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MSCI
MSCI

Overview Fund Activity

813 hedge funds and large institutions have $40.7B invested in MSCI in 2023 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 301 increasing their positions, 301 reducing their positions, and 76 closing their positions.

Holders
813
Holders Change
+16
Holders Change %
+2.01%
% of All Funds
13.01%
Holding in Top 10
23
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+43.75%
% of All Funds
0.37%
New
109
Increased
301
Reduced
301
Closed
76
Calls
$123M
Puts
$76.3M
Net Calls
+$46.3M
Net Calls Change
+$87.6M

Top Buyers

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

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$746M
2
DZ Bank
2
DZ Bank
Germany
$23.5M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.14M
5
State Street
5
State Street
Massachusetts
$1.76B
Name Holding Trade Value Shares
Change 		Shares
Change %
FMLI
601
Fukoku Mutual Life Insurance
Japan
$329K – – –
WT
602
Whittier Trust
California
$327K +$181K +324 +125%
AR
603
Apeiron RIA
Texas
$325K +$325K +581 New
HFM
604
Harvest Fund Management
China
$321K +$54.8K +98 +21%
FAM
605
Fenimore Asset Management
New York
$320K – – –
BAMF
606
BI Asset Management Fondsmaeglerselskab
Denmark
$316K -$128K -229 -29%
GAM
607
Gotham Asset Management
New York
$316K -$2.6M -4,637 -89%
AA
608
Ancora Advisors
Ohio
$316K -$560 -1 -0.2%
BL
609
Balentine LLC
Georgia
$313K +$2.8K +5 +0.9%
CI
610
Conning Inc
Connecticut
$311K -$3.36K -6 -1%
BAM
611
Blueshift Asset Management
New Jersey
$310K +$310K +554 New
FHA
612
Flagship Harbor Advisors
Massachusetts
$309K -$21.8K -39 -7%
VFA
613
Valeo Financial Advisors
Indiana
$304K +$53.2K +95 +21%
DF
614
Donoghue Forlines
Massachusetts
$304K +$304K +543 New
CIC
615
Chilton Investment Company
Connecticut
$297K -$16.2K -29 -5%
WTC
616
WhitTier Trust Company
Nevada
$294K -$1.68K -3 -0.6%
JAFL
617
Jay A. Fishman Ltd
Michigan
$291K -$14K -25 -5%
CS
618
Comerica Securities
Michigan
$289K +$40.9K +73 +16%
KWM
619
Kolinsky Wealth Management
New Jersey
$289K -$6.15K -11 -2%
FFM
620
Forum Financial Management
Illinois
$287K – – –
EH
621
Equitable Holdings
New York
$286K +$6.72K +12 +2%
FC
622
Forte Capital
New York
$286K -$157K -281 -35%
SCM
623
Shelton Capital Management
Colorado
$285K – – –
WF
624
Wayfinding Financial
Washington
$280K +$280K +501 New
HS
625
HighVista Strategies
Massachusetts
$280K +$280K +500 New
23 24
25
26 27