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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 %
CHC
401
City Holding Co
West Virginia
$1.52M +$103K +200 +7%
SGI
402
Summit Global Investments
Utah
$1.52M +$1.22M +2,374 +408%
CM
403
Crestline Management
Texas
$1.5M -$3.11M -6,068 -67%
MGP
404
Metis Global Partners
California
$1.48M +$249K +486 +20%
KRSITF
405
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.47M -$1.03K -2 -0.1%
CIBC World Market
406
CIBC World Market
Ontario, Canada
$1.47M +$795K +1,550 +118%
YIH
407
Y-Intercept (HK)
Hong Kong
$1.47M +$268K +522 +22%
EF
408
Empirical Finance
Pennsylvania
$1.42M +$128K +249 +10%
QCM
409
Quantinno Capital Management
New York
$1.41M +$1.1M +2,141 +356%
PL
410
Perpetual Ltd
Australia
$1.4M -$465K -906 -25%
FCM
411
Fairbanks Capital Management
California
$1.4M -$69.8K -136 -5%
CAPTRUST Financial Advisors
412
CAPTRUST Financial Advisors
North Carolina
$1.39M +$12.8K +25 +0.9%
CNBT
413
Canandaigua National Bank & Trust
New York
$1.37M -$60K -117 -4%
GT
414
Greenleaf Trust
Michigan
$1.35M +$12.8K +25 +1%
AO
415
Advisor OS
Illinois
$1.33M +$39.5K +77 +3%
NMIMC
416
Northwestern Mutual Investment Management Company
Wisconsin
$1.28M -$15.4K -30 -1%
AFS
417
Aft Forsyth & Sober
Florida
$1.24M – – –
OAM
418
Ostrum Asset Management
France
$1.24M +$272K +531 +28%
AM
419
AGF Management
Ontario, Canada
$1.24M -$7.7M -15,008 -86%
MFG
420
Monumental Financial Group
Maryland
$1.2M +$33.4K +65 +3%
FCM
421
Fortis Capital Management
Washington
$1.18M +$131K +255 +12%
AI
422
AXS Investments
New York
$1.18M -$85.7K -167 -7%
AWS
423
Atria Wealth Solutions
New York
$1.17M -$98K -191 -8%
Mercer Global Advisors
424
Mercer Global Advisors
Colorado
$1.17M -$856K -1,669 -42%
PMG
425
ProVise Management Group
Florida
$1.16M – – –
15 16
17
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