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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
Edgewood Management
Connecticut
$632M
2
PAM
PineStone Asset Management
Quebec, Canada
$241M
3
Principal Financial Group
Principal Financial Group
Iowa
$391M
4
American Century Companies
American Century Companies
Missouri
$493M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
$125M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$20.3M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$276M
3
AllianceBernstein
AllianceBernstein
Tennessee
$1.21B
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.27B
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$65.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWC
726
Carolinas Wealth Consulting
North Carolina
$34K -$7.08K -15 -17%
WTG
727
West Tower Group
Virginia
$32.3K -$85.7K -167 -73%
FMII
728
Farmers & Merchants Investments Inc
Nebraska
$31.3K – – –
HL
729
HeadInvest LLC
Maine
$30.4K +$30.4K +60 New
OP
730
ORG Partners
Indiana
$29.2K +$28.7K +56 +5,600%
CFB
731
Cullen/Frost Bankers
Texas
$28.2K -$51.3K -100 -65%
OCM
732
Osterweis Capital Management
California
$26.7K – – –
Optiver Holding
733
Optiver Holding
Netherlands
$25.7K +$25.7K +50 New
PGAM
734
Princeton Global Asset Management
New Jersey
$23.7K – – –
QL
735
Quarry LP
New York
$23.1K +$23.1K +45 New
WT
736
Washington Trust
Rhode Island
$22.6K +$513 +1 +2%
NS
737
NBC Securities
Alabama
$22K +$22K +44 New
AAP
738
Arax Advisory Partners
Colorado
$21K +$21K +41 New
HGERS
739
Householder Group Estate & Retirement Specialist
Arizona
$21K +$21K +41 New
CT
740
Cambridge Trust
Massachusetts
$20.5K +$1.54K +3 +8%
C
741
Covestor
United Kingdom
$20K +$526 +1 +3%
EARNEST Partners
742
EARNEST Partners
Georgia
$19K – – –
TCOV
743
Trust Company of Vermont
Vermont
$19K – – –
BIA
744
Bell Investment Advisors
California
$18.5K -$2.57K -5 -12%
SFG
745
Steward Financial Group
Texas
$17K +$500 +1 +3%
CCP
746
Carmel Capital Partners
California
$15.9K +$15.9K +31 New
GWSG
747
GPS Wealth Strategies Group
Colorado
$15.7K – – –
FMP
748
Financial Management Professionals
Texas
$15K – – –
TWM
749
Tradition Wealth Management
Minnesota
$15K +$517 +1 +4%
VNA
750
Valley National Advisers
Pennsylvania
$15K +$2.59K +5 +21%
28 29
30
31 32