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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
ARI
451
Applied Research Investments
Delaware
$992K -$5.16M -9,953 -83%
MAG
452
Mass Ave Global
New York
$985K +$1.02M +1,958 New
LWM
453
Liberty Wealth Management
California
$958K -$10.4K -20 -1%
BRWA
454
B. Riley Wealth Advisors
Florida
$955K +$55K +106 +6%
SAM
455
Sompo Asset Management
Japan
$930K +$67.4K +130 +8%
CIBC World Market
456
CIBC World Market
Ontario, Canada
$921K +$53.9K +104 +6%
BO
457
BRR OpCo
Ohio
$912K +$24.4K +47 +3%
OSAM
458
O'Shaughnessy Asset Management
Connecticut
$900K -$149K -288 -14%
BWM
459
Buckley Wealth Management
Nevada
$900K +$15.6K +30 +2%
CCIA
460
Campbell & Co Investment Adviser
Maryland
$892K -$98.5K -190 -10%
William Blair & Company
461
William Blair & Company
Illinois
$892K -$77.3K -149 -8%
CIP
462
Chartwell Investment Partners
Pennsylvania
$885K
V
463
Veritable
Delaware
$882K -$28.5K -55 -3%
FCM
464
Fortis Capital Management
Washington
$881K -$1.48M -2,855 -62%
CAM
465
Cypress Asset Management
Texas
$879K -$120K -232 -12%
WMA
466
Wealth Management Associates
New Jersey
$877K
BDF
467
Balasa Dinverno & Foltz
$871K
Nomura Holdings
468
Nomura Holdings
Japan
$871K +$57K +110 +7%
SAM
469
Strategy Asset Managers
California
$851K +$19.2K +37 +2%
EMG
470
ETF Managers Group
New Jersey
$850K +$19.2K +37 +2%
ASN
471
Advisory Services Network
Georgia
$849K +$87.1K +168 +11%
PP
472
Paloma Partners
Connecticut
$843K -$9.73M -18,772 -92%
DTL
473
Dynamic Technology Lab
Singapore
$807K +$832K +1,605 New
LNWWM
474
Laird Norton Wetherby Wealth Management
California
$796K +$124K +240 +18%
RC
475
RegentAtlantic Capital
New Jersey
$794K +$367K +707 +81%