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MSCI
MSCI

Overview Fund Activity

797 hedge funds and large institutions have $33.4B invested in MSCI in 2022 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 275 increasing their positions, 286 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
797
Holders Change
+61
Holders Change %
+8.29%
% of All Funds
12.86%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
128
Increased
275
Reduced
286
Closed
48
Calls
$42.9M
Puts
$84.3M
Net Calls
-$41.3M
Net Calls Change
-$24M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
$1.11B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$250M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.02B
4
Citadel Advisors
Citadel Advisors
Florida
$81.2M
5
Millennium Management
Millennium Management
New York
$93.4M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$101M
2
Bessemer Group
Bessemer Group
New Jersey
$3.12M
3
Ameriprise
Ameriprise
Minnesota
$332M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.02B
5
DCP
Durable Capital Partners
Maryland
$638M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
426
Acrisure Capital Management
Texas
$1.01M +$1.01M +2,177 New
CIBC World Market
427
CIBC World Market
Ontario, Canada
$1M -$281K -605 -22%
PG
428
Pendal Group
Australia
$998K +$514K +1,105 +106%
EF
429
Empirical Finance
Pennsylvania
$997K +$84.7K +182 +9%
PP
430
PDT Partners
New York
$989K +$12.1K +26 +1%
ACMA
431
Arbor Capital Management (Alaska)
Alaska
$941K -$72.9K -159 -7%
EWA
432
Exencial Wealth Advisors
Oklahoma
$936K +$930 +2 +0.1%
VPI
433
Value Partners Investments
Manitoba, Canada
$915K +$28.8K +62 +3%
S
434
Seeyond
France
$913K -$10.7K -23 -1%
AWM
435
Apollon Wealth Management
South Carolina
$900K +$93.5K +201 +12%
HIM
436
Hotaling Investment Management
Pennsylvania
$891K +$891K +1,915 New
ZCA
437
Zeke Capital Advisors
Pennsylvania
$889K +$889K +1,912 New
VI
438
Vestcor Inc
New Brunswick, Canada
$889K – – –
BWM
439
Buckley Wealth Management
Nevada
$877K -$4.65K -10 -0.5%
FFM
440
Fullerton Fund Management
Singapore
$875K -$397K -854 -31%
SWM
441
Segment Wealth Management
Texas
$872K +$2.79K +6 +0.3%
Kayne Anderson Rudnick Investment Management
442
Kayne Anderson Rudnick Investment Management
California
$871K -$175K -376 -17%
DA
443
Duality Advisers
Florida
$871K +$871K +1,872 New
AGC
444
Aspen Grove Capital
Colorado
$854K +$854K +1,836 New
AG
445
Algert Global
California
$851K +$549K +1,181 +182%
PC
446
Pier Capital
Connecticut
$844K +$844K +1,815 New
TI
447
Tidal Investments
Wisconsin
$844K -$149K -320 -15%
WHG
448
Westwood Holdings Group
Texas
$820K -$118K -254 -13%
CIP
449
Chartwell Investment Partners
Pennsylvania
$820K – – –
V
450
Veritable
Delaware
$816K +$27.4K +59 +3%
16 17
18
19 20