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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 %
MWM
151
Moran Wealth Management
Florida
$22.8M 40,754 +40,754 New
CII
152
Capital International Inc
California
$22.5M 40,154 -675 -2%
CM
153
Castleark Management
Illinois
$22.2M 39,715 +9,265 +30%
Toronto Dominion Bank
154
Toronto Dominion Bank
Ontario, Canada
$21.6M 38,538 -987 -2%
TAM
155
Trillium Asset Management
Massachusetts
$21.4M 44,255 +998 +2%
Two Sigma Investments
156
Two Sigma Investments
New York
$21.2M 37,814 -68,109 -64%
Osaic Holdings
157
Osaic Holdings
Arizona
$20.7M 37,225 +637 +2%
BCI
158
Brinker Capital Investments
Pennsylvania
$20.1M 35,869 -2,353 -6%
OPS
159
Orion Portfolio Solutions
Nebraska
$20.1M 35,869 +35,041 +4,232%
LFDLE
160
La Financiere de L'Echiquier
France
$20M 35,700 +35,700 New
Mirae Asset Global Investments
161
Mirae Asset Global Investments
South Korea
$19.9M 35,542 +25,483 +253%
Corient Private Wealth
162
Corient Private Wealth
Florida
$19.6M 35,028 +13,367 +62%
PMAM
163
Picton Mahoney Asset Management
Ontario, Canada
$19.5M 34,852 +8,502 +32%
LWCFA
164
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$19.5M 34,839 -10 -0%
BIM
165
Bridgecreek Investment Management
Oklahoma
$19.4M 34,685 -1,275 -4%
Treasurer of the State of North Carolina
166
Treasurer of the State of North Carolina
North Carolina
$19M 33,974 +240 +0.7%
NB
167
Norinchukin Bank
Japan
$18.9M 33,838 -303 -0.9%
Teacher Retirement System of Texas
168
Teacher Retirement System of Texas
Texas
$18M 32,182 +1,945 +6%
Aviva
169
Aviva
United Kingdom
$17.9M 31,930 -10,081 -24%
Canada Pension Plan Investment Board
170
Canada Pension Plan Investment Board
Ontario, Canada
$17.5M 31,217 -16,104 -34%
PAI
171
Pittenger & Anderson Inc
Nebraska
$17M 30,363 -307 -1%
M&T Bank
172
M&T Bank
New York
$17M 30,300 +10,503 +53%
DILIC
173
Dai-ichi Life Insurance Company
Japan
$16.3M 29,080 -3,499 -11%
Nisa Investment Advisors
174
Nisa Investment Advisors
Missouri
$16.2M 28,859 +1,316 +5%
PCH
175
Polar Capital Holdings
United Kingdom
$16M 28,604 +4,043 +16%
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