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MSCI
MSCI

Overview Fund Activity

808 hedge funds and large institutions have $33.4B invested in MSCI in 2023 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 279 increasing their positions, 329 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
808
Holders Change
-6
Holders Change %
-0.74%
% of All Funds
12.74%
Holding in Top 10
12
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-47.83%
% of All Funds
0.19%
New
88
Increased
279
Reduced
329
Closed
89
Calls
$146M
Puts
$68.3M
Net Calls
+$77.9M
Net Calls Change
+$31.6M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$601M
2
OCBV
Ownership Capital B.V.
Netherlands
$130M
3
Capital Research Global Investors
Capital Research Global Investors
California
$959M
4
Citadel Advisors
Citadel Advisors
Florida
$114M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$132M

Top Sellers

1
WCM Investment Management
WCM Investment Management
California
$0
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$347M
3
DCP
Durable Capital Partners
Maryland
$318M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$375M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.25B
Name Holding Trade Value Shares
Change 		Shares
Change %
RFG
776
RFP Financial Group
Georgia
$2.82K – – –
BCMLT
777
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.82K +$2.82K +6 New
JFA
778
JNBA Financial Advisors
Minnesota
$2.82K +$2.82K +6 New
JGIA
779
Jackson Grant Investment Advisers
Connecticut
$2.35K -$44.1K -94 -95%
ANBT
780
American National Bank & Trust
Texas
$2.35K -$4.22K -9 -64%
DI
781
Disciplined Investments
Oklahoma
$2.35K -$469 -1 -17%
ECM
782
Estabrook Capital Management
New York
$2.35K – – –
WP
783
WealthPLAN Partners
Nebraska
$2.35K – – –
NFSG
784
Newbridge Financial Services Group
Florida
$2.35K – – –
PVH
785
Psagot Value Holdings
Israel
$2K +$2K +4 New
MHR
786
Matthew Hamilton Rosenberg
$1.88K -$46.9K -100 -96%
1832 Asset Management
787
1832 Asset Management
Ontario, Canada
$1.88K +$1.88K +4 New
HWP
788
Highline Wealth Partners
California
$1.41K – – –
DF
789
DecisionPoint Financial
Arizona
$1.41K – – –
HWM
790
HighMark Wealth Management
Minnesota
$1.41K – – –
MA
791
MCF Advisors
Kentucky
$1.41K – – –
GI
792
Gradient Investments
Minnesota
$1.41K +$1.41K +3 New
CPG
793
Cornerstone Planning Group
New Jersey
$1.41K +$1.41K +3 New
AWM
794
Avior Wealth Management
Nebraska
$1.41K – – –
TFA
795
Transamerica Financial Advisors
Florida
$1K – – –
BFEC
796
Benjamin F. Edwards & Company
Missouri
$1K – – –
SF
797
Safeguard Financial
Wisconsin
$1K +$1K +2 New
BWM
798
BerganKDV Wealth Management
Minnesota
$939 -$939 -2 -50%
BSB
799
Bangor Savings Bank
Maine
$939 – – –
AIC
800
Archer Investment Corporation
Indiana
$939 – – –
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