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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 %
SPC
626
Sigma Planning Corp
Michigan
$251K -$295K -627 -54%
HI
627
Horizon Investments
North Carolina
$250K -$84.7K -181 -25%
CIC
628
Chilton Investment Company
Connecticut
$249K – – –
WTC
629
WhitTier Trust Company
Nevada
$247K – – –
FHA
630
Flagship Harbor Advisors
Massachusetts
$247K -$12.7K -27 -5%
MIM
631
Martin Investment Management
Florida
$245K -$7.73M -16,468 -97%
JAFL
632
Jay A. Fishman Ltd
Michigan
$244K – – –
NW
633
NewEdge Wealth
Pennsylvania
$243K +$33.8K +72 +16%
FFM
634
Forum Financial Management
Illinois
$241K +$939 +2 +0.4%
MC
635
Machina Capital
France
$241K -$75.6K -161 -24%
Jacobs Levy Equity Management
636
Jacobs Levy Equity Management
New Jersey
$241K +$241K +513 New
SCM
637
Shelton Capital Management
Colorado
$239K – – –
DDC
638
DF Dent & Co
Maryland
$237K +$237K +504 New
Northwestern Mutual Wealth Management
639
Northwestern Mutual Wealth Management
Wisconsin
$232K +$65.2K +139 +39%
CI
640
Conning Inc
Connecticut
$230K -$30.5K -65 -12%
QI
641
Qtron Investments
Massachusetts
$229K -$366K -780 -62%
SBH
642
Segall Bryant & Hamill
Illinois
$226K -$186K -397 -45%
CCA
643
Catalyst Capital Advisors
New York
$225K +$155K +330 +220%
IAA
644
Independent Advisor Alliance
North Carolina
$224K – – –
KWM
645
Kolinsky Wealth Management
New Jersey
$224K -$14.8K -32 -6%
TFS
646
Thoroughbred Financial Services
Tennessee
$219K – – –
IA
647
IFP Advisors
Florida
$215K -$27.7K -59 -11%
PFS
648
Prospera Financial Services
Texas
$215K -$2.97M -6,265 -93%
CAL
649
Capital Advisors Ltd
Ohio
$215K +$8.92K +19 +4%
TPWA
650
TRUE Private Wealth Advisors
Oregon
$214K +$214K +456 New
24 25
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