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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 %
AG
851
Algert Global
California
– -$868K -1,850 Closed
QT
852
Quantamental Technologies
New York
– -$845K -1,800 Closed
TPM
853
Triasima Portfolio Management
Quebec, Canada
– -$1.06M -1,711 Closed
AGC
854
Aspen Grove Capital
Colorado
– -$737K -1,571 Closed
HS
855
HighVista Strategies
Massachusetts
– -$680K -1,448 Closed
NRD
856
Nebula Research & Development
New York
– -$627K -1,337 Closed
BAM
857
Blueshift Asset Management
New Jersey
– -$525K -1,118 Closed
TC
858
Telemus Capital
Michigan
– -$509K -1,084 Closed
CM
859
Capula Management
Cayman Islands
– -$507K -1,080 Closed
BFM
860
Boothbay Fund Management
New York
– -$442K -941 Closed
DF
861
Donoghue Forlines
Massachusetts
– -$427K -909 Closed
BHCM
862
Boulder Hill Capital Management
New York
– -$422K -900 Closed
BCM
863
Bayesian Capital Management
New York
– -$422K -900 Closed
BAMF
864
BI Asset Management Fondsmaeglerselskab
Denmark
– -$420K -894 Closed
BC
865
Brookfield Corp
Ontario, Canada
– -$400K -852 Closed
WEG
866
World Equity Group
Illinois
– -$354K -755 Closed
ICG
867
InterOcean Capital Group
Tennessee
– -$352K -751 Closed
HT
868
Headlands Technologies
Illinois
– -$344K -734 Closed
MM
869
MQS Management
New York
– -$337K -718 Closed
AC
870
AXQ Capital
New Jersey
– -$329K -700 Closed
CWA
871
CM Wealth Advisors
Ohio
– -$375K -681 Closed
VI
872
Versor Investments
New York
– -$286K -609 Closed
EAM
873
Empirical Asset Management
Massachusetts
– -$278K -593 Closed
BTWM
874
Baker Tilly Wealth Management
Wisconsin
– -$268K -572 Closed
AC
875
Avory & Company
Florida
– -$267K -569 Closed
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