224K -400 -16%
15 16
17
18 19