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MSCI
MSCI

Overview Fund Activity

870 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, 339 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
870
Holders Change
+45
Holders Change %
+5.45%
% of All Funds
12.75%
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
339
Closed
56
Calls
$222M
Puts
$204M
Net Calls
+$18.3M
Net Calls Change
+$3.16M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$922M
2
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$332M
3
Millennium Management
Millennium Management
New York
$174M
4
Capital International Investors
Capital International Investors
California
$976M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
$354M

Top Sellers

1
AIM
Alphinity Investment Management
Australia
$0
2
AllianceBernstein
AllianceBernstein
Tennessee
$1.13B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$963M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$6.02M
5
AI
Axiom Investors
Connecticut
$150K
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
126
Raymond James & Associates
Florida
$36M +$941K +1,664 +3%
Canada Life
127
Canada Life
Manitoba, Canada
$35.5M +$1.17M +2,076 +3%
SH
128
SeaTown Holdings
Singapore
$35.1M -$2.75M -4,870 -7%
Man Group
129
Man Group
United Kingdom
$34.1M +$34.1M +60,266 New
Manulife (Manufacturers Life Insurance)
130
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$33.4M +$716K +1,266 +2%
LPL Financial
131
LPL Financial
California
$33.2M -$393K -694 -1%
National Bank of Canada
132
National Bank of Canada
Quebec, Canada
$30.8M -$14.7M -26,681 -32%
WJWM
133
Williams Jones Wealth Management
New York
$30.7M -$554K -979 -2%
Corient Private Wealth
134
Corient Private Wealth
Florida
$30.5M +$5.15M +9,109 +20%
Citigroup
135
Citigroup
New York
$29.4M -$2.85M -5,032 -9%
GIA
136
Gateway Investment Advisers
Ohio
$29.2M -$186K -328 -0.6%
TMAM
137
Tokio Marine Asset Management
Japan
$27.1M -$82K -145 -0.3%
Twin Tree Management
138
Twin Tree Management
Texas
$27.1M +$23.1M +40,760 +572%
Canada Pension Plan Investment Board
139
Canada Pension Plan Investment Board
Ontario, Canada
$26.8M -$1.41M -2,500 -5%
Natixis Advisors
140
Natixis Advisors
Massachusetts
$26.5M +$3.03M +5,365 +13%
Skandinaviska Enskilda Banken (SEB)
141
Skandinaviska Enskilda Banken (SEB)
Sweden
$25.9M -$12.7M -22,466 -33%
State of New Jersey Common Pension Fund D
142
State of New Jersey Common Pension Fund D
New Jersey
$25.8M – – –
Allspring Global Investments
143
Allspring Global Investments
North Carolina
$25.5M +$2M +3,531 +8%
Bank of Nova Scotia
144
Bank of Nova Scotia
Ontario, Canada
$25M +$20.2M +35,654 +416%
O
145
Ossiam
France
$24.9M +$1.08M +1,906 +5%
Toronto Dominion Bank
146
Toronto Dominion Bank
Ontario, Canada
$24.8M -$267K -472 -1%
Ensign Peak Advisors
147
Ensign Peak Advisors
Utah
$24.1M +$15.8M +27,949 +192%
D.E. Shaw & Co
148
D.E. Shaw & Co
New York
$23.9M -$20.2M -35,784 -46%
DSAM
149
Dock Street Asset Management
Florida
$23.8M +$214K +379 +0.9%
State of Wisconsin Investment Board
150
State of Wisconsin Investment Board
Wisconsin
$23.8M -$335K -592 -1%
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