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819 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, 310 increasing their positions, 320 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

0.47% less ownership

Funds ownership: 90.02%89.55% (-0.47%)

3% less repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 320

4% less funds holding

Funds holding: 850819 (-31)

19% less capital invested

Capital invested by funds: $44.9B → $36.5B (-$8.4B)

22% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 111

40% less call options, than puts

Call options by funds: $100M | Put options by funds: $166M

Holders
819
Holders Change
-31
Holders Change %
-3.65%
% of All Funds
12.92%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
87
Increased
310
Reduced
320
Closed
111
Calls
$100M
Puts
$166M
Net Calls
-$65.7M
Net Calls Change
-$24.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
426
Commonwealth Equity Services
Massachusetts
$1.15M +$6.22K +12 +0.5%
AIM
427
Achmea Investment Management
Netherlands
$1.14M +$1.18M +2,267 New
TW
428
TrinityPoint Wealth
Connecticut
$1.14M +$1M +1,931 +587%
ACMA
429
Arbor Capital Management (Alaska)
Alaska
$1.13M -$417K -804 -27%
CI
430
Cavalier Investments
Georgia
$1.13M -$131K -252 -10%
CIM
431
Contravisory Investment Management
Massachusetts
$1.12M -$100K -193 -8%
EDRH
432
Edmond de Rothschild Holding
Switzerland
$1.12M -$229K -442 -17%
AWS
433
Atria Wealth Solutions
New York
$1.12M +$1.15M +2,222 New
NW
434
NewEdge Wealth
Pennsylvania
$1.11M -$667K -1,286 -37%
DIA
435
Dana Investment Advisors
Wisconsin
$1.1M +$44.1K +85 +4%
Cambridge Investment Research Advisors
436
Cambridge Investment Research Advisors
Iowa
$1.09M -$133K -256 -11%
AssetMark Inc
437
AssetMark Inc
California
$1.09M +$504K +972 +82%
IC
438
IEQ Capital
California
$1.08M +$88.2K +170 +9%
DF
439
Donoghue Forlines
Massachusetts
$1.07M +$404K +779 +58%
GT
440
Greenleaf Trust
Michigan
$1.06M -$5.7K -11 -0.5%
HF
441
HRT Financial
New York
$1.05M +$1.09M +2,098 New
SCM
442
Stevens Capital Management
Pennsylvania
$1.05M -$3.11K -6 -0.3%
PRC
443
Pearl River Capital
Michigan
$1.05M +$1.08M +2,083 New
AP
444
Archon Partners
New Jersey
$1.04M +$1.08M +2,073 New
FAM
445
Fred Alger Management
New York
$1.03M -$20.7K -40 -2%
SWM
446
Segment Wealth Management
Texas
$1.03M +$78.3K +151 +8%
CAG
447
Csenge Advisory Group
Florida
$1.03M +$256K +494 +32%
TAM
448
Tocqueville Asset Management
New York
$1.01M
EWA
449
Exencial Wealth Advisors
Oklahoma
$1.01M -$519 -1 -0%
Connor, Clark & Lunn Investment Management (CC&L)
450
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$995K -$477K -920 -32%