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MSCI
MSCI

Overview Fund Activity

812 hedge funds and large institutions have $40.7B invested in MSCI in 2023 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 301 increasing their positions, 300 reducing their positions, and 76 closing their positions.

Holders
812
Holders Change
+16
Holders Change %
+2.01%
% of All Funds
13%
Holding in Top 10
23
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+43.75%
% of All Funds
0.37%
New
109
Increased
301
Reduced
300
Closed
76
Calls
$123M
Puts
$76.3M
Net Calls
+$46.3M
Net Calls Change
+$87.6M

Top Buyers

1
Amundi
1
Amundi
France
$379M
2
Capital World Investors
2
Capital World Investors
California
$497M
3
AIM
3
Alphinity Investment Management
Australia
$191M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$717M
5
PAM
5
PineStone Asset Management
Quebec, Canada
$181M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$746M
2
DZ Bank
2
DZ Bank
Germany
$23.5M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.14M
5
State Street
5
State Street
Massachusetts
$1.76B
Name Market Value Shares Shares
Change 		Shares
Change %
Amundi
26
Amundi
France
$379M 704,423 +513,824 +270%
Ameriprise
27
Ameriprise
Minnesota
$350M 624,634 -89,348 -13%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$339M 605,686 -9,716 -2%
Goldman Sachs
29
Goldman Sachs
New York
$335M 598,018 +124,451 +26%
Legal & General Group
30
Legal & General Group
United Kingdom
$315M 561,983 +26,352 +5%
Winslow Capital Management
31
Winslow Capital Management
Minnesota
$281M 502,752 -11,387 -2%
Principal Financial Group
32
Principal Financial Group
Iowa
$273M 487,418 -9,805 -2%
Invesco
33
Invesco
Georgia
$269M 481,219 +32,930 +7%
Artisan Partners
34
Artisan Partners
Wisconsin
$245M 437,896 -108,039 -20%
Charles Schwab
35
Charles Schwab
California
$245M 436,979 +7,086 +2%
Neuberger Berman Group
36
Neuberger Berman Group
New York
$242M 432,881 -15,383 -3%
VOYA Investment Management
37
VOYA Investment Management
Georgia
$213M 380,950 -115,882 -23%
PI
38
Putnam Investments
Massachusetts
$206M 367,915 +1,612 +0.4%
AIM
39
Alphinity Investment Management
Australia
$191M 341,776 +318,577 +1,373%
PAM
40
PineStone Asset Management
Quebec, Canada
$181M 322,890 +279,588 +646%
Public Employees Retirement Association of Colorado
41
Public Employees Retirement Association of Colorado
Colorado
$177M 316,787 -180 -0.1%
Dimensional Fund Advisors
42
Dimensional Fund Advisors
Texas
$169M 301,393 -3,575 -1%
UBS AM
43
UBS AM
Illinois
$168M 300,501 -1,407 -0.5%
EAM
44
Eagle Asset Management
Florida
$165M 294,518 -294 -0.1%
Deutsche Bank
45
Deutsche Bank
Germany
$157M 280,413 -26,058 -9%
AI
46
Axiom Investors
Connecticut
$153M 273,665 +26,425 +11%
Nuveen Asset Management
47
Nuveen Asset Management
Illinois
$142M 253,599 -7,145 -3%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$135M 241,499 -7,411 -3%
Schroder Investment Management Group
49
Schroder Investment Management Group
United Kingdom
$133M 238,351 +68,864 +41%
Two Sigma Advisers
50
Two Sigma Advisers
New York
$131M 234,500 -17,700 -7%
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