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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 %
VOYA Investment Management
151
VOYA Investment Management
Georgia
$23.2M -$13M -22,968 -36%
TAM
152
Trillium Asset Management
Massachusetts
$23M -$1.37M -2,419 -6%
MWM
153
Moran Wealth Management
Florida
$22.8M -$419K -740 -2%
Asset Management One
154
Asset Management One
Japan
$22.7M -$756K -1,326 -3%
Ohio Public Employees Retirement System (OPERS)
155
Ohio Public Employees Retirement System (OPERS)
Ohio
$22.4M +$2.91M +5,143 +15%
CII
156
Capital International Inc
California
$21.4M -$524K -927 -2%
State of Tennessee, Department of Treasury
157
State of Tennessee, Department of Treasury
Tennessee
$21.2M – – –
LWCFA
158
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$20.6M -$241K -403 -1%
Tudor Investment Corp
159
Tudor Investment Corp
Connecticut
$20.5M +$20.5M +36,308 New
Macquarie Group
160
Macquarie Group
Australia
$19.9M -$2.37M -4,182 -11%
Treasurer of the State of North Carolina
161
Treasurer of the State of North Carolina
North Carolina
$19.9M +$798K +1,411 +4%
TD Asset Management
162
TD Asset Management
Ontario, Canada
$19.4M -$12.8M -22,569 -40%
Voloridge Investment Management
163
Voloridge Investment Management
Florida
$18.6M +$1.88M +3,328 +11%
PI
164
PineBridge Investments
New York
$18.3M +$17M +30,124 +1,389%
AIM
165
Avanda Investment Management
Singapore
$17.8M +$17.8M +31,401 New
MAM
166
Montanaro Asset Management
United Kingdom
$17.5M -$1.48M -2,625 -8%
QCMNJ
167
Quantum Capital Management (New Jersey)
New Jersey
$17.4M -$489K -865 -3%
Vontobel Holding
168
Vontobel Holding
Switzerland
$17.4M -$337K -596 -2%
BIM
169
Bridgecreek Investment Management
Oklahoma
$17M -$1.25M -2,210 -7%
BCI
170
Brinker Capital Investments
Pennsylvania
$16.9M -$1.18M -2,178 -7%
OPS
171
Orion Portfolio Solutions
Nebraska
$16.9M -$1.18M -2,178 -7%
PAI
172
Pittenger & Anderson Inc
Nebraska
$16.7M -$110K -195 -0.7%
CM
173
Castleark Management
Illinois
$16.7M -$3.91M -6,906 -19%
Royal London Asset Management
174
Royal London Asset Management
United Kingdom
$16.5M -$167K -295 -1%
EAM
175
Eventide Asset Management
Massachusetts
$16.4M -$339K -599 -2%
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