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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.

New
Increased
Maintained
Reduced
Closed
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
AllianceBernstein
Tennessee
$1.11B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$250M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.02B
4
Citadel Advisors
Citadel Advisors
Florida
$81.2M
5
Millennium Management
Millennium Management
New York
$93.4M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$101M
2
Bessemer Group
Bessemer Group
New Jersey
$3.12M
3
Ameriprise
Ameriprise
Minnesota
$332M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.02B
5
DCP
Durable Capital Partners
Maryland
$638M
Name Holding Trade Value Shares
Change 		Shares
Change %
NMERB
376
New Mexico Educational Retirement Board
New Mexico
$1.77M -$140K -300 -7%
ACM
377
Alamar Capital Management
California
$1.76M -$10.7K -23 -0.6%
TPM
378
Triasima Portfolio Management
Quebec, Canada
$1.74M -$669K -1,439 -28%
Verition Fund Management
379
Verition Fund Management
Connecticut
$1.69M +$1.69M +3,624 New
NEI
380
Northwest & Ethical Investments
Ontario, Canada
$1.66M – – –
SLI
381
Sumitomo Life Insurance
Japan
$1.66M -$112K -240 -6%
AssetMark Inc
382
AssetMark Inc
California
$1.6M +$208K +447 +15%
EOJOAM
383
E. Ohman J:or Asset Management
Sweden
$1.59M -$140K -300 -8%
SPIA
384
Steward Partners Investment Advisory
New York
$1.56M +$219K +470 +16%
CAN
385
Cetera Advisor Networks
California
$1.54M +$1.54M +3,317 New
SICM
386
Sustainable Insight Capital Management
New York
$1.52M +$585K +1,257 +62%
GCM
387
Greenland Capital Management
New York
$1.51M +$1.51M +3,255 New
E
388
Ergoteles
New York
$1.47M +$1.47M +3,152 New
TC
389
Tsai Capital
New York
$1.46M +$43.3K +93 +3%
BFG
390
Bleakley Financial Group
New Jersey
$1.45M +$1.45M +3,111 New
CI Investments Inc
391
CI Investments Inc
Ontario, Canada
$1.44M +$121K +261 +9%
DTL
392
Dynamic Technology Lab
Singapore
$1.44M +$1.44M +3,087 New
FA
393
Fiducient Advisors
Illinois
$1.41M +$1.41M +3,031 New
First Manhattan
394
First Manhattan
New York
$1.41M +$9.77K +21 +0.7%
KRSITF
395
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.34M – – –
GT
396
Greenleaf Trust
Michigan
$1.33M +$125K +269 +10%
CNC
397
Canandaigua National Corp
New York
$1.32M -$48.8K -105 -4%
FCM
398
Fairbanks Capital Management
California
$1.3M -$4.65K -10 -0.4%
PMG
399
ProVise Management Group
Florida
$1.28M -$796K -1,711 -38%
EGM
400
Engineers Gate Manager
New York
$1.27M +$985K +2,118 +342%
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