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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
$241M
3
Principal Financial Group
Principal Financial Group
Iowa
$391M
4
American Century Companies
American Century Companies
Missouri
$493M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
$125M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$20.3M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$276M
3
AllianceBernstein
AllianceBernstein
Tennessee
$1.21B
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.27B
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$65.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
526
Cipher Capital
New York
$524K +$524K +1,021 New
WWP
527
WR Wealth Planners
Missouri
$522K +$24.1K +47 +5%
DIA
528
Dana Investment Advisors
Wisconsin
$517K – – –
HA
529
Harbor Advisors
Florida
$513K – – –
NIM
530
NEOS Investment Management
Connecticut
$508K +$508K +990 New
HWM
531
HB Wealth Management
Georgia
$492K +$166K +324 +51%
FCP
532
Fidelis Capital Partners
Florida
$479K -$17.4K -34 -4%
AIM
533
Aigen Investment Management
New York
$475K +$475K +925 New
TAM
534
Trust Asset Management
Texas
$472K – – –
PAG
535
Private Advisor Group
New Jersey
$471K +$73.9K +144 +19%
MCM
536
MAI Capital Management
Ohio
$468K -$21K -41 -4%
AIP
537
Ameritas Investment Partners
Nebraska
$468K -$19K -37 -4%
PA
538
Profund Advisors
Maryland
$464K -$26.7K -52 -5%
T. Rowe Price Investment Management
539
T. Rowe Price Investment Management
Maryland
$464K +$464K +903 New
P
540
Pitcairn
Pennsylvania
$462K +$9.24K +18 +2%
MYAM
541
Meiji Yasuda Asset Management
Japan
$459K +$61.6K +120 +15%
RJT
542
Raymond James Trust
Florida
$456K +$19.5K +38 +4%
OIA
543
OneDigital Investment Advisors
Kansas
$451K -$6.67K -13 -1%
AWP
544
Ascent Wealth Partners
New York
$450K +$60K +117 +15%
FTDI
545
First Trust Direct Indexing
Massachusetts
$443K +$3.59K +7 +0.8%
RA
546
RFG Advisory
Alabama
$438K -$2.05K -4 -0.5%
MWM
547
Meridian Wealth Management
Kentucky
$437K -$47.2K -92 -10%
WSFS
548
Wilmington Savings Fund Society
Delaware
$437K – – –
VF
549
VitalStone Financial
Texas
$436K +$436K +848 New
SP
550
Symmetry Partners
Connecticut
$435K – – –
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