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MSCI
MSCI

Overview Fund Activity

816 hedge funds and large institutions have $36.5B invested in MSCI in 2022 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 309 increasing their positions, 318 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
816
Holders Change
-31
Holders Change %
-3.66%
% of All Funds
12.91%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
87
Increased
309
Reduced
318
Closed
111
Calls
$100M
Puts
$166M
Net Calls
-$65.7M
Net Calls Change
-$24.1M

Top Buyers

1
SGA
Sustainable Growth Advisers
Connecticut
+$383M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$325M
3
Ameriprise
Ameriprise
Minnesota
+$174M
4
DCP
Durable Capital Partners
Maryland
+$127M
5
Renaissance Technologies
Renaissance Technologies
New York
+$106M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$413M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$387M
3
Polen Capital Management
Polen Capital Management
Florida
-$281M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$232M
5
American Century Companies
American Century Companies
Missouri
-$77.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
376
Panagora Asset Management
Massachusetts
$1.95M +$17.1K +34 +0.9%
Mercer Global Advisors
377
Mercer Global Advisors
Colorado
$1.92M -$397K -789 -17%
PAS
378
Park Avenue Securities
New York
$1.91M +$139K +276 +8%
WHG
379
Westwood Holdings Group
Texas
$1.87M -$211K -420 -10%
SLI
380
Sumitomo Life Insurance
Japan
$1.82M -$29.2K -58 -2%
GL
381
GHE LLC
Tennessee
$1.82M +$85.5K +170 +5%
OAM
382
Oppenheimer Asset Management
New York
$1.81M -$6.78M -13,469 -79%
FLPIM
383
F.L. Putnam Investment Management
Massachusetts
$1.68M -$2.16M -4,296 -56%
IUHSA
384
Itau Unibanco Holding S.A.
Brazil
$1.68M +$1.68M +3,340 New
VCM
385
Virtue Capital Management
Tennessee
$1.68M -$254K -505 -13%
AP
386
Advisor Partners
California
$1.67M +$142K +283 +9%
BS
387
Bessemer Securities
New York
$1.66M – – –
DC
388
Davenport & Co
Virginia
$1.64M +$191K +380 +13%
BA
389
Birinyi Associates
Connecticut
$1.63M -$679K -1,350 -29%
NMIMC
390
Northwestern Mutual Investment Management Company
Wisconsin
$1.63M -$239K -476 -13%
HW
391
Hancock Whitney
Mississippi
$1.59M -$6.06M -12,052 -79%
QT
392
Quantamental Technologies
New York
$1.58M +$510K +1,015 +48%
AC
393
Allstate Corporation
Illinois
$1.55M -$3.02K -6 -0.2%
Grantham, Mayo, Van Otterloo & Co (GMO)
394
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.53M -$1.51M -3,000 -50%
MAM
395
Montanaro Asset Management
United Kingdom
$1.51M +$327K +650 +28%
First Manhattan
396
First Manhattan
New York
$1.51M – – –
ECM
397
Everence Capital Management
Indiana
$1.48M +$307K +610 +26%
FCM
398
Fairbanks Capital Management
California
$1.47M -$165K -329 -10%
Cetera Investment Advisers
399
Cetera Investment Advisers
Illinois
$1.46M -$242K -481 -14%
Creative Planning
400
Creative Planning
Kansas
$1.45M +$141K +280 +11%
14 15
16
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