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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 %
ASN
476
Advisory Services Network
Georgia
$777K -$117K -250 -13%
CI
477
Capital International
California
$764K – – –
BP
478
Ballentine Partners
Massachusetts
$759K +$5.63K +12 +0.7%
DT
479
Diversified Trust
Tennessee
$746K -$66.2K -141 -8%
AGC
480
Aspen Grove Capital
Colorado
$737K -$25.8K -55 -3%
Carson Wealth (CWM LLC)
481
Carson Wealth (CWM LLC)
Nebraska
$711K +$12.7K +27 +2%
IIM
482
INTECH Investment Management
Florida
$709K -$310K -661 -30%
CWA
483
Clarus Wealth Advisors
Arizona
$709K +$146K +310 +26%
WMA
484
Wealth Management Associates
New Jersey
$705K -$21.6K -46 -3%
HBT
485
Heartland Bank & Trust
Illinois
$689K -$71.8K -153 -9%
HS
486
HighVista Strategies
Massachusetts
$680K +$445K +948 +190%
SIM
487
Sentry Investment Management
Wisconsin
$678K +$1.88K +4 +0.3%
Kayne Anderson Rudnick Investment Management
488
Kayne Anderson Rudnick Investment Management
California
$674K -$10.3K -22 -2%
TRCT
489
Tower Research Capital (TRC)
New York
$668K -$380K -809 -36%
CAM
490
Cypress Asset Management
Texas
$668K -$25.8K -55 -4%
OTPPB
491
Ontario Teachers' Pension Plan Board
Ontario, Canada
$662K +$662K +1,411 New
EI
492
Ellevest Inc
New York
$658K -$43.6K -93 -6%
PA
493
Paragon Advisors
Texas
$657K -$365K -779 -36%
BWP
494
Balboa Wealth Partners
Arizona
$656K -$143K -304 -18%
MLL
495
Moody Lynn & Lieberson
Massachusetts
$642K -$9.39K -20 -1%
KeyBank National Association
496
KeyBank National Association
Ohio
$632K +$115K +244 +22%
NRD
497
Nebula Research & Development
New York
$627K +$627K +1,337 New
ORI
498
Oak Ridge Investments
Illinois
$620K -$11.7K -25 -2%
CIBC World Market
499
CIBC World Market
Ontario, Canada
$619K -$2.43M -5,168 -80%
NA
500
Navellier & Associates
Nevada
$618K +$100K +214 +19%
18 19
20
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