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MSCI
MSCI

Overview Fund Activity

869 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, 338 reducing their positions, and 56 closing their positions.

Holders
869
Holders Change
+45
Holders Change %
+5.46%
% of All Funds
12.74%
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
338
Closed
56
Calls
$222M
Puts
$204M
Net Calls
+$18.3M
Net Calls Change
+$3.16M

Top Buyers

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

Top Sellers

1
AIM
1
Alphinity Investment Management
Australia
$0
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$1.13B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$963M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$6.02M
5
AI
5
Axiom Investors
Connecticut
$150K
Name Holding Trade Value Shares
Change 		Shares
Change %
FCA
826
FinTrust Capital Advisors
South Carolina
$3.96K +$3.96K +7 New
CCA
827
Criterion Capital Advisors
Tennessee
$3.96K +$3.96K +7 New
BGAI
828
Bruce G. Allen Investments
Colorado
$3.96K +$3.96K +7 New
CCM
829
Chilton Capital Management
Texas
$3.96K +$3.96K +7 New
DF
830
Dunhill Financial
United Kingdom
$3.61K +$3.61K +6 New
JFA
831
JNBA Financial Advisors
Minnesota
$3.39K – – –
RFG
832
RFP Financial Group
Georgia
$3.39K – – –
DJSG
833
D.J. St. Germain
Massachusetts
$3.39K – – –
DPW
834
DiNuzzo Private Wealth
Pennsylvania
$3.39K +$3.39K +6 New
BCMLT
835
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.08K – – –
CMP
836
Coston McIsaac & Partners
Maine
$3K – – –
AW
837
Avion Wealth
Texas
$3K +$1K +2 +50%
LF
838
Lee Financial
Texas
$2.83K -$3.4K -6 -55%
NFSG
839
Newbridge Financial Services Group
Florida
$2.83K – – –
JGIA
840
Jackson Grant Investment Advisers
Connecticut
$2.83K – – –
CAS
841
Coppell Advisory Solutions
Texas
$2.83K +$2.83K +5 New
FGAM
842
Financial Gravity Asset Management
Texas
$2.45K +$1.22K +2 +100%
MFT
843
Moisand Fitzgerald Tamayo
Florida
$2.26K -$1.7K -3 -43%
MHR
844
Matthew Hamilton Rosenberg
$2.26K – – –
CTB
845
Country Trust Bank
Illinois
$2.26K +$2.26K +4 New
PVH
846
Psagot Value Holdings
Israel
$2K – – –
MA
847
MCF Advisors
Kentucky
$1.7K -$8.49K -15 -83%
HWM
848
HighMark Wealth Management
Minnesota
$1.7K – – –
CPG
849
Cornerstone Planning Group
New Jersey
$1.7K – – –
HWP
850
Highline Wealth Partners
California
$1.7K – – –
32 33
34
35 36