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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 %
VI
601
Versor Investments
New York
$286K +$286K +609 New
AR
602
Apeiron RIA
Texas
$285K +$12.7K +27 +5%
DS
603
DRW Securities
Illinois
$285K +$285K +607 New
XT
604
XTX Topco
Cayman Islands
$283K -$1.48M -3,160 -84%
QCM
605
Quantinno Capital Management
New York
$282K -$145K -308 -34%
UM
606
UniSuper Management
Australia
$282K +$282K +600 New
WWM
607
WJ Wealth Management
Arizona
$282K +$282K +600 New
EAM
608
Empirical Asset Management
Massachusetts
$278K +$278K +593 New
SW
609
SVB Wealth
Massachusetts
$278K -$43.2K -92 -13%
BRWA
610
B. Riley Wealth Advisors
Florida
$277K -$84K -179 -23%
FMLI
611
Fukoku Mutual Life Insurance
Japan
$275K – – –
MG
612
Meritage Group
California
$275K +$275K +585 New
SGI
613
Summit Global Investments
Utah
$273K +$273K +582 New
SC
614
Scotia Capital
Ontario, Canada
$273K -$89.2K -190 -25%
ONB
615
Old National Bancorp
Indiana
$271K +$68.5K +146 +34%
DGAM
616
Desjardins Global Asset Management
Quebec, Canada
$270K -$54K -115 -17%
BTWM
617
Baker Tilly Wealth Management
Wisconsin
$268K -$18.3K -39 -6%
FAM
618
Fenimore Asset Management
New York
$268K – – –
AC
619
Avory & Company
Florida
$267K +$267K +569 New
WA
620
Wealth Alliance
New York
$265K -$26.3K -56 -9%
JCM
621
J2 Capital Management
Michigan
$265K -$98.6K -210 -27%
BL
622
Balentine LLC
Georgia
$259K -$3.75K -8 -1%
GL
623
Graypoint LLC
New York
$257K -$23K -49 -8%
EH
624
Equitable Holdings
New York
$257K +$16.9K +36 +7%
CPW
625
Crestmont Private Wealth
Texas
$252K +$25.3K +54 +11%
23 24
25
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