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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 %
RJA
126
Raymond James & Associates
Florida
$31.8M +$8.93M +17,400 +39%
Canada Life
127
Canada Life
Manitoba, Canada
$31.3M -$402K -784 -1%
LPL Financial
128
LPL Financial
California
$30.4M +$1.93M +3,753 +7%
BNP Paribas Financial Markets
129
BNP Paribas Financial Markets
France
$29.8M -$14.6M -28,519 -33%
Manulife (Manufacturers Life Insurance)
130
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$29.7M -$1.64M -3,200 -5%
Citigroup
131
Citigroup
New York
$29.2M -$2.5M -4,863 -8%
TD Asset Management
132
TD Asset Management
Ontario, Canada
$29.2M -$3.58M -6,987 -11%
TAMH
133
Taikang Asset Management (HK)
Hong Kong
$28.8M – – –
Thrivent Financial for Lutherans
134
Thrivent Financial for Lutherans
Minnesota
$28.7M +$641K +1,250 +2%
WJWM
135
Williams Jones Wealth Management
New York
$28.3M -$879K -1,714 -3%
GIA
136
Gateway Investment Advisers
Ohio
$26.6M -$1.54K -3 -0%
Canada Pension Plan Investment Board
137
Canada Pension Plan Investment Board
Ontario, Canada
$25.6M +$8.44M +16,440 +49%
TMAM
138
Tokio Marine Asset Management
Japan
$24.7M -$383K -746 -2%
Susquehanna International Group
139
Susquehanna International Group
Pennsylvania
$24.5M +$13.9M +27,073 +131%
VRS
140
Virginia Retirement Systems
Virginia
$23.8M -$1.95M -3,800 -8%
State of New Jersey Common Pension Fund D
141
State of New Jersey Common Pension Fund D
New Jersey
$23.4M -$447K -871 -2%
Corient Private Wealth
142
Corient Private Wealth
Florida
$23M +$695K +1,354 +3%
Toronto Dominion Bank
143
Toronto Dominion Bank
Ontario, Canada
$22.7M -$788K -1,535 -3%
TAM
144
Trillium Asset Management
Massachusetts
$22.1M -$140K -272 -0.6%
State of Wisconsin Investment Board
145
State of Wisconsin Investment Board
Wisconsin
$21.9M -$3.16M -6,167 -13%
O
146
Ossiam
France
$21.6M +$683K +1,331 +3%
DSAM
147
Dock Street Asset Management
Florida
$21.4M +$6.94M +13,526 +48%
Allspring Global Investments
148
Allspring Global Investments
North Carolina
$21.3M -$790K -1,539 -4%
Natixis Advisors
149
Natixis Advisors
Massachusetts
$21.3M +$1.44M +2,816 +7%
MWM
150
Moran Wealth Management
Florida
$21.1M +$359K +700 +2%
4 5
6
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