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819 hedge funds and large institutions have $36.5B invested in MSCI in 2022 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 310 increasing their positions, 320 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

0.47% less ownership

Funds ownership: 90.02%89.55% (-0.47%)

3% less repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 320

4% less funds holding

Funds holding: 850819 (-31)

19% less capital invested

Capital invested by funds: $44.9B → $36.5B (-$8.4B)

22% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 111

40% less call options, than puts

Call options by funds: $100M | Put options by funds: $166M

Holders
819
Holders Change
-31
Holders Change %
-3.65%
% of All Funds
12.92%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
87
Increased
310
Reduced
320
Closed
111
Calls
$100M
Puts
$166M
Net Calls
-$65.7M
Net Calls Change
-$24.1M
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
226
Martin Investment Management
Florida
$9.13M +$581K +1,120 +7%
RE
227
RBC Europe
United Kingdom
$9.09M +$81.4K +157 +0.9%
MC
228
Middleton & Co
Massachusetts
$8.81M +$15K +29 +0.2%
AQR Capital Management
229
AQR Capital Management
Connecticut
$8.39M +$556K +1,073 +7%
UCFA
230
United Capital Financial Advisors
Texas
$8.28M +$56K +108 +0.7%
PIM
231
Progressive Investment Management
Oregon
$8.27M +$2.09M +4,039 +33%
BS
232
Banco Santander
Spain
$8.16M +$3.32M +6,401 +65%
MGWM
233
Marks Group Wealth Management
Minnesota
$8.07M +$789K +1,521 +10%
Skandinaviska Enskilda Banken (SEB)
234
Skandinaviska Enskilda Banken (SEB)
Sweden
$8.01M -$493K -951 -6%
FAF
235
Fjarde Ap-fonden
Sweden
$7.9M -$4.04M -7,800 -33%
WPI
236
Walter Public Investments
Canada
$7.82M +$9.38M +18,095 New
EW
237
Evoke Wealth
California
$7.61M -$109K -211 -1%
MCM
238
Marsico Capital Management
Colorado
$7.49M
EIP
239
Epoch Investment Partners
New York
$7.49M -$24.6M -47,463 -76%
Comerica Bank
240
Comerica Bank
Texas
$7.33M -$57K -110 -0.7%
GIBU
241
Gulf International Bank (UK)
United Kingdom
$7.22M
URS
242
Utah Retirement Systems
Utah
$7.11M -$183K -352 -2%
YCM
243
Yousif Capital Management
Michigan
$7.08M -$95.9K -185 -1%
Janney Montgomery Scott
244
Janney Montgomery Scott
Pennsylvania
$7.05M -$4.93M -9,516 -40%
TI
245
Trexquant Investment
Connecticut
$6.98M +$6.1M +11,761 +556%
QC
246
Quadrature Capital
United Kingdom
$6.88M +$6.43M +12,394 +971%
ELI
247
Empire Life Investments
Ontario, Canada
$6.86M -$24.9K -48 -0.4%
FIM
248
Freedom Investment Management
Connecticut
$6.85M +$639K +1,232 +10%
CFG
249
Cambridge Financial Group
Ohio
$6.81M -$609K -1,175 -8%
II
250
IFM Investors
Australia
$6.72M +$1.37M +2,643 +25%