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MSCI
MSCI

Overview Fund Activity

868 hedge funds and large institutions have $40.7B invested in MSCI in 2023 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 316 increasing their positions, 338 reducing their positions, and 56 closing their positions.

Holders
868
Holders Change
+45
Holders Change %
+5.47%
% of All Funds
12.73%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
112
Increased
316
Reduced
338
Closed
56
Calls
$222M
Puts
$204M
Net Calls
+$18.3M
Net Calls Change
+$3.16M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$922M
2
Impax Asset Management Group
2
Impax Asset Management Group
United Kingdom
$332M
3
Millennium Management
3
Millennium Management
New York
$174M
4
Capital International Investors
4
Capital International Investors
California
$976M
5
Winslow Capital Management
5
Winslow Capital Management
Minnesota
$354M

Top Sellers

1
AIM
1
Alphinity Investment Management
Australia
$0
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$1.13B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$963M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$6.02M
5
AI
5
Axiom Investors
Connecticut
$150K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.91B 8,683,338 +85,922 +1%
BlackRock
2
BlackRock
New York
$3.87B 6,842,589 +73,343 +1%
State Street
3
State Street
Massachusetts
$1.79B 3,167,965 +16,342 +0.5%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.35B 2,395,209 -82,354 -3%
BAMCO Inc
5
BAMCO Inc
New York
$1.29B 2,279,500 +19,395 +0.9%
Capital Research Global Investors
6
Capital Research Global Investors
California
$1.2B 2,128,976 -52,546 -2%
AllianceBernstein
7
AllianceBernstein
Tennessee
$1.13B 1,990,790 -372,143 -16%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$980M 1,735,766 +40,999 +2%
Capital International Investors
9
Capital International Investors
California
$976M 1,725,215 +151,108 +10%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$963M 1,703,112 -190,616 -10%
Morgan Stanley
11
Morgan Stanley
New York
$922M 1,629,350 +862,053 +112%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$797M 1,408,574 -52,060 -4%
Fiera Capital (Canada)
13
Fiera Capital (Canada)
Quebec, Canada
$741M 1,310,640 -119,893 -8%
SGA
14
Sustainable Growth Advisers
Connecticut
$735M 1,299,841 -31,222 -2%
Edgewood Management
15
Edgewood Management
Connecticut
$693M 1,224,400 -8,321 -0.7%
Brown Advisory
16
Brown Advisory
Maryland
$588M 1,038,761 +44,234 +4%
American Century Companies
17
American Century Companies
Missouri
$583M 1,030,704 +70,810 +7%
Norges Bank
18
Norges Bank
Norway
$497M 877,823 +11,562 +1%
Principal Financial Group
19
Principal Financial Group
Iowa
$464M 819,422 +57,342 +8%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$443M 782,424 -10,810 -1%
Northern Trust
21
Northern Trust
Illinois
$398M 703,963 +1,006 +0.1%
Bank of America
22
Bank of America
North Carolina
$393M 695,072 -60,294 -8%
Capital World Investors
23
Capital World Investors
California
$371M 656,050 +71,012 +12%
Winslow Capital Management
24
Winslow Capital Management
Minnesota
$354M 625,809 +142,910 +30%
Franklin Resources
25
Franklin Resources
California
$352M 622,859 -7,580 -1%
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