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MSCI
MSCI

Overview Fund Activity

812 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, 300 reducing their positions, and 76 closing their positions.

Holders
812
Holders Change
+16
Holders Change %
+2.01%
% of All Funds
13%
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
300
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 %
HT
876
Headlands Technologies
Illinois
– – -26 Closed
HDIM
877
Hanson & Doremus Investment Management
Vermont
– – -23 Closed
JFGIW
878
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– – -18 Closed
CA
879
Crewe Advisors
Utah
– – -11 Closed
Jones Financial Companies
880
Jones Financial Companies
Missouri
– – -10 Closed
FA
881
Fiduciary Alliance
South Carolina
– – -7 Closed
MPCL
882
My Personal CFO LLC
Washington
– – -5 Closed
ACM
883
AUA Capital Management
Pennsylvania
– – -3 Closed
TSW
884
Thompson Siegel & Walmsley
Virginia
– – -3 Closed
FWA
885
Freedom Wealth Alliance
Wisconsin
– – -3 Closed
GI
886
Gradient Investments
Minnesota
– – -2 Closed
AA
887
Addison Advisors
Vermont
– – -2 Closed
ST
888
Sageworth Trust
Pennsylvania
– – -1 Closed
BBP
889
Banco BTG Pactual
Brazil
– – – –
EAM
890
Erste Asset Management
Austria
– – – –
Simplex Trading
891
Simplex Trading
Illinois
– – – –
Walleye Capital
892
Walleye Capital
New York
– – – –
Twin Tree Management
893
Twin Tree Management
Texas
– – – –
SA
894
SpiderRock Advisors
Delaware
– – – –
MWM
895
Mascoma Wealth Management
New Hampshire
– – – –
Group One Trading
896
Group One Trading
Illinois
– – – –
Wolverine Trading
897
Wolverine Trading
Illinois
– – – –
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