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MSCI
MSCI

Overview Fund Activity

797 hedge funds and large institutions have $33.4B invested in MSCI in 2022 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 275 increasing their positions, 286 reducing their positions, and 48 closing their positions.

Holders
797
Holders Change
+61
Holders Change %
+8.29%
% of All Funds
12.86%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
128
Increased
275
Reduced
286
Closed
48
Calls
$42.9M
Puts
$84.3M
Net Calls
-$41.3M
Net Calls Change
-$24M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$1.11B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$250M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1.02B
4
Citadel Advisors
4
Citadel Advisors
Florida
$81.2M
5
Millennium Management
5
Millennium Management
New York
$93.4M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$101M
2
Bessemer Group
2
Bessemer Group
New Jersey
$3.12M
3
Ameriprise
3
Ameriprise
Minnesota
$332M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.02B
5
DCP
5
Durable Capital Partners
Maryland
$638M
Name Market Value Shares Shares
Change 		Shares
Change %
MC
251
Middleton & Co
Massachusetts
$6.17M 13,270 -805 -6%
ELI
252
Empire Life Investments
Ontario, Canada
$6.15M 13,218 -416 -3%
EAM
253
EULAV Asset Management
Florida
$6.05M 13,000 +13,000 New
CFG
254
Cambridge Financial Group
Ohio
$6.03M 12,966 -680 -5%
Man Group
255
Man Group
United Kingdom
$5.92M 12,731 -490 -4%
CCM
256
Copeland Capital Management
Pennsylvania
$5.91M 12,711 +12,244 +2,622%
DnB Asset Management
257
DnB Asset Management
Norway
$5.89M 12,661 -157 -1%
Mackenzie Financial
258
Mackenzie Financial
Ontario, Canada
$5.86M 12,587 +3,161 +34%
MOACM
259
Mutual of America Capital Management
New York
$5.82M 12,519 +224 +2%
NYLIM
260
New York Life Investment Management
New York
$5.81M 12,500 +1,151 +10%
Connor, Clark & Lunn Investment Management (CC&L)
261
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.78M 12,420 +12,420 New
State of Tennessee, Department of Treasury
262
State of Tennessee, Department of Treasury
Tennessee
$5.73M 12,314 -980 -7%
SP
263
Sarasin & Partners
United Kingdom
$5.69M 12,225 -31,518 -72%
FAF
264
Fjarde Ap-fonden
Sweden
$5.68M 12,210 +1,300 +12%
PNC Financial Services Group
265
PNC Financial Services Group
Pennsylvania
$5.5M 11,832 +66 +0.6%
FHA
266
First Horizon Advisors
Tennessee
$5.5M 11,819 -242 -2%
ANTB
267
AMG National Trust Bank
Colorado
$5.49M 11,809 +1 +0%
LCM
268
Logan Capital Management
Pennsylvania
$5.37M 11,541 -328 -3%
BWP
269
Baldwin Wealth Partners
Massachusetts
$5.36M 11,514 -365 -3%
AWM
270
Axxcess Wealth Management
California
$5.34M 11,482 -606 -5%
YCM
271
Yousif Capital Management
Michigan
$5.33M 11,453 -2,074 -15%
SMDAM
272
Sumitomo Mitsui DS Asset Management
Japan
$5.31M 11,420 -559 -5%
JWM
273
Jessup Wealth Management
Ohio
$5.3M 11,387 +11,387 New
TPSF
274
Texas Permanent School Fund
Texas
$5.24M 11,274 -31 -0.3%
EW
275
Evoke Wealth
California
$5.08M 10,924 -17 -0.2%
9 10
11
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