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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 %
MCM
801
Manchester Capital Management
Vermont
$9.05K +$4.53K +8 +100%
SCA
802
Stuart Chaussee & Associates
California
$8.49K – – –
VCM
803
Versant Capital Management
Arizona
$7.92K +$1.7K +3 +27%
EPW
804
Evergreen Private Wealth
Colorado
$7.92K +$7.92K +14 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
805
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$7.35K -$1.19M -2,106 -99%
KFI
806
Key Financial Inc
Pennsylvania
$7.35K – – –
LIWM
807
Long Island Wealth Management
New York
$7K +$7K +12 New
AWM
808
Abound Wealth Management
Tennessee
$6.79K – – –
PWMG
809
Prestige Wealth Management Group
New Jersey
$6.79K – – –
DCM
810
Davidson Capital Management
Texas
$6.79K – – –
DAM
811
Delta Asset Management
Tennessee
$6.79K +$566 +1 +9%
WPA
812
West Paces Advisors
Georgia
$6.79K +$6.79K +12 New
RCM
813
Raleigh Capital Management
North Carolina
$6.22K +$6.22K +11 New
EBA
814
Eagle Bay Advisors
New York
$6.22K -$2.26K -4 -27%
EAM
815
Eukles Asset Management
Ohio
$6.22K – – –
WTG
816
West Tower Group
Virginia
$5.66K -$30K -53 -84%
IBOK
817
Independence Bank of Kentucky
Kentucky
$5.66K – – –
RWPA
818
Richard W. Paul & Associates
Michigan
$5.09K – – –
AFG
819
Albion Financial Group
Utah
$5.09K – – –
AEPWM
820
Atlantic Edge Private Wealth Management
Florida
$5.09K +$5.09K +9 New
SIC
821
SJS Investment Consulting
Ohio
$4.53K +$566 +1 +14%
FRA
822
Frank Rimerman Advisors
California
$4.53K +$4.53K +8 New
Jones Financial Companies
823
Jones Financial Companies
Missouri
$4.53K +$4.53K +8 New
POIA
824
Pin Oak Investment Advisors
Texas
$4K – – –
RTL
825
Red Tortoise LLC
Georgia
$3.96K – – –
31 32
33
34 35