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MSCI
MSCI

Overview Fund Activity

823 hedge funds and large institutions have $36.6B invested in MSCI in 2023 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 302 increasing their positions, 312 reducing their positions, and 74 closing their positions.

Holders
823
Holders Change
+17
Holders Change %
+2.11%
% of All Funds
13.13%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
98
Increased
302
Reduced
312
Closed
74
Calls
$193M
Puts
$178M
Net Calls
+$15.2M
Net Calls Change
-$62.7M

Top Buyers

1
Edgewood Management
1
Edgewood Management
Connecticut
$632M
2
PAM
2
PineStone Asset Management
Quebec, Canada
$241M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$391M
4
American Century Companies
4
American Century Companies
Missouri
$493M
5
Los Angeles Capital Management
5
Los Angeles Capital Management
California
$125M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$20.3M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$276M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$1.21B
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.27B
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$65.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.41B 8,597,416 -114,028 -1%
BlackRock
2
BlackRock
New York
$3.47B 6,769,246 +194,283 +3%
State Street
3
State Street
Massachusetts
$1.62B 3,151,623 -76,350 -2%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.27B 2,477,563 -178,221 -7%
AllianceBernstein
5
AllianceBernstein
Tennessee
$1.21B 2,362,933 -183,377 -7%
BAMCO Inc
6
BAMCO Inc
New York
$1.16B 2,260,105 +15,184 +0.7%
Capital Research Global Investors
7
Capital Research Global Investors
California
$1.12B 2,181,522 +138,713 +7%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$972M 1,893,728 +30,528 +2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$868M 1,694,767 +10,577 +0.6%
Capital International Investors
10
Capital International Investors
California
$808M 1,574,107 +3,770 +0.2%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$749M 1,460,634 +179,508 +14%
Fiera Capital (Canada)
12
Fiera Capital (Canada)
Quebec, Canada
$734M 1,430,533 -139,754 -9%
SGA
13
Sustainable Growth Advisers
Connecticut
$683M 1,331,063 -59,576 -4%
Edgewood Management
14
Edgewood Management
Connecticut
$632M 1,232,721 +1,232,721 New
Brown Advisory
15
Brown Advisory
Maryland
$510M 994,527 -26,362 -3%
American Century Companies
16
American Century Companies
Missouri
$493M 959,894 +235,290 +32%
Norges Bank
17
Norges Bank
Norway
$444M 866,261 -33,406 -4%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$407M 793,234 -4,786 -0.6%
Morgan Stanley
19
Morgan Stanley
New York
$394M 767,297 +7,183 +0.9%
Principal Financial Group
20
Principal Financial Group
Iowa
$391M 762,080 +284,513 +60%
Bank of America
21
Bank of America
North Carolina
$388M 755,366 +21,940 +3%
Northern Trust
22
Northern Trust
Illinois
$361M 702,957 +18,877 +3%
Amundi
23
Amundi
France
$326M 638,655 -113,607 -15%
Franklin Resources
24
Franklin Resources
California
$323M 630,439 -96,445 -13%
Capital World Investors
25
Capital World Investors
California
$300M 585,038 +133 +0%
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