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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 %
DC
401
Davenport & Co
Virginia
$1.55M +$331K +705 +27%
DA
402
Duality Advisers
Florida
$1.52M -$374K -798 -20%
SFI
403
Susquehanna Fundamental Investments
Pennsylvania
$1.51M -$18.9M -40,349 -93%
CAN
404
Cetera Advisor Networks
California
$1.48M -$49.8K -106 -3%
OTL
405
Oak Thistle LLC
New York
$1.48M +$1.48M +3,151 New
GC
406
Guggenheim Capital
Illinois
$1.47M +$202K +430 +16%
GFS
407
GYL Financial Synergies
Connecticut
$1.44M +$1.44M +3,058 New
TSS
408
Two Sigma Securities
New York
$1.42M +$490K +1,045 +53%
CAM
409
Cresset Asset Management
Illinois
$1.39M +$1.04M +2,216 +294%
ECM
410
Everence Capital Management
Indiana
$1.38M – – –
Bank Julius Baer & Co
411
Bank Julius Baer & Co
Switzerland
$1.36M -$720K -1,535 -35%
KRSITF
412
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.35M +$13.6K +29 +1%
FCM
413
Fairbanks Capital Management
California
$1.35M -$34.7K -74 -3%
BCM
414
Bridgeway Capital Management
Texas
$1.32M – – –
BRC
415
Bishop Rock Capital
New York
$1.31M – – –
CNBT
416
Canandaigua National Bank & Trust
New York
$1.3M – – –
CHC
417
City Holding Co
West Virginia
$1.3M +$108K +230 +9%
CI Investments Inc
418
CI Investments Inc
Ontario, Canada
$1.28M +$431K +918 +51%
FT
419
Fiduciary Trust
Massachusetts
$1.27M +$1.06M +2,252 +491%
CAPTRUST Financial Advisors
420
CAPTRUST Financial Advisors
North Carolina
$1.26M +$140K +298 +13%
IMRF
421
Illinois Municipal Retirement Fund
Illinois
$1.23M +$506K +1,079 +70%
GT
422
Greenleaf Trust
Michigan
$1.22M -$147K -313 -11%
NICM
423
Neo Ivy Capital Management
New York
$1.21M +$1.21M +2,580 New
DTL
424
Dynamic Technology Lab
Singapore
$1.2M +$1.2M +2,553 New
NMIMC
425
Northwestern Mutual Investment Management Company
Wisconsin
$1.19M +$5.63K +12 +0.5%
15 16
17
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