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MSCI
MSCI

Overview Fund Activity

814 hedge funds and large institutions have $40.7B invested in MSCI in 2023 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 301 increasing their positions, 301 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
814
Holders Change
+17
Holders Change %
+2.13%
% of All Funds
13.03%
Holding in Top 10
23
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+43.75%
% of All Funds
0.37%
New
110
Increased
301
Reduced
301
Closed
76
Calls
$123M
Puts
$76.3M
Net Calls
+$46.3M
Net Calls Change
+$87.6M

Top Buyers

1
Amundi
Amundi
France
$379M
2
Capital World Investors
Capital World Investors
California
$497M
3
AIM
Alphinity Investment Management
Australia
$191M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$717M
5
PAM
PineStone Asset Management
Quebec, Canada
$181M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$746M
2
DZ Bank
DZ Bank
Germany
$23.5M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$0
4
Citadel Advisors
Citadel Advisors
Florida
$2.14M
5
State Street
State Street
Massachusetts
$1.76B
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
576
HB Wealth Management
Georgia
$403K -$12.9K -23 -3%
HI
577
Horizon Investments
North Carolina
$399K +$399K +715 New
PWM
578
Perigon Wealth Management
California
$395K -$10.1K -18 -2%
CB
579
CNB Bank
Pennsylvania
$394K -$1.12K -2 -0.3%
TC
580
Telemus Capital
Michigan
$390K +$11.8K +21 +3%
DGAM
581
Desjardins Global Asset Management
Quebec, Canada
$386K +$253K +453 +190%
TC
582
TownSquare Capital
Utah
$386K -$4.48K -8 -1%
ITFISA
583
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$384K -$165K -300 -30%
SW
584
SVB Wealth
Massachusetts
$383K -$19K -34 -5%
MC
585
Machina Capital
France
$377K +$377K +674 New
PAG
586
Private Advisor Group
New Jersey
$377K +$8.4K +15 +2%
SFI
587
Siemens Fonds Invest
Germany
$376K -$3.92K -7 -1%
BBHC
588
Brown Brothers Harriman & Co
New York
$375K +$57.1K +102 +18%
PA
589
Parallel Advisors
California
$372K +$13.5K +24 +4%
ACM
590
Acrisure Capital Management
Texas
$371K -$847K -1,514 -70%
CA
591
Cetera Advisors
Colorado
$369K -$4.48K -8 -1%
KA
592
Kintegral Advisory
New York
$361K -$19.6K -35 -5%
WA
593
Wealth Alliance
New York
$347K +$5.04K +9 +1%
D.E. Shaw & Co
594
D.E. Shaw & Co
New York
$347K -$587K -1,048 -63%
FFAM
595
Forge First Asset Management
Canada
$347K -$8.66M -15,500 -96%
BTWM
596
Baker Tilly Wealth Management
Wisconsin
$342K -$6.16K -11 -2%
RP
597
Regal Partners
Australia
$336K +$336K +600 New
CC
598
Centiva Capital
New York
$335K +$335K +598 New
GL
599
Graypoint LLC
New York
$334K +$12.3K +22 +4%
AWP
600
Ascent Wealth Partners
New York
$334K -$3.36K -6 -1%
22 23
24
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