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MSCI
MSCI

Overview Fund Activity

743 hedge funds and large institutions have $29.7B invested in MSCI in 2022 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 257 increasing their positions, 319 reducing their positions, and 126 closing their positions.

Holders
743
Holders Change
-73
Holders Change %
-8.95%
% of All Funds
12.56%
Holding in Top 10
10
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-44.44%
% of All Funds
0.17%
New
69
Increased
257
Reduced
319
Closed
126
Calls
$104M
Puts
$98.6M
Net Calls
+$5.68M
Net Calls Change
+$71.4M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.41B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$771M
3
Morgan Stanley
3
Morgan Stanley
New York
$291M
4
DCP
4
Durable Capital Partners
Maryland
$621M
5
PI
5
Putnam Investments
Massachusetts
$123M

Top Sellers

1
Polen Capital Management
1
Polen Capital Management
Florida
$0
2
State Street
2
State Street
Massachusetts
$1.36B
3
Invesco
3
Invesco
Georgia
$213M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.37B
5
FPP
5
Findlay Park Partners
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CCP
326
Corient Capital Partners
California
$1.99M 4,836 +365 +8%
Commonwealth Equity Services
327
Commonwealth Equity Services
Massachusetts
$1.99M 4,817 +2,537 +111%
EI
328
Ethic Inc
New York
$1.98M 4,795 -332 -6%
MLICM
329
Metropolitan Life Insurance Company (MetLife)
New York
$1.94M 4,716 -128 -3%
GI
330
GAMCO Investors
Connecticut
$1.94M 4,713 -25 -0.5%
CIC
331
Cornercap Investment Counsel
Georgia
$1.93M 4,679 +4,679 New
CG
332
Colony Group
Massachusetts
$1.86M 4,512 -77 -2%
NMERB
333
New Mexico Educational Retirement Board
New Mexico
$1.86M 4,500 -200 -4%
PMG
334
ProVise Management Group
Florida
$1.84M 4,465 -33 -0.7%
OSAM
335
O'Shaughnessy Asset Management
Connecticut
$1.83M 4,445 +2,656 +148%
AP
336
Advisor Partners
California
$1.82M 4,407 +1,080 +32%
ACM
337
Alamar Capital Management
California
$1.73M 4,205 -122 -3%
NEI
338
Northwest & Ethical Investments
Ontario, Canada
$1.72M 4,174 – –
CGH
339
Crossmark Global Holdings
Texas
$1.72M 4,167 -32 -0.8%
PAS
340
Park Avenue Securities
New York
$1.71M 4,136 +347 +9%
FHB
341
First Hawaiian Bank
Hawaii
$1.69M 4,087 -9 -0.2%
PA
342
Paragon Advisors
Texas
$1.67M 4,056 +1,620 +67%
QT
343
Quantbot Technologies
New York
$1.64M 3,986 -4,695 -54%
ERSOT
344
Employees Retirement System of Texas
Texas
$1.63M 3,951 – –
Creative Planning
345
Creative Planning
Kansas
$1.62M 3,924 +1,039 +36%
PAM
346
Panagora Asset Management
Massachusetts
$1.6M 3,871 – –
NA
347
NewEdge Advisors
Louisiana
$1.59M 3,848 +3,848 New
EOJOAM
348
E. Ohman J:or Asset Management
Sweden
$1.57M 3,812 -100 -3%
GL
349
GHE LLC
Tennessee
$1.55M 3,078 -532 -15%
SPIA
350
Steward Partners Investment Advisory
New York
$1.55M 3,753 -196 -5%
12 13
14
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