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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 %
DEA
501
DoubleLine ETF Adviser
Florida
$625K +$19.5K +38 +3%
QPBE
502
Quintet Private Bank (Europe)
Luxembourg
$621K +$524K +1,021 +537%
NIMI
503
Natixis Investment Managers International
France
$620K +$49.3K +96 +9%
CCM
504
Coldstream Capital Management
Washington
$610K -$23.1K -45 -4%
PA
505
Pinnacle Associates
New York
$606K +$3.08K +6 +0.5%
BFS
506
Bradley Foster & Sargent
Connecticut
$606K – – –
WPC
507
Wedmont Private Capital
Pennsylvania
$603K +$117K +227 +24%
BWP
508
Balboa Wealth Partners
Arizona
$599K -$118K -229 -16%
IFWM
509
Institute for Wealth Management
Colorado
$599K +$513 +1 +0.1%
HCA
510
Harbor Capital Advisors
Illinois
$598K -$8.21K -16 -1%
SC
511
Scotia Capital
Ontario, Canada
$595K +$297K +578 +99%
OC
512
Oppenheimer & Co
New York
$593K +$593K +1,156 New
S
513
SignatureFD
Georgia
$593K +$39.5K +77 +7%
PC
514
Pier Capital
Connecticut
$587K -$12.3K -24 -2%
FMAEN1
515
Fund Management at Engine No 1
California
$580K +$44.6K +87 +8%
RC
516
Roundview Capital
New Jersey
$567K +$513 +1 +0.1%
CC
517
Centiva Capital
New York
$565K +$252K +491 +80%
AFA
518
Abacus FCF Advisors
Florida
$561K -$330K -643 -37%
AAM
519
Advisors Asset Management
Colorado
$559K +$5.13K +10 +0.9%
EA
520
Emerald Advisers
Pennsylvania
$558K +$558K +1,088 New
SLG
521
Stanley-Laman Group
Pennsylvania
$548K – – –
OTPPB
522
Ontario Teachers' Pension Plan Board
Ontario, Canada
$546K -$178K -346 -25%
EWM
523
Evercore Wealth Management
New York
$545K +$18K +35 +3%
I
524
InceptionR
California
$541K +$541K +1,055 New
LNC
525
Lincoln National Corp
Pennsylvania
$534K -$29.8K -58 -5%
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