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MSCI
MSCI

Overview Fund Activity

807 hedge funds and large institutions have $33.4B invested in MSCI in 2023 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 278 increasing their positions, 329 reducing their positions, and 89 closing their positions.

Holders
807
Holders Change
-6
Holders Change %
-0.74%
% of All Funds
12.73%
Holding in Top 10
12
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-47.83%
% of All Funds
0.19%
New
88
Increased
278
Reduced
329
Closed
89
Calls
$146M
Puts
$68.3M
Net Calls
+$77.9M
Net Calls Change
+$31.6M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$601M
2
OCBV
2
Ownership Capital B.V.
Netherlands
$130M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$959M
4
Citadel Advisors
4
Citadel Advisors
Florida
$114M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$132M

Top Sellers

1
WCM Investment Management
1
WCM Investment Management
California
$0
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$347M
3
DCP
3
Durable Capital Partners
Maryland
$318M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$375M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$1.25B
Name Holding Trade Value Shares
Change 		Shares
Change %
Loomis, Sayles & Company
101
Loomis, Sayles & Company
Massachusetts
$44.5M -$624K -1,329 -1%
BCM
102
Bowie Capital Management
Texas
$43.1M +$5.97M +12,727 +16%
New York State Teachers Retirement System (NYSTRS)
103
New York State Teachers Retirement System (NYSTRS)
New York
$42.6M -$1.13M -2,418 -3%
National Bank of Canada
104
National Bank of Canada
Quebec, Canada
$42.5M +$12.9M +27,240 +43%
State Board of Administration of Florida Retirement System
105
State Board of Administration of Florida Retirement System
Florida
$41.6M +$287K +612 +0.7%
Squarepoint
106
Squarepoint
New York
$41.6M +$35.3M +75,271 +563%
CIBC Private Wealth Group
107
CIBC Private Wealth Group
Georgia
$41M +$11.9M +25,315 +41%
Wells Fargo
108
Wells Fargo
California
$41M -$2.84M -6,048 -6%
BNP Paribas Financial Markets
109
BNP Paribas Financial Markets
France
$40.6M +$72.7K +155 +0.2%
Bank of Nova Scotia
110
Bank of Nova Scotia
Ontario, Canada
$40.2M +$30.4M +64,857 +312%
CS
111
Credit Suisse
Switzerland
$39.8M +$1.18M +2,512 +3%
PAMS
112
Pictet Asset Management (Switzerland)
Switzerland
$39.8M -$5.99M -12,766 -13%
Mitsubishi UFJ Trust & Banking
113
Mitsubishi UFJ Trust & Banking
Japan
$38.9M +$520K +1,108 +1%
Assenagon Asset Management
114
Assenagon Asset Management
Luxembourg
$38.1M +$19M +40,410 +99%
Lazard Asset Management
115
Lazard Asset Management
New York
$37.7M -$4.79M -10,201 -11%
Adage Capital Partners
116
Adage Capital Partners
Massachusetts
$37.4M -$141K -300 -0.4%
DekaBank Deutsche Girozentrale
117
DekaBank Deutsche Girozentrale
Germany
$36M +$6.48M +13,994 +22%
NP
118
NS Partners
United Kingdom
$35.7M -$326K -695 -0.9%
SO
119
STRS Ohio
Ohio
$35.1M -$7.74M -16,500 -18%
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$34.7M +$1.93M +4,022 +6%
CIBC Asset Management
121
CIBC Asset Management
Ontario, Canada
$34.5M -$889K -1,895 -3%
Prudential Financial
122
Prudential Financial
New Jersey
$34.3M -$35.8M -76,324 -51%
Impax Asset Management Group
123
Impax Asset Management Group
United Kingdom
$32.5M +$32.5M +69,222 New
Mitsubishi UFJ Asset Management
124
Mitsubishi UFJ Asset Management
Japan
$31.2M +$1.3M +2,775 +4%
KCM
125
Kornitzer Capital Management
Kansas
$30.6M -$298K -634 -1%
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5
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