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MSCI
MSCI

Overview Fund Activity

824 hedge funds and large institutions have $36.6B invested in MSCI in 2023 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 302 increasing their positions, 312 reducing their positions, and 74 closing their positions.

Holders
824
Holders Change
+17
Holders Change %
+2.11%
% of All Funds
13.14%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
98
Increased
302
Reduced
312
Closed
74
Calls
$193M
Puts
$178M
Net Calls
+$15.2M
Net Calls Change
-$62.7M

Top Buyers

1
Edgewood Management
1
Edgewood Management
Connecticut
$632M
2
PAM
2
PineStone Asset Management
Quebec, Canada
$241M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$391M
4
American Century Companies
4
American Century Companies
Missouri
$493M
5
Los Angeles Capital Management
5
Los Angeles Capital Management
California
$125M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$20.3M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$276M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$1.21B
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.27B
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$65.1M
Name Market Value Shares Shares
Change 		Shares
Change %
DCP
26
Durable Capital Partners
Maryland
$299M 583,438 -95,118 -14%
Goldman Sachs
27
Goldman Sachs
New York
$298M 580,995 +4,857 +0.8%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$289M 562,537 -52,438 -9%
T. Rowe Price Associates
29
T. Rowe Price Associates
Maryland
$276M 538,241 -200,622 -27%
Legal & General Group
30
Legal & General Group
United Kingdom
$275M 536,403 -30,181 -5%
Ameriprise
31
Ameriprise
Minnesota
$268M 521,771 -90,132 -15%
Invesco
32
Invesco
Georgia
$248M 483,158 -13,713 -3%
Winslow Capital Management
33
Winslow Capital Management
Minnesota
$248M 482,899 -10,392 -2%
PAM
34
PineStone Asset Management
Quebec, Canada
$241M 469,660 +337,028 +254%
Charles Schwab
35
Charles Schwab
California
$225M 438,216 -1,105 -0.3%
AIM
36
Alphinity Investment Management
Australia
$221M 430,676 +12,495 +3%
Neuberger Berman Group
37
Neuberger Berman Group
New York
$202M 392,739 -1,631 -0.4%
UBS AM
38
UBS AM
Illinois
$178M 346,027 +45,526 +15%
Artisan Partners
39
Artisan Partners
Wisconsin
$175M 340,926 -15,896 -4%
Barclays
40
Barclays
United Kingdom
$174M 338,431 +92,008 +37%
Deutsche Bank
41
Deutsche Bank
Germany
$172M 335,526 +58,821 +21%
PI
42
Putnam Investments
Massachusetts
$162M 315,655 +3,384 +1%
EAM
43
Eagle Asset Management
Florida
$149M 289,563 -43 -0%
Schroder Investment Management Group
44
Schroder Investment Management Group
United Kingdom
$143M 278,106 +25,870 +10%
OCBV
45
Ownership Capital B.V.
Netherlands
$142M 276,278 +162 +0.1%
Nuveen Asset Management
46
Nuveen Asset Management
Illinois
$138M 268,640 +21,501 +9%
Temasek Holdings
47
Temasek Holdings
Singapore
$137M 266,857 – –
Public Employees Retirement Association of Colorado
48
Public Employees Retirement Association of Colorado
Colorado
$130M 254,132 -4,663 -2%
Baird Financial Group
49
Baird Financial Group
Wisconsin
$130M 253,430 +55,637 +28%
Los Angeles Capital Management
50
Los Angeles Capital Management
California
$125M 244,267 +201,317 +469%
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