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MSCI
MSCI

Overview Fund Activity

812 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, 300 reducing their positions, and 76 closing their positions.

Holders
812
Holders Change
+16
Holders Change %
+2.01%
% of All Funds
13%
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
300
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 %
Los Angeles Capital Management
51
Los Angeles Capital Management
California
$127M 226,476 +223,789 +8,329%
Sumitomo Mitsui Trust Group
52
Sumitomo Mitsui Trust Group
Japan
$125M 223,232 -2,953 -1%
Nordea Investment Management
53
Nordea Investment Management
Sweden
$121M 219,127 +62,861 +40%
Axa
54
Axa
France
$119M 212,103 -25,165 -11%
Fundsmith LLP
55
Fundsmith LLP
United Kingdom
$118M 211,317 – –
SEI Investments
56
SEI Investments
Pennsylvania
$116M 207,730 +30,805 +17%
Russell Investments Group
57
Russell Investments Group
United Kingdom
$115M 206,738 +25,143 +14%
Fisher Asset Management
58
Fisher Asset Management
Washington
$114M 203,593 -1,721 -0.8%
Federated Hermes
59
Federated Hermes
Pennsylvania
$114M 203,370 +5,712 +3%
Victory Capital Management
60
Victory Capital Management
Texas
$112M 199,465 +18,012 +10%
Janus Henderson Group
61
Janus Henderson Group
United Kingdom
$111M 198,762 -43,462 -18%
APG Asset Management
62
APG Asset Management
Netherlands
$107M 207,843 +15,850 +8%
FCM
63
Frontier Capital Management
Massachusetts
$97.8M 174,668 +9,262 +6%
Westfield Capital Management
64
Westfield Capital Management
Massachusetts
$93.7M 167,326 -1,377 -0.8%
Baird Financial Group
65
Baird Financial Group
Wisconsin
$93.4M 166,897 +1,752 +1%
Envestnet Asset Management
66
Envestnet Asset Management
Illinois
$93.3M 166,648 +5,924 +4%
BGCP
67
Bristol Gate Capital Partners
Ontario, Canada
$92.4M 165,011 -341 -0.2%
CF
68
Canoe Financial
Alberta, Canada
$91.9M 164,216 +164,216 New
Allianz Asset Management
69
Allianz Asset Management
Germany
$91.1M 162,787 -9,658 -6%
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$88.7M 158,500 +7,341 +5%
National Pension Service
71
National Pension Service
South Korea
$88M 160,299 +28,104 +21%
Chevy Chase Trust
72
Chevy Chase Trust
Maryland
$87.2M 155,849 +929 +0.6%
California Public Employees Retirement System
73
California Public Employees Retirement System
California
$86.6M 154,670 -20,285 -12%
UBS Group
74
UBS Group
Switzerland
$86.1M 153,830 -6,333 -4%
Lord, Abbett & Co
75
Lord, Abbett & Co
New Jersey
$82.5M 147,470 +48,612 +49%
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