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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 %
BBA
651
Baader Bank Aktiengesellschaft
Germany
$230K +$230K +504 New
RB
652
Renasant Bank
Mississippi
$230K +$4.11K +8 +2%
STA
653
Summit Trail Advisors
New York
$229K +$229K +446 New
AA
654
Ancora Advisors
Ohio
$228K – – –
PP
655
PDS Planning
Ohio
$228K +$7.7K +15 +3%
CPW
656
Crestmont Private Wealth
Texas
$226K -$48.7K -95 -18%
VFA
657
Values First Advisors
Tennessee
$222K +$222K +433 New
RSWM
658
Robertson Stephens Wealth Management
California
$220K +$220K +429 New
DWT
659
Dorsey & Whitney Trust
South Dakota
$218K +$218K +425 New
SVWAG
660
Sound View Wealth Advisors Group
Georgia
$218K +$218K +424 New
ST
661
Smithfield Trust
Pennsylvania
$215K – – –
TAM
662
Tocqueville Asset Management
New York
$213K +$213K +415 New
DS
663
DRW Securities
Illinois
$210K -$101K -197 -32%
WI
664
WrapManager Inc
California
$210K +$210K +409 New
KCM
665
Kathmere Capital Management
Pennsylvania
$207K +$207K +403 New
BEC
666
Blue Edge Capital
Virginia
$205K +$205K +400 New
MFA
667
Mayflower Financial Advisors
Massachusetts
$205K +$205K +400 New
VSQM
668
V-Square Quantitative Management
Illinois
$205K +$205K +400 New
WPW
669
Waldron Private Wealth
Pennsylvania
$204K +$204K +398 New
SC
670
Scholtz & Company
Connecticut
$204K +$204K +398 New
WA
671
Wealth Alliance
New York
$202K -$87.8K -171 -30%
GFP
672
Gryphon Financial Partners
Ohio
$202K +$202K +394 New
CIA
673
Choate Investment Advisors
Massachusetts
$201K +$201K +392 New
SS
674
Sunbelt Securities
Texas
$200K -$2.05K -4 -1%
WT
675
Whittier Trust
California
$191K +$33.9K +66 +22%
25 26
27
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