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MSCI
MSCI

Overview Fund Activity

816 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, 309 increasing their positions, 318 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
816
Holders Change
-31
Holders Change %
-3.66%
% of All Funds
12.91%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
87
Increased
309
Reduced
318
Closed
111
Calls
$100M
Puts
$166M
Net Calls
-$65.7M
Net Calls Change
-$24.1M

Top Buyers

1
SGA
Sustainable Growth Advisers
Connecticut
+$383M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$325M
3
Ameriprise
Ameriprise
Minnesota
+$174M
4
DCP
Durable Capital Partners
Maryland
+$127M
5
Renaissance Technologies
Renaissance Technologies
New York
+$106M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$413M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$387M
3
Polen Capital Management
Polen Capital Management
Florida
-$281M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$232M
5
American Century Companies
American Century Companies
Missouri
-$77.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Pacer Advisors
251
Pacer Advisors
Pennsylvania
$6.65M +$2.87M +5,707 +76%
First Trust Advisors
252
First Trust Advisors
Illinois
$6.6M -$22.4M -44,479 -77%
IG
253
ING Group
Netherlands
$6.48M +$1.07M +2,133 +20%
BWP
254
Baldwin Wealth Partners
Massachusetts
$6.47M +$386K +768 +6%
LCM
255
Logan Capital Management
Pennsylvania
$6.45M -$130K -259 -2%
BCIM
256
British Columbia Investment Management
British Columbia, Canada
$6.4M -$885K -1,759 -12%
DnB Asset Management
257
DnB Asset Management
Norway
$6.34M +$354K +704 +6%
TPCW
258
TD Private Client Wealth
New York
$6.07M -$1.4M -2,779 -19%
CB
259
Commerce Bank
Missouri
$6.04M +$476K +947 +9%
TRCT
260
Tower Research Capital (TRC)
New York
$5.99M +$2.74M +5,458 +85%
KJHP
261
K.J. Harrison & Partners
Ontario, Canada
$5.98M -$989K -1,967 -14%
AWM
262
Axxcess Wealth Management
California
$5.97M -$782K -1,556 -12%
ANTB
263
AMG National Trust Bank
Colorado
$5.94M – – –
MML Investors Services
264
MML Investors Services
Massachusetts
$5.93M +$320K +637 +6%
MOACM
265
Mutual of America Capital Management
New York
$5.92M -$19.6K -39 -0.3%
MSL
266
Mackay Shields LLC
New York
$5.86M -$317K -631 -5%
BF
267
BOK Financial
Oklahoma
$5.8M +$139K +276 +2%
AIA
268
AGF Investments America
Ontario, Canada
$5.8M -$8.07M -16,042 -58%
Zurich Cantonal Bank
269
Zurich Cantonal Bank
Switzerland
$5.75M -$358K -712 -6%
WBC
270
Westpac Banking Corp
Australia
$5.7M -$9.61M -19,105 -63%
SMDAM
271
Sumitomo Mitsui DS Asset Management
Japan
$5.68M +$34.2K +68 +0.6%
X
272
Xponance
Pennsylvania
$5.67M +$15.6K +31 +0.3%
MCM
273
McKinley Capital Management
Alaska
$5.62M +$1.51K +3 +0%
Ensign Peak Advisors
274
Ensign Peak Advisors
Utah
$5.51M -$6.04M -12,016 -52%
COPPSERS
275
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$5.47M +$264K +525 +5%
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