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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 %
CIP
426
Chartwell Investment Partners
Pennsylvania
$743K 1,761 – –
BDF
427
Balasa Dinverno & Foltz
$731K 1,732 -1 -0.1%
AWM
428
Apollon Wealth Management
South Carolina
$731K 1,733 +1,189 +219%
William Blair & Company
429
William Blair & Company
Illinois
$721K 1,710 -14 -0.8%
ASN
430
Advisory Services Network
Georgia
$716K 1,694 +37 +2%
V
431
Veritable
Delaware
$715K 1,696 +3 +0.2%
AFA
432
Abacus FCF Advisors
Florida
$706K 1,674 -120 -7%
CAM
433
Cypress Asset Management
Texas
$701K 1,663 – –
BP
434
Ballentine Partners
Massachusetts
$670K 1,587 +159 +11%
ECM
435
Element Capital Management
New York
$668K 1,584 – –
MFG
436
Merit Financial Group
Georgia
$666K 1,579 -20 -1%
SAM
437
Sompo Asset Management
Japan
$662K 1,570 -270 -15%
RCM
438
RB Capital Management
Nevada
$657K 1,558 +192 +14%
IMRF
439
Illinois Municipal Retirement Fund
Illinois
$651K 1,543 -802 -34%
CI
440
Cavalier Investments
Georgia
$649K 1,539 -504 -25%
EI
441
Ellevest Inc
New York
$649K 1,539 +527 +52%
GC
442
Gilbert & Cook
Iowa
$633K 1,394 +35 +3%
Cambridge Investment Research Advisors
443
Cambridge Investment Research Advisors
Iowa
$624K 1,480 -488 -25%
HI
444
Horizon Investments
North Carolina
$624K 1,483 +792 +115%
QIM
445
Quantitative Investment Management
Virginia
$615K 1,460 +1,460 New
Rockefeller Capital Management
446
Rockefeller Capital Management
New York
$601K 1,428 +74 +5%
AIA
447
Alera Investment Advisors
Illinois
$600K 1,423 +34 +2%
MLL
448
Moody Lynn & Lieberson
Massachusetts
$594K 1,409 – –
RCA
449
Roberts Capital Advisors
Colorado
$585K 1,387 – –
EMG
450
ETF Managers Group
New Jersey
$577K 1,367 +57 +4%
16 17
18
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