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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 %
CA
576
Cetera Advisors
Colorado
$343K +$33.8K +72 +11%
JF
577
JSF Financial
California
$337K -$46.9K -100 -12%
HWAM
578
Hennion & Walsh Asset Management
New Jersey
$337K +$337K +719 New
MM
579
MQS Management
New York
$337K +$337K +718 New
ZB
580
Zions Bancorporation
Utah
$336K -$34.3K -73 -9%
CB
581
CNB Bank
Pennsylvania
$330K – – –
AWA
582
Arkadios Wealth Advisors
Georgia
$329K +$329K +701 New
PPC
583
Park Place Capital
Alabama
$329K -$12.2K -26 -4%
ITFISA
584
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$329K – – –
AC
585
AXQ Capital
New Jersey
$329K +$329K +700 New
PWM
586
Perigon Wealth Management
California
$324K -$7.04K -15 -2%
MG
587
Mather Group
Illinois
$316K +$119K +253 +60%
SFI
588
Siemens Fonds Invest
Germany
$314K – – –
BBHC
589
Brown Brothers Harriman & Co
New York
$313K -$939 -2 -0.3%
GCM
590
Graham Capital Management
Connecticut
$311K -$393K -837 -56%
QCG
591
Quadrant Capital Group
Ohio
$308K -$52.1K -111 -14%
EF
592
Empowered Funds
Pennsylvania
$305K -$34.3K -73 -10%
EST
593
EA Series Trust
Pennsylvania
$305K +$305K +650 New
KA
594
Kintegral Advisory
New York
$303K – – –
CG
595
Caprock Group
Idaho
$300K -$75.6K -161 -20%
HWM
596
HB Wealth Management
Georgia
$298K -$39.9K -85 -12%
LA
597
Legacy Advisors
Pennsylvania
$298K +$298K +634 New
PA
598
Parallel Advisors
California
$297K -$15.5K -33 -5%
SOS
599
Silver Oak Securities
Tennessee
$287K +$287K +611 New
CC
600
Centiva Capital
New York
$287K +$6.1K +13 +2%
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