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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 %
CIC
626
Chilton Investment Company
Connecticut
$272K – – –
SMA
627
Sage Mountain Advisors
Georgia
$268K +$268K +522 New
JAFL
628
Jay A. Fishman Ltd
Michigan
$267K – – –
PCS
629
Personal CFO Solutions
New Jersey
$264K +$264K +515 New
FFM
630
Forum Financial Management
Illinois
$264K – – –
SC
631
Syon Capital
California
$261K +$261K +508 New
BCM
632
BluePath Capital Management
Georgia
$256K +$256K +499 New
SI
633
Stephens Inc
Arkansas
$254K +$254K +496 New
KWM
634
Kolinsky Wealth Management
New Jersey
$254K +$5.13K +10 +2%
PFS
635
Prospera Financial Services
Texas
$252K +$16.6K +32 +7%
EWA
636
EP Wealth Advisors
California
$248K -$13M -25,345 -98%
VAS
637
Vestmark Advisory Solutions
Massachusetts
$246K -$405K -790 -62%
CCA
638
Catalyst Capital Advisors
New York
$246K – – –
IAS
639
Insigneo Advisory Services
Florida
$246K +$246K +480 New
CAL
640
Capital Advisors Ltd
Ohio
$245K +$9.76K +19 +4%
CI
641
Conning Inc
Connecticut
$245K -$6.67K -13 -3%
Northwestern Mutual Wealth Management
642
Northwestern Mutual Wealth Management
Wisconsin
$245K -$9.24K -18 -4%
IIM
643
INTECH Investment Management
Florida
$242K -$533K -1,039 -69%
WANY
644
Wealthspire Advisors (New York)
New York
$242K +$242K +472 New
EWA
645
EverSource Wealth Advisors
Alabama
$239K +$27.2K +53 +13%
IAA
646
Independent Advisor Alliance
North Carolina
$237K -$8.73K -17 -4%
SIM
647
Sentry Investment Management
Wisconsin
$236K -$505K -984 -68%
DCM
648
Dupont Capital Management
Delaware
$234K -$11.5M -22,348 -98%
MG
649
Meritage Group
California
$233K -$67.2K -131 -22%
WCM
650
WealthBridge Capital Management
Ohio
$231K -$2.57K -5 -1%
24 25
26
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