MSCI icon

MSCI
MSCI

Overview Fund Activity

816 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, 309 increasing their positions, 318 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
816
Holders Change
-31
Holders Change %
-3.66%
% of All Funds
12.91%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
87
Increased
309
Reduced
318
Closed
111
Calls
$100M
Puts
$166M
Net Calls
-$65.7M
Net Calls Change
-$24.1M

Top Buyers

1
SGA
Sustainable Growth Advisers
Connecticut
+$383M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$325M
3
Ameriprise
Ameriprise
Minnesota
+$174M
4
DCP
Durable Capital Partners
Maryland
+$127M
5
Renaissance Technologies
Renaissance Technologies
New York
+$106M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$413M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$387M
3
Polen Capital Management
Polen Capital Management
Florida
-$281M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$232M
5
American Century Companies
American Century Companies
Missouri
-$77.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
451
Liberty Wealth Management
California
$958K -$10.1K -20 -1%
BRWA
452
B. Riley Wealth Advisors
Florida
$955K +$53.3K +106 +6%
SAM
453
Sompo Asset Management
Japan
$930K +$65.4K +130 +8%
CIBC World Market
454
CIBC World Market
Ontario, Canada
$921K +$52.3K +104 +6%
BO
455
BRR OpCo
Ohio
$912K +$23.6K +47 +3%
OSAM
456
O'Shaughnessy Asset Management
Connecticut
$900K -$145K -288 -14%
BWM
457
Buckley Wealth Management
Nevada
$900K +$15.1K +30 +2%
CCIA
458
Campbell & Co Investment Adviser
Maryland
$892K -$95.5K -190 -10%
William Blair & Company
459
William Blair & Company
Illinois
$892K -$74.9K -149 -8%
CIP
460
Chartwell Investment Partners
Pennsylvania
$885K – – –
V
461
Veritable
Delaware
$882K -$27.7K -55 -3%
FCM
462
Fortis Capital Management
Washington
$881K -$1.44M -2,855 -62%
CAM
463
Cypress Asset Management
Texas
$879K -$117K -232 -12%
WMA
464
Wealth Management Associates
New Jersey
$877K – – –
BDF
465
Balasa Dinverno & Foltz
$871K – – –
Nomura Holdings
466
Nomura Holdings
Japan
$871K +$56.7K +110 +7%
SAM
467
Strategy Asset Managers
California
$851K +$18.6K +37 +2%
EMG
468
ETF Managers Group
New Jersey
$850K +$18.9K +37 +2%
ASN
469
Advisory Services Network
Georgia
$849K +$84.5K +168 +11%
PP
470
Paloma Partners
Connecticut
$843K -$9.44M -18,772 -92%
DTL
471
Dynamic Technology Lab
Singapore
$807K +$807K +1,605 New
LNWWM
472
Laird Norton Wetherby Wealth Management
California
$796K +$121K +240 +18%
RC
473
RegentAtlantic Capital
New Jersey
$794K +$356K +707 +81%
MFG
474
Merit Financial Group
Georgia
$782K +$12.1K +24 +2%
EF
475
Empirical Finance
Pennsylvania
$781K +$85K +169 +12%
17 18
19
20 21