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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
Edgewood Management
Connecticut
$632M
2
PAM
PineStone Asset Management
Quebec, Canada
$241M
3
Principal Financial Group
Principal Financial Group
Iowa
$391M
4
American Century Companies
American Century Companies
Missouri
$493M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
$125M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$20.3M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$276M
3
AllianceBernstein
AllianceBernstein
Tennessee
$1.21B
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.27B
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$65.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Asset Management One
151
Asset Management One
Japan
$21.1M +$662K +1,291 +3%
Marshall Wace
152
Marshall Wace
United Kingdom
$20.5M -$1.17M -2,285 -5%
Citadel Advisors
153
Citadel Advisors
Florida
$20.3M -$105M -204,366 -84%
Macquarie Group
154
Macquarie Group
Australia
$20.2M +$7.46M +14,547 +59%
CII
155
Capital International Inc
California
$19.9M -$583K -1,137 -3%
Osaic Holdings
156
Osaic Holdings
Arizona
$19.8M +$3.81M +7,418 +24%
State of Tennessee, Department of Treasury
157
State of Tennessee, Department of Treasury
Tennessee
$19.3M +$8.35M +16,280 +77%
NB
158
Norinchukin Bank
Japan
$19.1M -$1.28M -2,503 -6%
CSS
159
Cubist Systematic Strategies
Connecticut
$19.1M -$40.4M -78,743 -68%
CM
160
Castleark Management
Illinois
$18.7M -$1.72M -3,360 -8%
VIM
161
Vancity Investment Management
British Columbia, Canada
$18.1M +$7.24M +14,108 +66%
WorldQuant Millennium Advisors
162
WorldQuant Millennium Advisors
New York
$18M +$13.7M +26,757 +323%
SG Americas Securities
163
SG Americas Securities
New York
$17.9M +$12.9M +25,136 +256%
Ohio Public Employees Retirement System (OPERS)
164
Ohio Public Employees Retirement System (OPERS)
Ohio
$17.7M -$2.59M -5,041 -13%
Lazard Asset Management
165
Lazard Asset Management
New York
$17.5M -$23.7M -46,107 -57%
Treasurer of the State of North Carolina
166
Treasurer of the State of North Carolina
North Carolina
$17.3M -$123K -240 -0.7%
MAM
167
Montanaro Asset Management
United Kingdom
$17.2M +$2.31M +4,500 +16%
CGIM
168
Capital Group Investment Management
Singapore
$17.2M -$5.84M -11,377 -25%
BCI
169
Brinker Capital Investments
Pennsylvania
$17.1M -$620K -1,209 -4%
OPS
170
Orion Portfolio Solutions
Nebraska
$17.1M -$620K -1,209 -4%
LWCFA
171
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$17M -$53.1K -109 -0.3%
VNIM
172
Vaughan Nelson Investment Management
Texas
$16.6M +$2.83M +5,522 +21%
BIM
173
Bridgecreek Investment Management
Oklahoma
$16.5M -$372K -725 -2%
QCMNJ
174
Quantum Capital Management (New Jersey)
New Jersey
$16.3M -$341K -665 -2%
Vontobel Holding
175
Vontobel Holding
Switzerland
$16.1M +$431K +840 +3%
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