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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 %
MAM
176
Montanaro Asset Management
United Kingdom
$13.6M -$6.71M -14,300 -33%
Twin Tree Management
177
Twin Tree Management
Texas
$13.6M +$13.6M +28,924 New
ACM
178
Aquatic Capital Management
Illinois
$13.5M +$13.5M +28,800 New
Truist Financial
179
Truist Financial
North Carolina
$13.5M +$2.09M +4,454 +18%
First Trust Advisors
180
First Trust Advisors
Illinois
$13.4M +$8.56M +18,232 +178%
DSAM
181
Dock Street Asset Management
Florida
$13.3M +$1.84M +3,916 +16%
TYCC
182
Texas Yale Capital Corp
Florida
$13.2M -$939 -2 -0%
Tudor Investment Corp
183
Tudor Investment Corp
Connecticut
$13M +$13M +27,673 New
Royal London Asset Management
184
Royal London Asset Management
United Kingdom
$12.6M – – –
VNIM
185
Vaughan Nelson Investment Management
Texas
$12.6M +$12.6M +26,915 New
Nisa Investment Advisors
186
Nisa Investment Advisors
Missouri
$12.5M -$1.01M -2,145 -7%
Acadian Asset Management
187
Acadian Asset Management
Massachusetts
$12.5M +$4.15M +8,841 +49%
Rafferty Asset Management
188
Rafferty Asset Management
New York
$12.4M -$639K -1,362 -5%
Voloridge Investment Management
189
Voloridge Investment Management
Florida
$12.3M +$6.12M +13,032 +99%
GF
190
Gabelli Funds
New York
$12.3M – – –
SPC
191
Stony Point Capital
New York
$12.3M +$394K +839 +3%
Man Group
192
Man Group
United Kingdom
$12.3M +$12.3M +26,140 New
LCAM
193
London & Capital Asset Management
United Kingdom
$11.9M -$123K -262 -1%
Aberdeen Group
194
Aberdeen Group
United Kingdom
$11.8M -$162K -346 -1%
CF
195
Cantor Fitzgerald
New York
$11.8M -$1.23M -2,630 -9%
CWG
196
C WorldWide Group
Denmark
$11.8M -$896K -1,910 -7%
Macquarie Group
197
Macquarie Group
Australia
$11.7M -$8.65M -18,429 -43%
CCM
198
Copeland Capital Management
Pennsylvania
$11.3M +$5.58M +11,884 +97%
MCM
199
Marsico Capital Management
Colorado
$11.3M – – –
Caisse de Depot et Placement du Quebec (CDPQ)
200
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$11.3M – – –
6 7
8
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