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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 %
CCIA
426
Campbell & Co Investment Adviser
Maryland
$1.18M +$1.18M +2,519 New
AO
427
Advisor OS
Illinois
$1.18M +$65.7K +140 +6%
EF
428
Empirical Finance
Pennsylvania
$1.18M +$132K +282 +13%
OAM
429
Oppenheimer Asset Management
New York
$1.18M +$8.92K +19 +0.8%
TI
430
Tidal Investments
Wisconsin
$1.18M +$268K +571 +29%
JFG
431
Jefferies Financial Group
New York
$1.17M +$468K +997 +66%
VIM
432
Vinva Investment Management
Australia
$1.16M -$3.67M -7,944 -76%
AWS
433
Atria Wealth Solutions
New York
$1.16M -$150K -319 -11%
AI
434
AXS Investments
New York
$1.15M +$137K +292 +13%
AFS
435
Aft Forsyth & Sober
Florida
$1.14M – – –
MGP
436
Metis Global Partners
California
$1.13M -$31K -66 -3%
YIH
437
Y-Intercept (HK)
Hong Kong
$1.1M +$1.1M +2,340 New
SAM
438
Sompo Asset Management
Japan
$1.08M +$216K +460 +25%
BFG
439
Bleakley Financial Group
New Jersey
$1.08M -$483K -1,029 -31%
SS
440
Simplicity Solutions
Minnesota
$1.08M -$486K -1,035 -31%
MFG
441
Monumental Financial Group
Maryland
$1.07M +$1.07M +2,273 New
TPM
442
Triasima Portfolio Management
Quebec, Canada
$1.06M -$1.83M -2,950 -63%
PMG
443
ProVise Management Group
Florida
$1.06M – – –
BSI
444
Bennett Selby Investments
Maine
$1.05M +$469 +1 +0%
BA
445
Birinyi Associates
Connecticut
$1.03M +$94.3K +201 +10%
KI
446
Keystone Investors
Singapore
$986K +$986K +2,100 New
VPI
447
Value Partners Investments
Manitoba, Canada
$970K +$47.4K +101 +5%
FCM
448
Fortis Capital Management
Washington
$960K +$42.7K +91 +5%
FRM
449
Fox Run Management
Connecticut
$947K +$947K +2,019 New
BOSSRA
450
B.O.S.S. Retirement Advisors
Utah
$933K +$199K +424 +27%
16 17
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