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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 %
PFBT
701
Parkside Financial Bank & Trust
Missouri
$75.4K +$7.7K +15 +11%
AIM
702
Anchor Investment Management
South Carolina
$72.9K -$483K -941 -87%
JWA
703
JFS Wealth Advisors
Pennsylvania
$69.8K – – –
GWS
704
Glassman Wealth Services
Virginia
$69.3K -$513 -1 -0.7%
RTC
705
Riverview Trust Company
Washington
$68.2K – – –
PMAM
706
Picton Mahoney Asset Management
Ontario, Canada
$64K -$160K -312 -71%
GFPC
707
Global Financial Private Client
Florida
$59.3K – – –
GBT
708
Grove Bank & Trust
Florida
$59K +$2.05K +4 +4%
UB
709
UMB Bank
Missouri
$57K – – –
GCGDR
710
Geo Capital Gestora de Recursos
Brazil
$56K -$12.8K -25 -19%
BC
711
Barrett & Company
Rhode Island
$54.4K – – –
KFS
712
Kelly Financial Services
Massachusetts
$52.8K +$2.05K +4 +4%
HFS
713
Hantz Financial Services
Michigan
$52K -$3.09K -6 -6%
AGWCA
714
Annis Gardner Whiting Capital Advisors
Florida
$51.3K +$51.3K +100 New
LS
715
Livforsakringsbolaget Skandia
Sweden
$51.3K – – –
EFMH
716
E Fund Management (HK)
Hong Kong
$50K +$50K +97 New
HNB
717
Huntington National Bank
Ohio
$49.8K -$92.4K -180 -65%
MCM
718
MV Capital Management
Maryland
$46.7K -$513 -1 -1%
PTC
719
Private Trust Company
Ohio
$46.7K -$6.67K -13 -13%
RFA
720
Resurgent Financial Advisors
Georgia
$45.2K -$8.72K -17 -16%
AP
721
Arlington Partners
Alabama
$45.2K – – –
AT
722
Arlington Trust
Alabama
$45.2K +$45.2K +88 New
QC
723
Quent Capital
New York
$41.7K – – –
WTA
724
Washington Trust Advisors
Massachusetts
$40.2K -$6.7K -13 -14%
BTI
725
Blue Trust Inc
Georgia
$37K +$19K +41 +105%
27 28
29
30 31