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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
1
Edgewood Management
Connecticut
$632M
2
PAM
2
PineStone Asset Management
Quebec, Canada
$241M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$391M
4
American Century Companies
4
American Century Companies
Missouri
$493M
5
Los Angeles Capital Management
5
Los Angeles Capital Management
California
$125M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$20.3M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$276M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$1.21B
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.27B
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$65.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
601
Parallel Advisors
California
$331K +$6.68K +13 +2%
LA
602
LBP AM
France
$328K +$108K +211 +49%
AR
603
Apeiron RIA
Texas
$328K +$15.9K +31 +5%
JF
604
Jump Financial
Illinois
$326K -$5.46M -10,639 -94%
CGL
605
Clarius Group LLC
Washington
$321K -$161K -314 -33%
SPC
606
Sigma Planning Corp
Michigan
$316K +$41.6K +81 +15%
DADC
607
D.A. Davidson & Co
Montana
$315K +$315K +614 New
BBA
608
Braun-Bostich & Associates
Pennsylvania
$309K +$309K +602 New
UM
609
UniSuper Management
Australia
$308K – – –
WWM
610
WJ Wealth Management
Arizona
$308K – – –
FMLI
611
Fukoku Mutual Life Insurance
Japan
$301K – – –
SW
612
SVB Wealth
Massachusetts
$298K -$6.16K -12 -2%
GL
613
Graypoint LLC
New York
$298K +$16.9K +33 +6%
MA
614
MJP Associates
Connecticut
$296K +$72.8K +142 +33%
FAM
615
Fenimore Asset Management
New York
$293K – – –
BL
616
Balentine LLC
Georgia
$293K +$10.3K +20 +4%
GC
617
Gilbert & Cook
Iowa
$293K +$293K +571 New
FP
618
Foundry Partners
Minnesota
$292K -$121K -236 -29%
JCM
619
J2 Capital Management
Michigan
$289K – – –
FHA
620
Flagship Harbor Advisors
Massachusetts
$288K +$18K +35 +7%
TPWA
621
TRUE Private Wealth Advisors
Oregon
$284K +$50.3K +98 +21%
VFA
622
Valeo Financial Advisors
Indiana
$280K +$56.4K +110 +25%
HI
623
Horizon Investments
North Carolina
$275K +$2.05K +4 +0.7%
SQA
624
Simon Quick Advisors
New Jersey
$275K +$275K +536 New
WTC
625
WhitTier Trust Company
Nevada
$273K +$3.59K +7 +1%
23 24
25
26 27