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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
WMA
426
Wealth Management Associates
New Jersey
$718K – – –
BDF
427
Balasa Dinverno & Foltz
$714K – – –
William Blair & Company
428
William Blair & Company
Illinois
$711K -$20.6K -50 -3%
V
429
Veritable
Delaware
$698K -$25.1K -61 -3%
TCM
430
Teza Capital Management
Illinois
$697K +$482K +1,171 +225%
VPI
431
Value Partners Investments
Manitoba, Canada
$693K +$95.9K +233 +16%
SAM
432
Strategy Asset Managers
California
$691K -$7.01K -17 -1%
CAM
433
Cypress Asset Management
Texas
$685K -$35K -85 -5%
HAG
434
HighPoint Advisor Group
Illinois
$685K +$685K +1,607 New
ASN
435
Advisory Services Network
Georgia
$683K -$12.4K -30 -2%
EF
436
Empirical Finance
Pennsylvania
$673K +$33.4K +81 +5%
Wolverine Trading
437
Wolverine Trading
Illinois
$667K +$124K +298 +23%
MFG
438
Merit Financial Group
Georgia
$659K +$18.1K +44 +3%
CAPTRUST Financial Advisors
439
CAPTRUST Financial Advisors
North Carolina
$658K +$136K +331 +26%
ECM
440
Element Capital Management
New York
$653K +$218K +528 +50%
LNWWM
441
Laird Norton Wetherby Wealth Management
California
$647K -$5.77K -14 -0.9%
NIMI
442
Natixis Investment Managers International
France
$636K +$11.9K +29 +2%
Mawer Investment Management
443
Mawer Investment Management
Alberta, Canada
$633K +$69.6K +169 +12%
EGM
444
Engineers Gate Manager
New York
$610K -$1.92M -4,662 -76%
BAMF
445
BI Asset Management Fondsmaeglerselskab
Denmark
$607K +$283K +686 +87%
GT
446
Glenmede Trust
Pennsylvania
$606K -$2.42M -5,874 -80%
ARI
447
Applied Research Investments
Delaware
$598K -$216K -523 -27%
BP
448
Ballentine Partners
Massachusetts
$589K +$2.89K +7 +0.5%
MLL
449
Moody Lynn & Lieberson
Massachusetts
$581K -$4.12K -10 -0.7%
GCM
450
Graham Capital Management
Connecticut
$579K +$579K +1,406 New
16 17
18
19 20