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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 %
AIM
401
Achmea Investment Management
Netherlands
$935K 2,267 – –
AO
402
Advisor OS
Illinois
$927K 2,248 -590 -21%
BSI
403
Bennett Selby Investments
Maine
$917K 2,226 -148 -6%
YIH
404
Y-Intercept (HK)
Hong Kong
$910K 2,207 +2,207 New
ACMA
405
Arbor Capital Management (Alaska)
Alaska
$904K 2,194 – –
DIA
406
Dana Investment Advisors
Wisconsin
$902K 2,188 – –
PAG
407
Private Advisor Group
New Jersey
$854K 2,072 -4,526 -69%
CI
408
Cavalier Investments
Georgia
$842K 2,043 -198 -9%
TI
409
Tidal Investments
Wisconsin
$839K 2,035 +597 +42%
EWA
410
Exencial Wealth Advisors
Oklahoma
$830K 2,013 +11 +0.5%
TAM
411
Tocqueville Asset Management
New York
$824K 2,000 -10 -0.5%
EWA
412
EP Wealth Advisors
California
$813K 1,973 +1,298 +192%
Cambridge Investment Research Advisors
413
Cambridge Investment Research Advisors
Iowa
$811K 1,968 -195 -9%
CAG
414
Csenge Advisory Group
Florida
$799K 1,938 -104 -5%
BRWA
415
B. Riley Wealth Advisors
Florida
$796K 1,932 +33 +2%
BO
416
BRR OpCo
Ohio
$796K 1,932 +118 +7%
VI
417
Vestcor Inc
New Brunswick, Canada
$779K 1,891 +587 +45%
LWM
418
Liberty Wealth Management
California
$777K 1,887 -19 -1%
DF
419
Donoghue Forlines
Massachusetts
$763K 1,852 -275 -13%
BWM
420
Buckley Wealth Management
Nevada
$762K 1,850 +60 +3%
SAM
421
Sompo Asset Management
Japan
$758K 1,840 -10 -0.5%
AFA
422
Abacus FCF Advisors
Florida
$739K 1,794 -2,199 -55%
CIP
423
Chartwell Investment Partners
Pennsylvania
$726K 1,761 +2 +0.1%
SWM
424
Segment Wealth Management
Texas
$721K 1,750 -292 -14%
FCM
425
Fortis Capital Management
Washington
$719K 1,745 -6 -0.3%
15 16
17
18 19