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MSCI
MSCI

Overview Fund Activity

807 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, 278 increasing their positions, 329 reducing their positions, and 89 closing their positions.

Holders
807
Holders Change
-6
Holders Change %
-0.74%
% of All Funds
12.73%
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
278
Reduced
329
Closed
89
Calls
$146M
Puts
$68.3M
Net Calls
+$77.9M
Net Calls Change
+$31.6M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$601M
2
OCBV
2
Ownership Capital B.V.
Netherlands
$130M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$959M
4
Citadel Advisors
4
Citadel Advisors
Florida
$114M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$132M

Top Sellers

1
WCM Investment Management
1
WCM Investment Management
California
$0
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$347M
3
DCP
3
Durable Capital Partners
Maryland
$318M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$375M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$1.25B
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$287M 611,903 -12,731 -2%
Capital World Investors
27
Capital World Investors
California
$274M 584,905 -302,976 -34%
Goldman Sachs
28
Goldman Sachs
New York
$270M 576,138 -21,880 -4%
Legal & General Group
29
Legal & General Group
United Kingdom
$266M 566,584 +4,601 +0.8%
Invesco
30
Invesco
Georgia
$233M 496,871 +15,652 +3%
Winslow Capital Management
31
Winslow Capital Management
Minnesota
$231M 493,291 -9,461 -2%
Principal Financial Group
32
Principal Financial Group
Iowa
$224M 477,567 -9,851 -2%
Charles Schwab
33
Charles Schwab
California
$206M 439,321 +2,342 +0.5%
AIM
34
Alphinity Investment Management
Australia
$196M 418,181 +76,405 +22%
Neuberger Berman Group
35
Neuberger Berman Group
New York
$185M 394,370 -38,511 -9%
UBS AM
36
UBS AM
Illinois
$168M 300,501 – –
Artisan Partners
37
Artisan Partners
Wisconsin
$167M 356,822 -81,074 -19%
PI
38
Putnam Investments
Massachusetts
$147M 312,271 -55,644 -15%
AI
39
Axiom Investors
Connecticut
$136M 289,752 +16,087 +6%
EAM
40
Eagle Asset Management
Florida
$136M 289,606 -4,912 -2%
Dimensional Fund Advisors
41
Dimensional Fund Advisors
Texas
$134M 285,075 -16,318 -5%
Qube Research & Technologies (QRT)
42
Qube Research & Technologies (QRT)
United Kingdom
$132M 280,932 +216,301 +335%
Deutsche Bank
43
Deutsche Bank
Germany
$130M 276,705 -3,708 -1%
OCBV
44
Ownership Capital B.V.
Netherlands
$130M 276,116 +276,116 New
Temasek Holdings
45
Temasek Holdings
Singapore
$125M 266,857 +158,785 +147%
Two Sigma Advisers
46
Two Sigma Advisers
New York
$124M 264,500 +30,000 +13%
Public Employees Retirement Association of Colorado
47
Public Employees Retirement Association of Colorado
Colorado
$121M 258,795 -57,992 -18%
Schroder Investment Management Group
48
Schroder Investment Management Group
United Kingdom
$118M 252,236 +13,885 +6%
Nuveen Asset Management
49
Nuveen Asset Management
Illinois
$116M 247,139 -6,460 -3%
Barclays
50
Barclays
United Kingdom
$116M 246,423 +134,498 +120%
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