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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 %
CPG
851
Cornerstone Planning Group
New Jersey
$1.7K – – –
FG
852
Fairman Group
Pennsylvania
$1.7K +$1.7K +3 New
AP
853
Aspect Partners
Virginia
$1.7K +$1.7K +3 New
BAM
854
Bellevue Asset Management
Washington
$1.7K – – –
S
855
Sachetta
Massachusetts
$1.13K +$1.13K +2 New
AWM
856
Avior Wealth Management
Nebraska
$1.13K -$566 -1 -33%
BSB
857
Bangor Savings Bank
Maine
$1.13K – – –
AIC
858
Archer Investment Corporation
Indiana
$1.13K – – –
PWA
859
Provenance Wealth Advisors
Florida
$1.13K +$1.13K +2 New
SIS
860
Sound Income Strategies
Florida
$1.13K +$1.13K +2 New
PA
861
Pineridge Advisors
Missouri
$1.13K +$1.13K +2 New
TFA
862
Transamerica Financial Advisors
Florida
$1K – – –
CAM
863
ClariVest Asset Management
California
$571 – – –
CTA
864
Colonial Trust Advisors
South Carolina
$566 – – –
TFM
865
TFC Financial Management
Massachusetts
$566 – – –
WWM
866
Wolff Wiese Magana
California
$566 – – –
DWA
867
Delos Wealth Advisors
Texas
$566 – – –
EWM
868
Evermay Wealth Management
Virginia
$566 +$566 +1 New
CT
869
Colonial Trust
South Carolina
$405 +$405 +1 New
DWM
870
Dogwood Wealth Management
Kansas
$7 – – –
AIM
871
Alphinity Investment Management
Australia
– -$221M -430,676 Closed
Marshall Wace
872
Marshall Wace
United Kingdom
– -$20.5M -40,014 Closed
KWILP
873
Kiwi Wealth Investments Limited Partnership
New Zealand
– -$15.8M -30,731 Closed
CF
874
Cantor Fitzgerald
New York
– -$12.9M -25,083 Closed
EW
875
Evoke Wealth
California
– -$5.94M -11,585 Closed
33 34
35
36 37