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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 %
CCA
576
Checchi Capital Advisers
California
$385K -$8.72K -17 -2%
SWA
577
SFMG Wealth Advisors
Texas
$379K – – –
VCM
578
Virtue Capital Management
Tennessee
$378K – – –
ONB
579
Old National Bancorp
Indiana
$378K +$82.1K +160 +28%
WI
580
WBI Investments
New Jersey
$378K +$378K +737 New
HWAM
581
Hennion & Walsh Asset Management
New Jersey
$377K +$8.21K +16 +2%
TFA
582
Toth Financial Advisory
Virginia
$373K +$349K +680 +1,447%
BBHC
583
Brown Brothers Harriman & Co
New York
$370K +$27.7K +54 +8%
ZB
584
Zions Bancorporation
Utah
$363K -$5.13K -10 -1%
ITFISA
585
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$359K – – –
AWA
586
Arkadios Wealth Advisors
Georgia
$358K -$1.54K -3 -0.4%
QCG
587
Quadrant Capital Group
Ohio
$356K +$18.5K +36 +5%
CWM
588
Connecticut Wealth Management
Connecticut
$354K +$354K +689 New
CWM
589
Cornerstone Wealth Management
Missouri
$352K +$352K +687 New
JF
590
JSF Financial
California
$350K -$18.5K -36 -5%
PPC
591
Park Place Capital
Alabama
$348K -$10.8K -21 -3%
GLR
592
Great Lakes Retirement
Ohio
$345K -$46.2K -90 -12%
SFI
593
Siemens Fonds Invest
Germany
$345K – – –
Verition Fund Management
594
Verition Fund Management
Connecticut
$343K -$11M -21,360 -97%
CG
595
Caprock Group
Idaho
$343K +$14.9K +29 +5%
MC
596
Maverick Capital
Texas
$335K -$316K -616 -49%
PWM
597
Perigon Wealth Management
California
$334K -$20.5K -40 -6%
LA
598
Legacy Advisors
Pennsylvania
$331K +$6.16K +12 +2%
NW
599
NewEdge Wealth
Pennsylvania
$331K +$65.7K +128 +25%
KA
600
Kintegral Advisory
New York
$331K – – –
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