MSCI icon

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 %
HFS
701
Hantz Financial Services
Michigan
$50K -$15.9K -34 -24%
BC
702
Barrett & Company
Rhode Island
$49.7K – – –
RFA
703
Resurgent Financial Advisors
Georgia
$49.3K -$469 -1 -0.9%
PTC
704
Private Trust Company
Ohio
$48.8K +$6.57K +14 +16%
LS
705
Livforsakringsbolaget Skandia
Sweden
$46.9K – – –
KFS
706
Kelly Financial Services
Massachusetts
$46.4K +$15.9K +34 +52%
MCM
707
MV Capital Management
Maryland
$43.2K -$2.35K -5 -5%
WTA
708
Washington Trust Advisors
Massachusetts
$42.7K – – –
AP
709
Arlington Partners
Alabama
$41.3K – – –
CWC
710
Carolinas Wealth Consulting
North Carolina
$40.9K -$8.92K -19 -18%
CA
711
Clearstead Advisors
Ohio
$39.9K – – –
RI
712
Ridgewood Investments
New Jersey
$38.5K – – –
QC
713
Quent Capital
New York
$38.1K +$2.35K +5 +7%
ETC
714
Exchange Traded Concepts
Oklahoma
$35.7K +$21.6K +46 +153%
FMII
715
Farmers & Merchants Investments Inc
Nebraska
$28.6K – – –
AF
716
Advisornet Financial
Minnesota
$26.3K -$12.7K -27 -33%
OCM
717
Osterweis Capital Management
California
$24.4K – – –
OC
718
Oakworth Capital
Alabama
$22.5K +$22.5K +48 New
TFA
719
Toth Financial Advisory
Virginia
$22.1K -$3.75K -8 -15%
PGAM
720
Princeton Global Asset Management
New Jersey
$21.6K – – –
BTI
721
Blue Trust Inc
Georgia
$21K +$2.69K +5 +15%
WT
722
Washington Trust
Rhode Island
$20.2K – – –
BIA
723
Bell Investment Advisors
California
$19.2K -$2.35K -5 -11%
C
724
Covestor
United Kingdom
$18K -$23.8K -49 -57%
CT
725
Cambridge Trust
Massachusetts
$17.4K -$1.41K -3 -8%
27 28
29
30 31