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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 %
GRP
676
Global Retirement Partners
California
$187K +$6.02K +12 +3%
MAM
677
Magellan Asset Management
Australia
$178K +$6.67K +13 +4%
ETC
678
Exchange Traded Concepts
Oklahoma
$175K +$136K +265 +349%
IA
679
IFP Advisors
Florida
$162K -$73.9K -144 -31%
DGAM
680
Desjardins Global Asset Management
Quebec, Canada
$150K -$146K -284 -49%
TWC
681
TD Waterhouse Canada
Ontario, Canada
$138K -$14.4K -26 -9%
JAM
682
JCIC Asset Management
Ontario, Canada
$136K -$7.7K -15 -5%
GGI
683
Godsey & Gibb Inc
Virginia
$128K – – –
CYG
684
Clean Yield Group
Vermont
$128K – – –
MIM
685
Meridiem Investment Management
United Kingdom
$126K – – –
KFP
686
KB Financial Partners
New Jersey
$124K -$6.17K -12 -5%
CFGS
687
Concourse Financial Group Securities
Alabama
$119K +$35.4K +69 +42%
HI
688
Harbour Investments
Wisconsin
$115K +$7.7K +15 +7%
GCM
689
Goldstream Capital Management
Hong Kong
$108K – – –
SWM
690
Spire Wealth Management
Virginia
$108K +$4.62K +9 +4%
MPWT
691
MassMutual Private Wealth & Trust
Connecticut
$106K +$13.3K +26 +14%
AA
692
Alta Advisers
United Kingdom
$103K – – –
FDCDDQ
693
Federation des caisses Desjardins du Quebec
Quebec, Canada
$97K -$33.4K -65 -26%
LC
694
Lindbrook Capital
California
$92.4K – – –
AF
695
Allworth Financial
California
$91K -$24.7K -48 -21%
CA
696
Clearstead Advisors
Ohio
$87.2K +$43.6K +85 +100%
MA
697
Montag & Associates
Georgia
$81.6K +$81.6K +159 New
FFA
698
Farther Finance Advisors
California
$78.8K +$13.8K +27 +21%
APW
699
Acima Private Wealth
Virginia
$78.5K – – –
HFM
700
Harvest Fund Management
China
$78K +$74.4K +146 +2,086%
26 27
28
29 30