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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 %
GLA
451
Great Lakes Advisors
Illinois
$928K +$928K +1,978 New
ACMA
452
Arbor Capital Management (Alaska)
Alaska
$925K +$7.05K +15 +0.8%
SWM
453
Segment Wealth Management
Texas
$916K +$55.4K +118 +6%
V
454
Veritable
Delaware
$891K -$67.1K -143 -7%
VI
455
Vestcor Inc
New Brunswick, Canada
$890K -$2.82K -6 -0.3%
AWM
456
Apollon Wealth Management
South Carolina
$888K +$54K +115 +6%
GT
457
Glenmede Trust
Pennsylvania
$887K – – –
OAM
458
Ostrum Asset Management
France
$886K +$1.88K +4 +0.2%
LWM
459
Liberty Wealth Management
California
$884K -$7.04K -15 -0.8%
WBC
460
Westpac Banking Corp
Australia
$874K -$5.71M -12,163 -87%
AG
461
Algert Global
California
$868K +$188K +400 +28%
SA
462
SRN Advisors
Pennsylvania
$862K -$20.6K -44 -2%
MFG
463
Merit Financial Group
Georgia
$859K +$107K +227 +14%
SFM
464
Signet Financial Management
New Jersey
$851K +$58.2K +124 +7%
BWM
465
Buckley Wealth Management
Nevada
$847K +$4.69K +10 +0.6%
QT
466
Quantamental Technologies
New York
$845K +$434K +925 +106%
Balyasny Asset Management
467
Balyasny Asset Management
Illinois
$818K -$1.7M -3,614 -67%
AFA
468
Abacus FCF Advisors
Florida
$815K -$66.6K -142 -8%
LNWWM
469
Laird Norton Wetherby Wealth Management
California
$809K +$6.1K +13 +0.8%
MAS
470
Meeder Advisory Services
Ohio
$808K -$54.9K -117 -6%
CIP
471
Chartwell Investment Partners
Pennsylvania
$808K -$18.3K -39 -2%
AIMCA
472
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$798K – – –
WP
473
Woodline Partners
California
$791K +$791K +1,685 New
RCM
474
RB Capital Management
Nevada
$789K +$4.69K +10 +0.6%
William Blair & Company
475
William Blair & Company
Illinois
$785K +$94.8K +202 +14%
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