MSCI icon

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 Market Value Shares Shares
Change 		Shares
Change %
Westfield Capital Management
76
Westfield Capital Management
Massachusetts
$83.8M 148,123 -12,556 -8%
Chevy Chase Trust
77
Chevy Chase Trust
Maryland
$81.6M 144,267 -1,379 -0.9%
Assenagon Asset Management
78
Assenagon Asset Management
Luxembourg
$81.3M 143,742 +11,704 +9%
Prudential Financial
79
Prudential Financial
New Jersey
$81.2M 144,754 -39,752 -22%
MG
80
Markel Group
Virginia
$80.8M 142,850 – –
California Public Employees Retirement System
81
California Public Employees Retirement System
California
$80M 141,429 -6,625 -4%
UBS Group
82
UBS Group
Switzerland
$80M 141,352 +23,213 +20%
Polen Capital Management
83
Polen Capital Management
Florida
$76.6M 135,306 -3,939 -3%
Federated Hermes
84
Federated Hermes
Pennsylvania
$74.1M 131,033 -40,254 -24%
SOMRS
85
State of Michigan Retirement System
Michigan
$71.3M 126,102 – –
California State Teachers Retirement System (CalSTRS)
86
California State Teachers Retirement System (CalSTRS)
California
$69.9M 123,502 +191 +0.2%
DPAM
87
Degroof Petercam Asset Management
Belgium
$66.3M 117,242 +117,242 New
Two Sigma Investments
88
Two Sigma Investments
New York
$66.2M 117,065 +51,340 +78%
Robeco Institutional Asset Management
89
Robeco Institutional Asset Management
Netherlands
$65M 114,855 -6,754 -6%
HighTower Advisors
90
HighTower Advisors
Illinois
$64.8M 114,535 -1,579 -1%
GIC
91
GFI Investment Counsel
Ontario, Canada
$63.8M 112,748 -5,881 -5%
Aberdeen Group
92
Aberdeen Group
United Kingdom
$61.1M 108,080 +83,849 +346%
EAM
93
EULAV Asset Management
Florida
$60.7M 107,302 +33,202 +45%
CGPCS
94
Capital Group Private Client Services
California
$60.5M 107,002 -3,413 -3%
Bank of Montreal
95
Bank of Montreal
Ontario, Canada
$59.2M 103,478 +16,057 +18%
Aviva
96
Aviva
United Kingdom
$58.6M 103,681 +38,723 +60%
Wells Fargo
97
Wells Fargo
California
$56.5M 99,954 +2,847 +3%
Arrowstreet Capital
98
Arrowstreet Capital
Massachusetts
$55.2M 97,664 +2,506 +3%
NIG
99
NFJ Investment Group
Texas
$54M 95,538 -5,400 -5%
CS
100
Credit Suisse
Switzerland
$53.5M 94,614 +415 +0.4%
2 3
4
5 6