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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 %
WHG
351
Westwood Holdings Group
Texas
$1.52M 3,695 -23 -0.6%
EDRH
352
Edmond de Rothschild Holding
Switzerland
$1.51M 3,672 +1,452 +65%
SLI
353
Sumitomo Life Insurance
Japan
$1.5M 3,645 +30 +0.8%
KAS
354
Kestra Advisory Services
Texas
$1.48M 3,600 +985 +38%
AC
355
Allstate Corporation
Illinois
$1.43M 3,476 +393 +13%
SG Americas Securities
356
SG Americas Securities
New York
$1.42M 3,434 -6,487 -65%
RWM
357
Ritholtz Wealth Management
New York
$1.4M 3,394 +3,394 New
SICM
358
Sustainable Insight Capital Management
New York
$1.38M 3,164 +3,164 New
Mercer Global Advisors
359
Mercer Global Advisors
Colorado
$1.37M 3,320 -502 -13%
BS
360
Bessemer Securities
New York
$1.36M 3,304 – –
BA
361
Birinyi Associates
Connecticut
$1.34M 3,250 – –
NMIMC
362
Northwestern Mutual Investment Management Company
Wisconsin
$1.34M 3,242 +9 +0.3%
PIM
363
Perpetual Investment Management
Australia
$1.33M 3,214 -1,109 -26%
HF
364
HRT Financial
New York
$1.32M 3,191 +1,093 +52%
ACM
365
AlphaCrest Capital Management
New York
$1.3M 3,164 -2,030 -39%
DA
366
Duality Advisers
Florida
$1.3M 3,153 -1,468 -32%
CW
367
CreativeOne Wealth
Kansas
$1.29M 3,130 +303 +11%
BPA
368
Beacon Pointe Advisors
California
$1.29M 3,124 -4,774 -60%
OAM
369
Oppenheimer Asset Management
New York
$1.26M 3,066 -535 -15%
Grantham, Mayo, Van Otterloo & Co (GMO)
370
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.26M 3,046 – –
IC
371
IEQ Capital
California
$1.25M 3,035 +886 +41%
First Manhattan
372
First Manhattan
New York
$1.24M 3,000 – –
DC
373
Davenport & Co
Virginia
$1.22M 2,959 -301 -9%
ECM
374
Everence Capital Management
Indiana
$1.21M 2,937 – –
CNC
375
Canandaigua National Corp
New York
$1.21M 2,935 +1,414 +93%
13 14
15
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