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MSCI
MSCI

Overview Fund Activity

808 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, 279 increasing their positions, 329 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
808
Holders Change
-6
Holders Change %
-0.74%
% of All Funds
12.74%
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
279
Reduced
329
Closed
89
Calls
$146M
Puts
$68.3M
Net Calls
+$77.9M
Net Calls Change
+$31.6M

Top Buyers

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

Top Sellers

1
WCM Investment Management
WCM Investment Management
California
$0
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$347M
3
DCP
Durable Capital Partners
Maryland
$318M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$375M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.25B
Name Holding Trade Value Shares
Change 		Shares
Change %
VOYA Investment Management
126
VOYA Investment Management
Georgia
$30.4M -$148M -316,072 -83%
TD Asset Management
127
TD Asset Management
Ontario, Canada
$29.9M -$2.01M -4,282 -6%
Canada Life
128
Canada Life
Manitoba, Canada
$29.2M -$42.5K -90 -0.1%
Citigroup
129
Citigroup
New York
$29M -$3.73M -7,950 -11%
SH
130
SeaTown Holdings
Singapore
$28.7M -$11.8M -25,120 -29%
Manulife (Manufacturers Life Insurance)
131
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$28.6M -$1.1M -2,350 -4%
Aviva
132
Aviva
United Kingdom
$28.2M +$13.3M +28,250 +88%
WJWM
133
Williams Jones Wealth Management
New York
$26.7M +$1.21M +2,585 +5%
TAMH
134
Taikang Asset Management (HK)
Hong Kong
$26.3M -$26.3M -7,157 -50%
LPL Financial
135
LPL Financial
California
$26.1M +$3.89M +8,287 +18%
Thrivent Financial for Lutherans
136
Thrivent Financial for Lutherans
Minnesota
$25.7M -$1.07M -2,287 -4%
GIA
137
Gateway Investment Advisers
Ohio
$24.4M +$161K +344 +0.7%
VRS
138
Virginia Retirement Systems
Virginia
$23.5M +$141K +300 +0.6%
TMAM
139
Tokio Marine Asset Management
Japan
$22.9M -$796K -1,696 -3%
State of Wisconsin Investment Board
140
State of Wisconsin Investment Board
Wisconsin
$22.9M -$18M -38,302 -44%
State of New Jersey Common Pension Fund D
141
State of New Jersey Common Pension Fund D
New Jersey
$21.8M – – –
Skandinaviska Enskilda Banken (SEB)
142
Skandinaviska Enskilda Banken (SEB)
Sweden
$21.5M +$14.9M +31,729 +224%
Toronto Dominion Bank
143
Toronto Dominion Bank
Ontario, Canada
$21.5M +$3.44M +7,333 +19%
CGIM
144
Capital Group Investment Management
Singapore
$21.1M – – –
RJA
145
Raymond James & Associates
Florida
$20.9M +$71.8K +153 +0.3%
Corient Private Wealth
146
Corient Private Wealth
Florida
$20.4M +$3.95M +8,426 +24%
TAM
147
Trillium Asset Management
Massachusetts
$20.4M -$405K -863 -2%
Allspring Global Investments
148
Allspring Global Investments
North Carolina
$20.2M -$23.8M -50,814 -54%
Los Angeles Capital Management
149
Los Angeles Capital Management
California
$20.2M -$86.1M -183,526 -81%
Marshall Wace
150
Marshall Wace
United Kingdom
$19.9M -$16.1M -34,390 -45%
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