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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 %
KWILP
176
Kiwi Wealth Investments Limited Partnership
New Zealand
$15.8M +$7.66M +14,936 +95%
LFDLE
177
La Financiere de L'Echiquier
France
$15.6M -$1.64M -3,200 -9%
PAI
178
Pittenger & Anderson Inc
Nebraska
$15.3M -$178K -346 -1%
Man Group
179
Man Group
United Kingdom
$15.3M -$12.3M -26,140 Closed
EAM
180
Eventide Asset Management
Massachusetts
$15.2M -$406K -792 -3%
Royal London Asset Management
181
Royal London Asset Management
United Kingdom
$15.2M +$1.34M +2,611 +10%
Voloridge Investment Management
182
Voloridge Investment Management
Florida
$15.1M +$1.66M +3,227 +12%
GF
183
Gabelli Funds
New York
$15M +$1.54M +3,000 +11%
Truist Financial
184
Truist Financial
North Carolina
$14.6M -$117K -229 -0.8%
TYCC
185
Texas Yale Capital Corp
Florida
$14.5M – – –
SPC
186
Stony Point Capital
New York
$14.4M +$996K +1,942 +7%
M&T Bank
187
M&T Bank
New York
$14.1M -$839K -1,635 -6%
Rafferty Asset Management
188
Rafferty Asset Management
New York
$14M +$431K +840 +3%
LCAM
189
London & Capital Asset Management
United Kingdom
$13.8M +$823K +1,604 +6%
Nisa Investment Advisors
190
Nisa Investment Advisors
Missouri
$13.7M -$46.2K -90 -0.3%
Squarepoint
191
Squarepoint
New York
$13.5M -$31.9M -62,238 -70%
Comerica Bank
192
Comerica Bank
Texas
$13.2M +$13.2M +25,645 New
CWG
193
C WorldWide Group
Denmark
$12.9M +$45.7K +89 +0.4%
CF
194
Cantor Fitzgerald
New York
$12.9M -$513 -1 -0%
Zurich Cantonal Bank
195
Zurich Cantonal Bank
Switzerland
$12.6M +$881K +1,718 +7%
Aberdeen Group
196
Aberdeen Group
United Kingdom
$12.4M -$445K -867 -3%
CCM
197
Copeland Capital Management
Pennsylvania
$12.1M -$301K -587 -2%
2
198
2Xideas
Switzerland
$12M +$1.3M +2,537 +12%
ASRS
199
Arizona State Retirement System
Arizona
$11.6M -$115K -224 -1%
AIG
200
American International Group
New York
$11.6M -$374K -728 -3%
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8
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