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MSCI
MSCI

Overview Fund Activity

824 hedge funds and large institutions have $36.6B invested in MSCI in 2023 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 302 increasing their positions, 312 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
824
Holders Change
+17
Holders Change %
+2.11%
% of All Funds
13.14%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
98
Increased
302
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 %
CAC
751
Core Alternative Capital
Georgia
$13.9K – – –
ADL
752
Asset Dedication LLC
California
$13K – – –
LFA
753
LGT Financial Advisors
Texas
$12.8K +$12.8K +25 New
GKIM
754
GW&K Investment Management
Massachusetts
$12K +$1.5K +3 +14%
BAAM
755
Baker Avenue Asset Management
California
$11.8K – – –
VWM
756
Venturi Wealth Management
Texas
$11.8K +$2.05K +4 +21%
AF
757
Advisornet Financial
Minnesota
$10.8K -$18K -35 -63%
OC
758
Oakworth Capital
Alabama
$10.3K -$14.4K -28 -58%
HDIM
759
Hanson & Doremus Investment Management
Vermont
$10K +$10K +20 New
CHA
760
Carmichael Hill & Associates
Maryland
$9.75K – – –
SWA
761
Sutton Wealth Advisors
Florida
$9.75K +$3.59K +7 +58%
GIA
762
GHP Investment Advisors
Colorado
$9.7K +$9.7K +19 New
MA
763
MCF Advisors
Kentucky
$9.24K +$7.7K +15 +500%
HIA
764
Harbor Investment Advisory
Maryland
$8.72K – – –
TAM
765
Tucker Asset Management
Colorado
$8.72K – – –
MAM
766
Marquette Asset Management
Minnesota
$8.21K -$4.11K -8 -33%
SCA
767
Stuart Chaussee & Associates
California
$7.7K – – –
EBA
768
Eagle Bay Advisors
New York
$7.7K +$2.57K +5 +50%
CT
769
Clearstead Trust
Maine
$7.18K +$7.18K +14 New
KFI
770
Key Financial Inc
Pennsylvania
$6.67K – – –
AWM
771
Abound Wealth Management
Tennessee
$6.16K +$513 +1 +9%
SCA
772
Stonebridge Capital Advisors
Minnesota
$6.16K – – –
PWMG
773
Prestige Wealth Management Group
New Jersey
$6.16K +$513 +1 +9%
DCM
774
Davidson Capital Management
Texas
$6.16K +$2.05K +4 +50%
FAM
775
Flaharty Asset Management
Florida
$5.65K +$5.65K +11 New
29 30
31
32 33