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MSCI
MSCI

Overview Fund Activity

813 hedge funds and large institutions have $40.7B invested in MSCI in 2023 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 301 increasing their positions, 301 reducing their positions, and 76 closing their positions.

Holders
813
Holders Change
+16
Holders Change %
+2.01%
% of All Funds
13.01%
Holding in Top 10
23
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+43.75%
% of All Funds
0.37%
New
109
Increased
301
Reduced
301
Closed
76
Calls
$123M
Puts
$76.3M
Net Calls
+$46.3M
Net Calls Change
+$87.6M

Top Buyers

1
Amundi
1
Amundi
France
$379M
2
Capital World Investors
2
Capital World Investors
California
$497M
3
AIM
3
Alphinity Investment Management
Australia
$191M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$717M
5
PAM
5
PineStone Asset Management
Quebec, Canada
$181M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$746M
2
DZ Bank
2
DZ Bank
Germany
$23.5M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.14M
5
State Street
5
State Street
Massachusetts
$1.76B
Name Market Value Shares Shares
Change 		Shares
Change %
BFM
851
Boothbay Fund Management
New York
– – -559 Closed
HF
852
HRT Financial
New York
– – -539 Closed
HSA
853
HBK Sorce Advisory
Pennsylvania
– – -536 Closed
GWM
854
Gitterman Wealth Management
New Jersey
– – -512 Closed
PI
855
PEAK6 Investments
Illinois
– – -510 Closed
GCP
856
GSA Capital Partners
United Kingdom
– – -474 Closed
MG
857
Meritage Group
California
– – -453 Closed
SWS
858
SYSTM Wealth Solutions
Illinois
– – -452 Closed
WANY
859
Wealthspire Advisors (New York)
New York
– – -444 Closed
SVWAG
860
Sound View Wealth Advisors Group
Georgia
– – -420 Closed
MLA
861
My Legacy Advisors
Oregon
– – -368 Closed
SAM
862
Sycomore Asset Management
France
– – -273 Closed
MCC
863
Money Concepts Capital
Florida
– – -182 Closed
SC
864
Seldon Capital
California
– – -143 Closed
GPI
865
General Partner Inc
Pennsylvania
– – -138 Closed
USCWA
866
U.S. Capital Wealth Advisors
Texas
– – -114 Closed
CLOS
867
Compagnie Lombard Odier SCmA
Switzerland
– – -93 Closed
MUMSS
868
Mitsubishi UFJ Morgan Stanley Securities
Japan
– – -60 Closed
EC
869
Elequin Capital
New York
– – -58 Closed
AWM
870
Accurate Wealth Management
Florida
– – -56 Closed
MWM
871
MinichMacGregor Wealth Management
New York
– – -48 Closed
FCA
872
Fortis Capital Advisors
Kansas
– – -47 Closed
SC
873
Sierra Capital
Florida
– – -46 Closed
BAM
874
Byrne Asset Management
New Jersey
– – -40 Closed
QL
875
Quarry LP
New York
– – -33 Closed
32 33 34
35
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