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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 %
EWA
826
Exencial Wealth Advisors
Oklahoma
– -$1.13M -2,013 Closed
VLC
827
Van Leeuwen & Company
New Jersey
– -$997K -1,782 Closed
WAM
828
Weiss Asset Management
Massachusetts
– -$896K -1,600 Closed
RL
829
Retireful LLC
Michigan
– -$851K -1,521 Closed
AIA
830
Alera Investment Advisors
Illinois
– -$803K -1,434 Closed
HW
831
Hancock Whitney
Mississippi
– -$763K -1,364 Closed
SAS
832
Stelac Advisory Services
New York
– -$686K -1,226 Closed
BWP
833
BSW Wealth Partners
Colorado
– -$663K -1,185 Closed
AWM
834
Angeles Wealth Management
California
– -$628K -1,122 Closed
Rockefeller Capital Management
835
Rockefeller Capital Management
New York
– -$600K -1,074 Closed
CC
836
Cipher Capital
New York
– -$535K -955 Closed
LP
837
LMR Partners
United Kingdom
– -$512K -915 Closed
LOAMS
838
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$490K -876 Closed
NP
839
NorthRock Partners
Minnesota
– -$487K -871 Closed
AAB
840
ABN AMRO Bank
Netherlands
– -$480K -855 Closed
BFA
841
BMS Financial Advisors
South Dakota
– -$474K -847 Closed
PRC
842
Pearl River Capital
Michigan
– -$459K -820 Closed
GC
843
Gilbert & Cook
Iowa
– -$443K -791 Closed
ACM
844
Acrisure Capital Management
Texas
– -$371K -663 Closed
RP
845
Regal Partners
Australia
– -$336K -600 Closed
SC
846
Scholtz & Company
Connecticut
– -$331K -591 Closed
GAM
847
Gotham Asset Management
New York
– -$316K -564 Closed
FC
848
Forte Capital
New York
– -$286K -511 Closed
WF
849
Wayfinding Financial
Washington
– -$280K -501 Closed
PGCM
850
Prescott Group Capital Management
Oklahoma
– -$275K -491 Closed
32 33
34
35 36