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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 %
HIMCH
326
Hartford Investment Management Co (HIMCO)
Connecticut
$2.73M 5,877 -3,274 -36%
BPC
327
Banque Pictet & Cie
Switzerland
$2.7M 5,815 +212 +4%
Wealthfront Advisers
328
Wealthfront Advisers
California
$2.66M 5,723 -474 -8%
KC
329
Kingfisher Capital
North Carolina
$2.65M 5,690 +219 +4%
IC
330
IEQ Capital
California
$2.64M 5,673 +244 +4%
GG
331
Gofen & Glossberg
Illinois
$2.61M 5,602 -50 -0.9%
YIH
332
Y-Intercept (HK)
Hong Kong
$2.59M 5,566 +233 +4%
RI
333
Redwood Investments
Massachusetts
$2.57M 5,524 -34 -0.6%
AIM
334
Aurora Investment Managers
Florida
$2.55M 5,485 -648 -11%
FC
335
FORA Capital
Florida
$2.54M 5,469 +5,469 New
VC
336
Vestor Capital
Illinois
$2.54M 5,469 +13 +0.2%
EAMA
337
EFG Asset Management (Americas)
Florida
$2.54M 5,464 +1,539 +39%
API
338
Advisor Partners II
California
$2.52M 5,428 +1,031 +23%
Creative Planning
339
Creative Planning
Kansas
$2.47M 5,304 +1,283 +32%
FLPIM
340
F.L. Putnam Investment Management
Massachusetts
$2.44M 5,256 +155 +3%
GAM
341
Gotham Asset Management
New York
$2.42M 5,201 +4,288 +470%
JFG
342
Jefferies Financial Group
New York
$2.42M 5,201 +5,201 New
LSERS
343
Louisiana State Employees Retirement System
Louisiana
$2.42M 5,200 – –
KAS
344
Kestra Advisory Services
Texas
$2.42M 5,198 +2,493 +92%
SAM
345
Stewart Asset Management
New York
$2.41M 5,180 -631 -11%
EI
346
Ethic Inc
New York
$2.38M 5,124 -786 -13%
PFO
347
Pathstone Family Office
New Jersey
$2.38M 7,852 +3,117 +66%
GPGA
348
Grandeur Peak Global Advisors
Utah
$2.36M 5,082 -666 -12%
GI
349
GAMCO Investors
Connecticut
$2.33M 5,016 +348 +7%
EDRH
350
Edmond de Rothschild Holding
Switzerland
$2.33M 5,012 -237 -5%
12 13
14
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