MSCI icon

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 %
QC
151
Quadrature Capital
United Kingdom
$19.3M +$19.3M +41,044 New
O
152
Ossiam
France
$19.1M +$18.5M +39,489 +3,071%
MWM
153
Moran Wealth Management
Florida
$19M -$169K -361 -0.9%
CII
154
Capital International Inc
California
$18.7M -$109K -232 -0.6%
CM
155
Castleark Management
Illinois
$18.7M +$51.6K +110 +0.3%
NB
156
Norinchukin Bank
Japan
$18.7M +$2.79M +5,952 +18%
Asset Management One
157
Asset Management One
Japan
$18.7M -$1.23M -2,630 -6%
Ohio Public Employees Retirement System (OPERS)
158
Ohio Public Employees Retirement System (OPERS)
Ohio
$18.5M -$3.28M -6,982 -15%
CCM
159
Cinctive Capital Management
New York
$18.2M +$15.7M +33,391 +619%
Natixis Advisors
160
Natixis Advisors
Massachusetts
$18.2M -$6.3M -13,417 -26%
AAM
161
Ardevora Asset Management
United Kingdom
$16.7M -$4.9M -10,441 -23%
LWCFA
162
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$16.4M +$68.5K +146 +0.4%
BCI
163
Brinker Capital Investments
Pennsylvania
$16.2M -$629K -1,340 -4%
OPS
164
Orion Portfolio Solutions
Nebraska
$16.2M -$629K -1,340 -4%
Treasurer of the State of North Carolina
165
Treasurer of the State of North Carolina
North Carolina
$15.9M +$4.69K +10 +0%
LFDLE
166
La Financiere de L'Echiquier
France
$15.8M -$939K -2,000 -6%
Canada Pension Plan Investment Board
167
Canada Pension Plan Investment Board
Ontario, Canada
$15.7M +$1.04M +2,210 +7%
ECM
168
ExodusPoint Capital Management
New York
$15.7M +$15.7M +33,388 New
BIM
169
Bridgecreek Investment Management
Oklahoma
$15.5M -$805K -1,715 -5%
QCMNJ
170
Quantum Capital Management (New Jersey)
New Jersey
$15.2M +$8.29M +17,666 +120%
Osaic Holdings
171
Osaic Holdings
Arizona
$14.6M -$2.88M -6,115 -16%
Vontobel Holding
172
Vontobel Holding
Switzerland
$14.3M +$3.19M +6,798 +29%
EAM
173
Eventide Asset Management
Massachusetts
$14.3M +$14.3M +30,415 New
PAI
174
Pittenger & Anderson Inc
Nebraska
$14.1M -$106K -225 -0.7%
M&T Bank
175
M&T Bank
New York
$13.7M -$556K -1,185 -4%
5 6
7
8 9