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MSCI
MSCI

Overview Fund Activity

813 hedge funds and large institutions have $40.7B invested in MSCI in 2023 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 301 increasing their positions, 301 reducing their positions, and 76 closing their positions.

Holders
813
Holders Change
+16
Holders Change %
+2.01%
% of All Funds
13.01%
Holding in Top 10
23
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+43.75%
% of All Funds
0.37%
New
109
Increased
301
Reduced
301
Closed
76
Calls
$123M
Puts
$76.3M
Net Calls
+$46.3M
Net Calls Change
+$87.6M

Top Buyers

1
Amundi
1
Amundi
France
$379M
2
Capital World Investors
2
Capital World Investors
California
$497M
3
AIM
3
Alphinity Investment Management
Australia
$191M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$717M
5
PAM
5
PineStone Asset Management
Quebec, Canada
$181M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$746M
2
DZ Bank
2
DZ Bank
Germany
$23.5M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.14M
5
State Street
5
State Street
Massachusetts
$1.76B
Name Market Value Shares Shares
Change 		Shares
Change %
CWC
701
Carolinas Wealth Consulting
North Carolina
$59.5K 106 +1 +1%
RFA
702
Resurgent Financial Advisors
Georgia
$59.3K 106 -54 -34%
BC
703
Barrett & Company
Rhode Island
$59.2K 106 – –
MHR
704
Matthew Hamilton Rosenberg
$58.2K 104 – –
PCM
705
Pointe Capital Management
Michigan
$56K 100 +100 New
LS
706
Livforsakringsbolaget Skandia
Sweden
$55.9K 100 – –
JGIA
707
Jackson Grant Investment Advisers
Connecticut
$55.4K 99 +5 +5%
QT
708
Quantbot Technologies
New York
$54.9K 98 +98 New
MCM
709
MV Capital Management
Maryland
$54.3K 97 +2 +2%
WTA
710
Washington Trust Advisors
Massachusetts
$50.9K 91 +6 +7%
PTC
711
Private Trust Company
Ohio
$50.4K 90 +4 +5%
AP
712
Arlington Partners
Alabama
$49.3K 88 +8 +10%
C
713
Covestor
United Kingdom
$49K 86 -5 -5%
CA
714
Clearstead Advisors
Ohio
$47.6K 85 +58 +215%
AF
715
Advisornet Financial
Minnesota
$46.5K 83 +3 +4%
RI
716
Ridgewood Investments
New Jersey
$45.9K 82 +82 New
QC
717
Quent Capital
New York
$42.6K 76 – –
KFS
718
Kelly Financial Services
Massachusetts
$36.2K 65 -5 -7%
ACA
719
Atlas Capital Advisors
Wyoming
$34.7K 62 +62 New
FMII
720
Farmers & Merchants Investments Inc
Nebraska
$34.1K 61 – –
HH
721
HWG Holdings
Texas
$31.9K 57 – –
AS
722
Altshuler Shaham
Israel
$31.3K 56 -12 -18%
TFA
723
Toth Financial Advisory
Virginia
$30.8K 55 +55 New
MCM
724
Manchester Capital Management
Vermont
$29.7K 53 +46 +657%
OCM
725
Osterweis Capital Management
California
$29.1K 52 – –
27 28
29
30 31