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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 %
CIA
901
Choate Investment Advisors
Massachusetts
– -$201K -392 Closed
GCM
902
Goldstream Capital Management
Hong Kong
– -$108K -211 Closed
RTC
903
Riverview Trust Company
Washington
– -$68.2K -133 Closed
PMAM
904
Picton Mahoney Asset Management
Ontario, Canada
– -$64K -125 Closed
RFA
905
Resurgent Financial Advisors
Georgia
– -$45.2K -88 Closed
HL
906
HeadInvest LLC
Maine
– -$30.4K -60 Closed
OCM
907
Osterweis Capital Management
California
– -$26.7K -52 Closed
Optiver Holding
908
Optiver Holding
Netherlands
– -$25.7K -50 Closed
QL
909
Quarry LP
New York
– -$23.1K -45 Closed
HGERS
910
Householder Group Estate & Retirement Specialist
Arizona
– -$21K -41 Closed
EARNEST Partners
911
EARNEST Partners
Georgia
– -$19K -37 Closed
CCP
912
Carmel Capital Partners
California
– -$15.9K -31 Closed
BAAM
913
Baker Avenue Asset Management
California
– -$11.8K -23 Closed
GIA
914
GHP Investment Advisors
Colorado
– -$9.7K -19 Closed
TAM
915
Tucker Asset Management
Colorado
– -$8.72K -17 Closed
MAM
916
Marquette Asset Management
Minnesota
– -$8.21K -16 Closed
CT
917
Clearstead Trust
Maine
– -$7.18K -14 Closed
SCA
918
Stonebridge Capital Advisors
Minnesota
– -$6.16K -12 Closed
FAM
919
Flaharty Asset Management
Florida
– -$5.65K -11 Closed
MWM
920
Mascoma Wealth Management
New Hampshire
– -$5.64K -11 Closed
RA
921
Rational Advisors
New York
– -$4.69K -10 Closed
PCTC
922
Perkins Coie Trust Company
Washington
– -$4.62K -9 Closed
HPC
923
HM Payson & Co
Maine
– -$3.08K -6 Closed
DF
924
DecisionPoint Financial
Arizona
– -$1.54K -3 Closed
MIM
925
Macroview Investment Management
Maryland
– -$1.54K -3 Closed
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