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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 %
EWM
526
Evercore Wealth Management
New York
$482K -$23.5K -50 -5%
DIA
527
Dana Investment Advisors
Wisconsin
$473K -$555K -1,182 -54%
HA
528
Harbor Advisors
Florida
$469K – – –
WPC
529
Wedmont Private Capital
Pennsylvania
$469K -$24.9K -50 -5%
WWP
530
WR Wealth Planners
Missouri
$455K +$17.4K +37 +4%
BHPW
531
Beverly Hills Private Wealth
California
$454K +$36.9K +68 +9%
FCP
532
Fidelis Capital Partners
Florida
$454K +$45.1K +96 +11%
BPA
533
Beacon Pointe Advisors
California
$452K -$61.5K -131 -12%
PA
534
Profund Advisors
Maryland
$449K -$7.98K -17 -2%
CI
535
Cigna Investments
Connecticut
$449K – – –
MCM
536
MAI Capital Management
Ohio
$448K -$16.9K -36 -4%
AIP
537
Ameritas Investment Partners
Nebraska
$446K -$19.2K -41 -4%
MWM
538
Meridian Wealth Management
Kentucky
$443K +$443K +944 New
BFM
539
Boothbay Fund Management
New York
$442K +$442K +941 New
CGL
540
Clarius Group LLC
Washington
$441K -$39.9K -85 -8%
TAM
541
Trust Asset Management
Texas
$431K – – –
DF
542
Donoghue Forlines
Massachusetts
$427K +$172K +366 +67%
PCM
543
Penserra Capital Management
California
$424K -$2.05M -4,370 -83%
BCM
544
Bayesian Capital Management
New York
$422K -$581K -1,238 -58%
BHCM
545
Boulder Hill Capital Management
New York
$422K +$422K +900 New
PAG
546
Private Advisor Group
New Jersey
$420K +$54.8K +101 +15%
BAMF
547
BI Asset Management Fondsmaeglerselskab
Denmark
$420K +$155K +330 +59%
OIA
548
OneDigital Investment Advisors
Kansas
$419K +$5.16K +11 +1%
P
549
Pitcairn
Pennsylvania
$414K +$2.82K +6 +0.7%
TC
550
TownSquare Capital
Utah
$407K +$84K +179 +26%
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