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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 %
TW
426
TrinityPoint Wealth
Connecticut
$1.14M +$971K +1,931 +587%
ACMA
427
Arbor Capital Management (Alaska)
Alaska
$1.13M -$414K -804 -27%
CI
428
Cavalier Investments
Georgia
$1.13M -$127K -252 -10%
CIM
429
Contravisory Investment Management
Massachusetts
$1.12M -$97.1K -193 -8%
EDRH
430
Edmond de Rothschild Holding
Switzerland
$1.12M -$222K -442 -17%
AWS
431
Atria Wealth Solutions
New York
$1.12M +$1.12M +2,222 New
NW
432
NewEdge Wealth
Pennsylvania
$1.11M -$647K -1,286 -37%
DIA
433
Dana Investment Advisors
Wisconsin
$1.1M +$42.7K +85 +4%
Cambridge Investment Research Advisors
434
Cambridge Investment Research Advisors
Iowa
$1.09M -$129K -256 -11%
AssetMark Inc
435
AssetMark Inc
California
$1.09M +$489K +972 +82%
IC
436
IEQ Capital
California
$1.08M +$85.5K +170 +9%
DF
437
Donoghue Forlines
Massachusetts
$1.07M +$392K +779 +58%
GT
438
Greenleaf Trust
Michigan
$1.06M -$5.53K -11 -0.5%
HF
439
HRT Financial
New York
$1.06M +$1.06M +2,098 New
SCM
440
Stevens Capital Management
Pennsylvania
$1.05M -$3.02K -6 -0.3%
PRC
441
Pearl River Capital
Michigan
$1.05M +$1.05M +2,083 New
AP
442
Archon Partners
New Jersey
$1.04M +$1.04M +2,073 New
FAM
443
Fred Alger Management
New York
$1.04M -$20.1K -40 -2%
SWM
444
Segment Wealth Management
Texas
$1.03M +$75.9K +151 +8%
CAG
445
Csenge Advisory Group
Florida
$1.03M +$248K +494 +32%
TAM
446
Tocqueville Asset Management
New York
$1.01M – – –
EWA
447
Exencial Wealth Advisors
Oklahoma
$1.01M -$503 -1 -0%
Connor, Clark & Lunn Investment Management (CC&L)
448
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$995K -$463K -920 -32%
ARI
449
Applied Research Investments
Delaware
$992K -$5M -9,953 -83%
MAG
450
Mass Ave Global
New York
$985K +$985K +1,958 New
16 17
18
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