MSCI icon

MSCI
MSCI

Overview Fund Activity

806 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, 278 increasing their positions, 329 reducing their positions, and 89 closing their positions.

Holders
806
Holders Change
-6
Holders Change %
-0.74%
% of All Funds
12.71%
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
278
Reduced
329
Closed
89
Calls
$146M
Puts
$68.3M
Net Calls
+$77.9M
Net Calls Change
+$31.6M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$601M
2
OCBV
2
Ownership Capital B.V.
Netherlands
$130M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$959M
4
Citadel Advisors
4
Citadel Advisors
Florida
$114M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$132M

Top Sellers

1
WCM Investment Management
1
WCM Investment Management
California
$0
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$347M
3
DCP
3
Durable Capital Partners
Maryland
$318M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$375M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$1.25B
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.09B 8,711,444 -18,375 -0.2%
BlackRock
2
BlackRock
New York
$3.09B 6,574,963 -196,345 -3%
State Street
3
State Street
Massachusetts
$1.51B 3,227,973 +82,761 +3%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.25B 2,655,784 -441,446 -14%
AllianceBernstein
5
AllianceBernstein
Tennessee
$1.19B 2,546,310 -64,183 -2%
BAMCO Inc
6
BAMCO Inc
New York
$1.05B 2,244,921 +72,355 +3%
Capital Research Global Investors
7
Capital Research Global Investors
California
$959M 2,042,809 +240,639 +13%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$874M 1,863,200 -261,994 -12%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$789M 1,684,190 +46,934 +3%
Fiera Capital (Canada)
10
Fiera Capital (Canada)
Quebec, Canada
$737M 1,570,287 -92,188 -6%
Capital International Investors
11
Capital International Investors
California
$737M 1,570,337 +156,155 +11%
SGA
12
Sustainable Growth Advisers
Connecticut
$653M 1,390,639 +194,606 +16%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$601M 1,281,126 +546,220 +74%
Brown Advisory
14
Brown Advisory
Maryland
$479M 1,020,889 +104,041 +11%
Norges Bank
15
Norges Bank
Norway
$422M 899,667 +73,748 +9%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$375M 798,020 -483,814 -38%
Morgan Stanley
17
Morgan Stanley
New York
$357M 760,114 +34,297 +5%
Amundi
18
Amundi
France
$356M 752,262 +47,839 +7%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$347M 738,863 -593,859 -45%
Bank of America
20
Bank of America
North Carolina
$344M 733,426 -36,183 -5%
Franklin Resources
21
Franklin Resources
California
$341M 726,884 -316,925 -30%
American Century Companies
22
American Century Companies
Missouri
$340M 724,604 -428,951 -37%
Northern Trust
23
Northern Trust
Illinois
$321M 684,080 -36,729 -5%
DCP
24
Durable Capital Partners
Maryland
$318M 678,556 -551,839 -45%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$289M 614,975 +9,289 +2%
1
2 3 4 5