MSCI icon

MSCI
MSCI

Overview Fund Activity

812 hedge funds and large institutions have $40.7B invested in MSCI in 2023 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 301 increasing their positions, 300 reducing their positions, and 76 closing their positions.

Holders
812
Holders Change
+16
Holders Change %
+2.01%
% of All Funds
13%
Holding in Top 10
23
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+43.75%
% of All Funds
0.37%
New
109
Increased
301
Reduced
300
Closed
76
Calls
$123M
Puts
$76.3M
Net Calls
+$46.3M
Net Calls Change
+$87.6M

Top Buyers

1
Amundi
1
Amundi
France
$379M
2
Capital World Investors
2
Capital World Investors
California
$497M
3
AIM
3
Alphinity Investment Management
Australia
$191M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$717M
5
PAM
5
PineStone Asset Management
Quebec, Canada
$181M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$746M
2
DZ Bank
2
DZ Bank
Germany
$23.5M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.14M
5
State Street
5
State Street
Massachusetts
$1.76B
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.89B 8,729,819 +49,007 +0.6%
BlackRock
2
BlackRock
New York
$3.79B 6,771,308 +194,995 +3%
State Street
3
State Street
Massachusetts
$1.76B 3,145,212 -161,580 -5%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.73B 3,097,230 +28,044 +0.9%
AllianceBernstein
5
AllianceBernstein
Tennessee
$1.46B 2,610,493 +227,932 +10%
BAMCO Inc
6
BAMCO Inc
New York
$1.22B 2,172,566 -1,291 -0.1%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$1.19B 2,125,194 -58,700 -3%
Capital Research Global Investors
8
Capital Research Global Investors
California
$1.01B 1,802,170 +199,854 +12%
Fiera Capital (Canada)
9
Fiera Capital (Canada)
Quebec, Canada
$930M 1,662,475 -140,223 -8%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$915M 1,637,256 +35,746 +2%
Capital International Investors
11
Capital International Investors
California
$791M 1,414,182 -3,253 -0.2%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$746M 1,332,722 -849,965 -39%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$717M 1,281,834 +311,370 +32%
DCP
14
Durable Capital Partners
Maryland
$689M 1,230,395 -141,485 -10%
SGA
15
Sustainable Growth Advisers
Connecticut
$669M 1,196,033 -54,992 -4%
American Century Companies
16
American Century Companies
Missouri
$646M 1,153,555 -105,469 -8%
Franklin Resources
17
Franklin Resources
California
$584M 1,043,809 -32,633 -3%
Brown Advisory
18
Brown Advisory
Maryland
$513M 916,848 +21,928 +2%
Capital World Investors
19
Capital World Investors
California
$497M 887,881 +444,622 +100%
Norges Bank
20
Norges Bank
Norway
$462M 825,919 +13,011 +2%
WCM Investment Management
21
WCM Investment Management
California
$435M 777,078 -38,603 -5%
Bank of America
22
Bank of America
North Carolina
$431M 769,609 +7,787 +1%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$411M 734,906 +196,559 +37%
Morgan Stanley
24
Morgan Stanley
New York
$406M 725,817 -15,133 -2%
Northern Trust
25
Northern Trust
Illinois
$403M 720,809 -1,197 -0.2%
1
2 3 4 5