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MSCI
MSCI

Overview Fund Activity

812 hedge funds and large institutions have $40.7B invested in MSCI in 2023 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 301 increasing their positions, 300 reducing their positions, and 76 closing their positions.

Holders
812
Holders Change
+16
Holders Change %
+2.01%
% of All Funds
13%
Holding in Top 10
23
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+43.75%
% of All Funds
0.37%
New
109
Increased
301
Reduced
300
Closed
76
Calls
$123M
Puts
$76.3M
Net Calls
+$46.3M
Net Calls Change
+$87.6M

Top Buyers

1
Amundi
1
Amundi
France
$379M
2
Capital World Investors
2
Capital World Investors
California
$497M
3
AIM
3
Alphinity Investment Management
Australia
$191M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$717M
5
PAM
5
PineStone Asset Management
Quebec, Canada
$181M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$746M
2
DZ Bank
2
DZ Bank
Germany
$23.5M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.14M
5
State Street
5
State Street
Massachusetts
$1.76B
Name Market Value Shares Shares
Change 		Shares
Change %
AAP
126
Aristotle Atlantic Partners
Florida
$32.6M 58,270 +182 +0.3%
Alyeska Investment Group
127
Alyeska Investment Group
Illinois
$32.1M 57,375 +11,864 +26%
Thrivent Financial for Lutherans
128
Thrivent Financial for Lutherans
Minnesota
$31.9M 56,983 -4,209 -7%
WJWM
129
Williams Jones Wealth Management
New York
$30.4M 54,299 -58 -0.1%
Natixis Advisors
130
Natixis Advisors
Massachusetts
$29.2M 52,117 +2,169 +4%
GIA
131
Gateway Investment Advisers
Ohio
$28.9M 51,594 -597 -1%
TMAM
132
Tokio Marine Asset Management
Japan
$28.3M 50,499 -1,668 -3%
VRS
133
Virginia Retirement Systems
Virginia
$27.9M 49,836 +49,836 New
Susquehanna International Group
134
Susquehanna International Group
Pennsylvania
$27M 48,272 +11,366 +31%
LPL Financial
135
LPL Financial
California
$26.5M 47,275 +1,652 +4%
State of New Jersey Common Pension Fund D
136
State of New Jersey Common Pension Fund D
New Jersey
$26M 46,510 -223 -0.5%
Ohio Public Employees Retirement System (OPERS)
137
Ohio Public Employees Retirement System (OPERS)
Ohio
$26M 46,466 -624 -1%
AAM
138
Ardevora Asset Management
United Kingdom
$25.7M 45,949 -4,300 -9%
2
139
2Xideas
Switzerland
$25.7M 45,921 -5,836 -11%
KBC Group
140
KBC Group
Belgium
$25.7M 45,830 +8,699 +23%
CGIM
141
Capital Group Investment Management
Singapore
$25.1M 44,865 -24,413 -35%
RJA
142
Raymond James & Associates
Florida
$24.8M 44,377 +1,714 +4%
SFI
143
Susquehanna Fundamental Investments
Pennsylvania
$24.4M 43,556 -2,958 -6%
Macquarie Group
144
Macquarie Group
Australia
$24.2M 43,286 +14,047 +48%
MAM
145
Montanaro Asset Management
United Kingdom
$24.2M 43,300 -1,000 -2%
Zurich Cantonal Bank
146
Zurich Cantonal Bank
Switzerland
$24M 42,888 +4,959 +13%
Asset Management One
147
Asset Management One
Japan
$23.7M 42,391 +364 +0.9%
DZ Bank
148
DZ Bank
Germany
$23.5M 42,075 -211,658 -83%
CIBC Private Wealth Group
149
CIBC Private Wealth Group
Georgia
$22.9M 62,126 -756 -1%
Assenagon Asset Management
150
Assenagon Asset Management
Luxembourg
$22.8M 40,811 -57,820 -59%
4 5
6
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