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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 %
BFS
501
Bradley Foster & Sargent
Connecticut
$606K +$2.82K +6 +0.5%
Cambridge Investment Research Advisors
502
Cambridge Investment Research Advisors
Iowa
$601K -$4.7K -10 -0.8%
VAS
503
Vestmark Advisory Solutions
Massachusetts
$596K +$43.6K +93 +8%
MC
504
Maverick Capital
Texas
$595K -$69.5K -148 -10%
CCM
505
Coldstream Capital Management
Washington
$579K -$33.8K -72 -6%
KAS
506
Kestra Advisory Services
Texas
$570K -$538K -1,146 -49%
SCA
507
Snowden Capital Advisors
New York
$559K -$2.35K -5 -0.4%
HCA
508
Harbor Capital Advisors
Illinois
$555K +$10.3K +22 +2%
DEA
509
DoubleLine ETF Adviser
Florida
$554K +$129K +274 +30%
PA
510
Pinnacle Associates
New York
$552K -$43.2K -92 -7%
PC
511
Pier Capital
Connecticut
$549K -$177K -377 -24%
IFWM
512
Institute for Wealth Management
Colorado
$547K -$94.8K -202 -15%
BAM
513
Blueshift Asset Management
New Jersey
$525K +$265K +564 +102%
NIMI
514
Natixis Investment Managers International
France
$522K +$324K +691 +164%
RC
515
Roundview Capital
New Jersey
$518K +$518K +1,104 New
PWM
516
Palumbo Wealth Management
New York
$518K +$518K +1,104 New
LNC
517
Lincoln National Corp
Pennsylvania
$515K -$211K -450 -29%
TC
518
Telemus Capital
Michigan
$509K +$182K +388 +56%
AIM
519
Anchor Investment Management
South Carolina
$508K +$336K +716 +195%
CM
520
Capula Management
Cayman Islands
$507K +$143K +304 +39%
AAM
521
Advisors Asset Management
Colorado
$506K +$506K +1,079 New
S
522
SignatureFD
Georgia
$506K -$55.4K -118 -10%
SLG
523
Stanley-Laman Group
Pennsylvania
$502K – – –
FMAEN1
524
Fund Management at Engine No 1
California
$489K +$34.3K +73 +8%
PFO
525
Pathstone Family Office
New Jersey
$483K +$51.6K +110 +12%
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