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MSCI
MSCI

Overview Fund Activity

825 hedge funds and large institutions have $36.7B invested in MSCI in 2023 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 303 increasing their positions, 312 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
825
Holders Change
+17
Holders Change %
+2.1%
% of All Funds
13.15%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
98
Increased
303
Reduced
312
Closed
74
Calls
$193M
Puts
$178M
Net Calls
+$15.2M
Net Calls Change
-$62.7M

Top Buyers

1
Edgewood Management
Edgewood Management
Connecticut
+$632M
2
PAM
PineStone Asset Management
Quebec, Canada
+$173M
3
Principal Financial Group
Principal Financial Group
Iowa
+$146M
4
American Century Companies
American Century Companies
Missouri
+$121M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
+$103M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$105M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$103M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$94.1M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$91.4M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$79M
Name Holding Trade Value Shares
Change 		Shares
Change %
HBT
476
Heartland Bank & Trust
Illinois
$767K +$12.8K +25 +2%
DA
477
Duality Advisers
Florida
$759K -$902K -1,758 -54%
Parallax Volatility Advisers
478
Parallax Volatility Advisers
California
$744K +$744K +1,450 New
MC
479
Machina Capital
France
$741K +$478K +932 +182%
Kayne Anderson Rudnick Investment Management
480
Kayne Anderson Rudnick Investment Management
California
$737K – – –
GT
481
Glenmede Trust
Pennsylvania
$735K -$77.5K -151 -10%
NA
482
Navellier & Associates
Nevada
$734K +$58K +113 +9%
CAM
483
Cypress Asset Management
Texas
$730K – – –
TC
484
TownSquare Capital
Utah
$726K +$281K +547 +63%
GPGA
485
Grandeur Peak Global Advisors
Utah
$720K -$1.31M -2,562 -65%
Cambridge Investment Research Advisors
486
Cambridge Investment Research Advisors
Iowa
$718K +$61.5K +120 +9%
MAS
487
Meeder Advisory Services
Ohio
$714K -$170K -331 -19%
SFM
488
Signet Financial Management
New Jersey
$712K -$218K -425 -23%
HH
489
HWG Holdings
Texas
$709K +$561K +1,094 +380%
MLL
490
Moody Lynn & Lieberson
Massachusetts
$699K -$2.57K -5 -0.4%
IMRF
491
Illinois Municipal Retirement Fund
Illinois
$698K -$648K -1,262 -48%
VCA
492
Verdence Capital Advisors
Maryland
$683K +$683K +1,330 New
ECM
493
ExodusPoint Capital Management
New York
$677K -$16.4M -32,068 -96%
ORI
494
Oak Ridge Investments
Illinois
$676K -$1.54K -3 -0.2%
SFA
495
Sequoia Financial Advisors
Ohio
$658K +$260K +506 +65%
LA
496
LVW Advisors
New York
$643K +$643K +1,253 New
EI
497
Ellevest Inc
New York
$638K -$81.6K -159 -11%
SCA
498
Snowden Capital Advisors
New York
$633K +$21.5K +42 +4%
QIM
499
Quantitative Investment Management
Virginia
$627K +$627K +1,223 New
GS
500
GTS Securities
New York
$627K +$627K +1,222 New
18 19
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