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MSCI
MSCI

Overview Fund Activity

825 hedge funds and large institutions have $36.7B invested in MSCI in 2023 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 303 increasing their positions, 312 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
825
Holders Change
+17
Holders Change %
+2.1%
% of All Funds
13.15%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
98
Increased
303
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 %
National Pension Service
76
National Pension Service
South Korea
$77.8M +$505K +979 +0.7%
California Public Employees Retirement System
77
California Public Employees Retirement System
California
$76M -$653K -1,272 -0.9%
Chevy Chase Trust
78
Chevy Chase Trust
Maryland
$74.7M -$705K -1,375 -0.9%
MG
79
Markel Group
Virginia
$73.3M – – –
Polen Capital Management
80
Polen Capital Management
Florida
$71.4M +$71.4M +139,245 New
PAM
81
Panagora Asset Management
Massachusetts
$69.4M +$16.2M +31,598 +30%
Assenagon Asset Management
82
Assenagon Asset Management
Luxembourg
$67.7M +$26.1M +50,817 +63%
Millennium Management
83
Millennium Management
New York
$67.7M -$18M -35,144 -21%
Qube Research & Technologies (QRT)
84
Qube Research & Technologies (QRT)
United Kingdom
$65.1M -$79M -154,040 -55%
SOMRS
85
State of Michigan Retirement System
Michigan
$64.7M -$154K -300 -0.2%
HSBC Holdings
86
HSBC Holdings
United Kingdom
$64.3M -$21.9M -42,563 -25%
California State Teachers Retirement System (CalSTRS)
87
California State Teachers Retirement System (CalSTRS)
California
$63.3M -$2.82M -5,494 -4%
Robeco Institutional Asset Management
88
Robeco Institutional Asset Management
Netherlands
$62.4M +$3.54M +6,899 +6%
GIC
89
GFI Investment Counsel
Ontario, Canada
$60.9M -$414K -807 -0.7%
UBS Group
90
UBS Group
Switzerland
$60.6M -$23.5M -45,809 -28%
HighTower Advisors
91
HighTower Advisors
Illinois
$59.7M +$4.51M +8,777 +8%
CGPCS
92
Capital Group Private Client Services
California
$56.7M -$705K -1,374 -1%
FCM
93
Frontier Capital Management
Massachusetts
$56.6M -$9.99M -19,466 -15%
Korea Investment Corp
94
Korea Investment Corp
South Korea
$54.9M -$2.6M -5,076 -5%
NIG
95
NFJ Investment Group
Texas
$51.8M -$20.3M -39,573 -28%
Wells Fargo
96
Wells Fargo
California
$49.8M +$4.99M +9,731 +11%
YL
97
YCG LLC
Texas
$49.2M +$37.5K +73 +0.1%
Arrowstreet Capital
98
Arrowstreet Capital
Massachusetts
$48.8M -$22.9M -44,539 -32%
KBC Group
99
KBC Group
Belgium
$48.8M -$3.58M -6,982 -7%
CS
100
Credit Suisse
Switzerland
$48.3M +$4.8M +9,357 +11%
2 3
4
5 6