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MSCI
MSCI

Overview Fund Activity

736 hedge funds and large institutions have $30.3B invested in MSCI in 2022 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 294 increasing their positions, 269 reducing their positions, and 67 closing their positions.

Holders
736
Holders Change
-7
Holders Change %
-0.94%
% of All Funds
12.73%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.28%
New
71
Increased
294
Reduced
269
Closed
67
Calls
$88.4M
Puts
$106M
Net Calls
-$17.4M
Net Calls Change
-$23.1M

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$456M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$629M
3
Capital World Investors
3
Capital World Investors
California
$187M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$204M
5
Brown Advisory
5
Brown Advisory
Maryland
$415M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$723M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.03B
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$705M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$10.9M
5
Deutsche Bank
5
Deutsche Bank
Germany
$128M
Name Market Value Shares Shares
Change 		Shares
Change %
TPM
326
Triasima Portfolio Management
Quebec, Canada
$2.19M 5,185 -106 -2%
FLPIM
327
F.L. Putnam Investment Management
Massachusetts
$2.15M 5,101 +2,172 +74%
DWM
328
Dakota Wealth Management
Florida
$2.13M 5,037 -2,348 -32%
Bank Julius Baer & Co
329
Bank Julius Baer & Co
Switzerland
$2.11M 4,994 -2,658 -35%
N
330
Natixis
France
$2.09M 4,957 -8,427 -63%
FDS
331
Freedom Day Solutions
Texas
$2M 4,747 -138 -3%
CCP
332
Corient Capital Partners
California
$2M 4,843 +7 +0.1%
PFO
333
Pathstone Family Office
New Jersey
$2M 4,735 +3,598 +316%
BWP
334
Balboa Wealth Partners
Arizona
$1.99M 4,712 +4,712 New
CFGS
335
Concourse Financial Group Securities
Alabama
$1.97M 4,672 -169 -3%
GI
336
GAMCO Investors
Connecticut
$1.97M 4,668 -45 -1%
MLICM
337
Metropolitan Life Insurance Company (MetLife)
New York
$1.95M 4,622 -94 -2%
CIC
338
Cornercap Investment Counsel
Georgia
$1.94M 4,589 -90 -2%
GL
339
GHE LLC
Tennessee
$1.92M 4,562 +1,484 +48%
FHB
340
First Hawaiian Bank
Hawaii
$1.89M 4,478 +391 +10%
CG
341
Colony Group
Massachusetts
$1.89M 4,476 -36 -0.8%
PMG
342
ProVise Management Group
Florida
$1.88M 4,460 -5 -0.1%
API
343
Advisor Partners II
California
$1.86M 4,397 +4,397 New
GC
344
Guggenheim Capital
Illinois
$1.83M 4,341 -1,188 -21%
PAS
345
Park Avenue Securities
New York
$1.8M 4,259 +123 +3%
Bank of Nova Scotia
346
Bank of Nova Scotia
Ontario, Canada
$1.75M 4,152 -16,243 -80%
First Trust Advisors
347
First Trust Advisors
Illinois
$1.74M 4,119 +4,119 New
NMERB
348
New Mexico Educational Retirement Board
New Mexico
$1.73M 4,100 -400 -9%
Creative Planning
349
Creative Planning
Kansas
$1.7M 4,021 +97 +2%
CGH
350
Crossmark Global Holdings
Texas
$1.67M 3,967 -200 -5%
12 13
14
15 16