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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 %
EAM
776
Eukles Asset Management
Ohio
$5.64K – – –
LF
777
Lee Financial
Texas
$5.64K – – –
VCM
778
Versant Capital Management
Arizona
$5.64K – – –
DAM
779
Delta Asset Management
Tennessee
$5.64K – – –
MWM
780
Mascoma Wealth Management
New Hampshire
$5.64K +$5.64K +11 New
IBOK
781
Independence Bank of Kentucky
Kentucky
$5.13K – – –
RA
782
Rational Advisors
New York
$4.69K – – –
AFG
783
Albion Financial Group
Utah
$4.62K – – –
RWPA
784
Richard W. Paul & Associates
Michigan
$4.62K -$1.03K -2 -18%
PCTC
785
Perkins Coie Trust Company
Washington
$4.62K +$4.62K +9 New
MCM
786
Manchester Capital Management
Vermont
$4.11K – – –
POIA
787
Pin Oak Investment Advisors
Texas
$4K – – –
SIC
788
SJS Investment Consulting
Ohio
$3.59K – – –
MFT
789
Moisand Fitzgerald Tamayo
Florida
$3.59K – – –
RTL
790
Red Tortoise LLC
Georgia
$3.59K – – –
JFA
791
JNBA Financial Advisors
Minnesota
$3.08K – – –
TCA
792
Trifecta Capital Advisors
Illinois
$3.08K – – –
HPC
793
HM Payson & Co
Maine
$3.08K +$3.08K +6 New
RFG
794
RFP Financial Group
Georgia
$3.08K – – –
DJSG
795
D.J. St. Germain
Massachusetts
$3.08K +$3.08K +6 New
CMP
796
Coston McIsaac & Partners
Maine
$3K – – –
BCMLT
797
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.82K – – –
JGIA
798
Jackson Grant Investment Advisers
Connecticut
$2.57K – – –
NFSG
799
Newbridge Financial Services Group
Florida
$2.57K – – –
ANBT
800
American National Bank & Trust
Texas
$2.57K – – –
30 31
32
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