MSCI icon

MSCI
MSCI

Overview Fund Activity

870 hedge funds and large institutions have $40.7B invested in MSCI in 2023 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 316 increasing their positions, 339 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
870
Holders Change
+45
Holders Change %
+5.45%
% of All Funds
12.75%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
112
Increased
316
Reduced
339
Closed
56
Calls
$222M
Puts
$204M
Net Calls
+$18.3M
Net Calls Change
+$3.16M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$922M
2
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$332M
3
Millennium Management
Millennium Management
New York
$174M
4
Capital International Investors
Capital International Investors
California
$976M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
$354M

Top Sellers

1
AIM
Alphinity Investment Management
Australia
$0
2
AllianceBernstein
AllianceBernstein
Tennessee
$1.13B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$963M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$6.02M
5
AI
Axiom Investors
Connecticut
$150K
Name Holding Trade Value Shares
Change 		Shares
Change %
TCWA
751
Turtle Creek Wealth Advisors
Texas
$56.6K +$56.6K +100 New
GCGDR
752
Geo Capital Gestora de Recursos
Brazil
$56K -$5.66K -10 -9%
AGWCA
753
Annis Gardner Whiting Capital Advisors
Florida
$56K -$566 -1 -1%
CWC
754
Carolinas Wealth Consulting
North Carolina
$55.5K +$14.7K +26 +36%
UB
755
UMB Bank
Missouri
$54.9K -$7.92K -14 -13%
MCM
756
MV Capital Management
Maryland
$52.6K +$1.13K +2 +2%
PTC
757
Private Trust Company
Ohio
$51.5K – – –
CA
758
Clearstead Advisors
Ohio
$50.9K -$45.3K -80 -47%
WTA
759
Washington Trust Advisors
Massachusetts
$49.3K +$5.1K +9 +12%
FUBT
760
First United Bank & Trust
Maryland
$48.1K +$48.1K +85 New
GBT
761
Grove Bank & Trust
Florida
$43.6K -$21.5K -38 -33%
ANBT
762
American National Bank & Trust
Texas
$39.6K +$36.8K +65 +1,300%
FMII
763
Farmers & Merchants Investments Inc
Nebraska
$34.5K – – –
TFIPS
764
Towarzystwo Funduszy Inwestycyjnych PZU SA
$33.9K +$33.9K +60 New
OP
765
ORG Partners
Indiana
$31.1K -$1.13K -2 -4%
HFM
766
Harvest Fund Management
China
$29K -$58K -102 -67%
MCM
767
MidAtlantic Capital Management
Virginia
$28.3K +$28.3K +50 New
NS
768
NBC Securities
Alabama
$27K +$2.25K +4 +9%
DCP
769
DSM Capital Partners
Florida
$23.8K +$23.8K +42 New
WT
770
Washington Trust
Rhode Island
$23.2K -$1.7K -3 -7%
AAP
771
Arax Advisory Partners
Colorado
$23.2K – – –
NL
772
NVWM LLC
Pennsylvania
$22.6K +$22.6K +40 New
BIA
773
Bell Investment Advisors
California
$22.1K +$1.7K +3 +8%
C
774
Covestor
United Kingdom
$21K -$1.17K -2 -5%
CT
775
Cambridge Trust
Massachusetts
$20.9K -$1.7K -3 -8%
29 30
31
32 33