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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 %
PSP
551
Principal Street Partners
Tennessee
$434K +$434K +846 New
PCM
552
Penserra Capital Management
California
$434K -$29.7K -58 -6%
SIA
553
Schechter Investment Advisors
Michigan
$434K +$434K +845 New
CI
554
Cigna Investments
Connecticut
$432K -$58.9K -115 -12%
DDC
555
DF Dent & Co
Maryland
$428K +$169K +330 +65%
BC
556
Burney Company
Virginia
$428K +$428K +834 New
C
557
Certuity
Florida
$424K +$5.13K +10 +1%
BCFD
558
Boit C.F. David
$411K – – –
SW
559
SteelPeak Wealth
California
$410K +$410K +800 New
BRWA
560
B. Riley Wealth Advisors
Florida
$410K +$107K +208 +35%
CB
561
CNB Bank
Pennsylvania
$410K +$48.7K +95 +13%
EF
562
Empowered Funds
Pennsylvania
$408K +$74.4K +145 +22%
AI
563
AdvisorShares Investments
Maryland
$406K +$406K +791 New
GA
564
Geller Advisors
New York
$405K +$405K +790 New
IEFM
565
IQ EQ Fund Management
Ireland
$405K – – –
MNBTD
566
Moody National Bank Trust Division
Texas
$404K -$3.59K -7 -0.9%
CA
567
Cetera Advisors
Colorado
$403K +$27.7K +54 +7%
Lido Advisors
568
Lido Advisors
California
$401K +$24.6K +48 +7%
ERWM
569
Elk River Wealth Management
Colorado
$400K – – –
BRC
570
Bishop Rock Capital
New York
$399K -$1.03M -2,012 -72%
PA
571
Procyon Advisors
Connecticut
$399K +$399K +778 New
TCBWMS
572
Texas Capital Bank Wealth Management Services
Texas
$398K -$38.5K -75 -9%
BHPW
573
Beverly Hills Private Wealth
California
$394K -$36.4K -71 -8%
MG
574
Mather Group
Illinois
$391K +$46.2K +90 +13%
MFG
575
Menard Financial Group
Texas
$390K +$390K +760 New
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