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MSCI
MSCI

Overview Fund Activity

736 hedge funds and large institutions have $30.3B invested in MSCI in 2022 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 294 increasing their positions, 269 reducing their positions, and 67 closing their positions.

Holders
736
Holders Change
-7
Holders Change %
-0.94%
% of All Funds
12.73%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.28%
New
71
Increased
294
Reduced
269
Closed
67
Calls
$88.4M
Puts
$106M
Net Calls
-$17.4M
Net Calls Change
-$23.1M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$629M
2
Capital World Investors
2
Capital World Investors
California
$187M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$204M
4
Brown Advisory
4
Brown Advisory
Maryland
$415M
5
AI
5
Axiom Investors
Connecticut
$91.5M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$723M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.03B
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$705M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$10.9M
5
Deutsche Bank
5
Deutsche Bank
Germany
$128M
Name Market Value Shares Shares
Change 		Shares
Change %
CM
401
Capula Management
Cayman Islands
$932K 2,210 +2,210 New
DIA
402
Dana Investment Advisors
Wisconsin
$923K 2,188 – –
WMA
403
Wealth Management Associates
New Jersey
$908K 2,153 +410 +24%
TI
404
Tidal Investments
Wisconsin
$901K 2,135 +100 +5%
CAPTRUST Financial Advisors
405
CAPTRUST Financial Advisors
North Carolina
$900K 2,134 +538 +34%
PP
406
PDT Partners
New York
$886K 2,100 +2,100 New
AO
407
Advisor OS
Illinois
$857K 2,033 -215 -10%
WHG
408
Westwood Holdings Group
Texas
$850K 2,016 -1,679 -45%
SICM
409
Sustainable Insight Capital Management
New York
$849K 2,012 -1,152 -36%
EWA
410
Exencial Wealth Advisors
Oklahoma
$848K 2,010 -3 -0.1%
GCM
411
Graham Capital Management
Connecticut
$847K 2,009 +603 +43%
TAM
412
Tocqueville Asset Management
New York
$844K 2,000 – –
CM
413
Caption Management
Oklahoma
$844K 2,000 +2,000 New
S
414
Seeyond
France
$837K 1,986 -695 -26%
EF
415
Empirical Finance
Pennsylvania
$827K 1,961 +327 +20%
RIM
416
Redpoint Investment Management
Australia
$826K 1,958 -463 -19%
VI
417
Vestcor Inc
New Brunswick, Canada
$806K 1,911 +20 +1%
VPI
418
Value Partners Investments
Manitoba, Canada
$803K 1,905 +221 +13%
LWM
419
Liberty Wealth Management
California
$801K 1,899 +12 +0.6%
BWM
420
Buckley Wealth Management
Nevada
$799K 1,895 +45 +2%
LNWWM
421
Laird Norton Wetherby Wealth Management
California
$790K 1,874 +305 +19%
SWM
422
Segment Wealth Management
Texas
$788K 1,868 +118 +7%
Mawer Investment Management
423
Mawer Investment Management
Alberta, Canada
$772K 1,830 +293 +19%
MAM
424
Meeder Asset Management
Ohio
$764K 1,811 +445 +33%
FCM
425
Fortis Capital Management
Washington
$755K 1,790 +45 +3%
15 16
17
18 19