MSCI icon

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 %
EH
876
Equitable Holdings
New York
– -$257K -547 Closed
MIM
877
Martin Investment Management
Florida
– -$245K -523 Closed
QI
878
Qtron Investments
Massachusetts
– -$229K -487 Closed
SBH
879
Segall Bryant & Hamill
Illinois
– -$226K -482 Closed
TFS
880
Thoroughbred Financial Services
Tennessee
– -$219K -468 Closed
CS
881
Comerica Securities
Michigan
– -$207K -441 Closed
CFO
882
CVA Family Office
Colorado
– -$109K -232 Closed
SSG
883
Summit Securities Group
New York
– -$50K -106 Closed
RI
884
Ridgewood Investments
New Jersey
– -$38.5K -82 Closed
HF
885
Halpern Financial
Virginia
– -$9.86K -21 Closed
First Manhattan
886
First Manhattan
New York
– -$9.86K -21 Closed
FCA
887
FinTrust Capital Advisors
South Carolina
– -$7.44K -16 Closed
BWM
888
Baystate Wealth Management
Massachusetts
– -$6.12K -13 Closed
HWA
889
Heritage Wealth Advisors
Virginia
– -$5.16K -11 Closed
BG
890
Bollard Group
Massachusetts
– -$5K -10 Closed
DI
891
Disciplined Investments
Oklahoma
– -$2.35K -5 Closed
WP
892
WealthPLAN Partners
Nebraska
– -$2.35K -5 Closed
ECM
893
Estabrook Capital Management
New York
– -$2.35K -5 Closed
1832 Asset Management
894
1832 Asset Management
Ontario, Canada
– -$1.88K -4 Closed
FA
895
Fiduciary Alliance
South Carolina
– -$939 -2 Closed
BFEC
896
Benjamin F. Edwards & Company
Missouri
– -$1K -2 Closed
SF
897
Safeguard Financial
Wisconsin
– -$1K -2 Closed
M
898
MOTCO
Texas
– -$469 -1 Closed
32 33 34 35
36