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MSCI
MSCI

Overview Fund Activity

814 hedge funds and large institutions have $40.7B invested in MSCI in 2023 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 301 increasing their positions, 301 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
814
Holders Change
+17
Holders Change %
+2.13%
% of All Funds
13.03%
Holding in Top 10
23
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+43.75%
% of All Funds
0.37%
New
110
Increased
301
Reduced
301
Closed
76
Calls
$123M
Puts
$76.3M
Net Calls
+$46.3M
Net Calls Change
+$87.6M

Top Buyers

1
Amundi
Amundi
France
+$277M
2
Capital World Investors
Capital World Investors
California
+$249M
3
AIM
Alphinity Investment Management
Australia
+$178M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$174M
5
PAM
PineStone Asset Management
Quebec, Canada
+$156M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$476M
2
DZ Bank
DZ Bank
Germany
-$118M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$101M
4
Citadel Advisors
Citadel Advisors
Florida
-$95.6M
5
State Street
State Street
Massachusetts
-$90.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
EI
476
Ellevest Inc
New York
$837K +$19K +34 +2%
Carson Wealth (CWM LLC)
477
Carson Wealth (CWM LLC)
Nebraska
$833K -$1.68K -3 -0.2%
CAM
478
Cypress Asset Management
Texas
$827K -$8.4K -15 -1%
William Blair & Company
479
William Blair & Company
Illinois
$823K -$134K -240 -14%
N
480
Natixis
France
$819K -$8.16M -14,579 -91%
Kayne Anderson Rudnick Investment Management
481
Kayne Anderson Rudnick Investment Management
California
$816K -$232K -414 -22%
AG
482
Algert Global
California
$812K -$213K -380 -21%
EMG
483
ETF Managers Group
New Jersey
$807K +$11.8K +21 +1%
SIM
484
Sentry Investment Management
Wisconsin
$806K +$505K +903 +168%
AIA
485
Alera Investment Advisors
Illinois
$803K +$8.96K +16 +1%
MC
486
Maverick Capital
Texas
$793K +$416K +743 +110%
MLL
487
Moody Lynn & Lieberson
Massachusetts
$777K +$6.16K +11 +0.8%
IFWM
488
Institute for Wealth Management
Colorado
$766K -$14.6K -26 -2%
PFO
489
Pathstone Family Office
New Jersey
$764K -$5.76M -6,932 -88%
HW
490
Hancock Whitney
Mississippi
$763K -$1.68K -3 -0.2%
ORI
491
Oak Ridge Investments
Illinois
$753K +$52.6K +94 +8%
CCM
492
Coldstream Capital Management
Washington
$731K +$14K +25 +2%
Cambridge Investment Research Advisors
493
Cambridge Investment Research Advisors
Iowa
$722K -$50.4K -90 -7%
BFS
494
Bradley Foster & Sargent
Connecticut
$720K – – –
O
495
Ossiam
France
$720K +$142K +253 +24%
ICG
496
InterOcean Capital Group
Tennessee
$710K +$3.92K +7 +0.6%
PA
497
Pinnacle Associates
New York
$710K +$34.7K +62 +5%
QI
498
Qtron Investments
Massachusetts
$709K +$247K +442 +54%
SAS
499
Stelac Advisory Services
New York
$686K – – –
S
500
SignatureFD
Georgia
$669K +$14K +25 +2%
18 19
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