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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 %
ITFISA
451
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$577K – – –
AIA
452
Alera Investment Advisors
Illinois
$573K -$20.2K -49 -3%
RCA
453
Roberts Capital Advisors
Colorado
$572K – – –
SSA
454
Schonfeld Strategic Advisors
New York
$565K +$21K +51 +4%
RCM
455
RB Capital Management
Nevada
$563K +$37.1K +90 +7%
MAM
456
Meeder Asset Management
Ohio
$563K +$153K +371 +37%
GC
457
Gilbert & Cook
Iowa
$560K +$6.59K +16 +1%
Rockefeller Capital Management
458
Rockefeller Capital Management
New York
$558K +$188K +456 +51%
CPIG
459
Chicago Partners Investment Group
Illinois
$547K +$8.18K +17 +2%
EMG
460
ETF Managers Group
New Jersey
$544K -$148K -356 -21%
BCM
461
Bayesian Capital Management
New York
$540K -$1.11M -2,700 -67%
SC
462
Scotia Capital
Ontario, Canada
$534K -$1.14M -2,778 -68%
BFS
463
Bradley Foster & Sargent
Connecticut
$533K -$72.1K -175 -12%
AWS
464
Atria Wealth Solutions
New York
$523K -$393K -954 -43%
ORI
465
Oak Ridge Investments
Illinois
$516K – – –
IFWM
466
Institute for Wealth Management
Colorado
$504K +$10.3K +25 +2%
FTDI
467
First Trust Direct Indexing
Massachusetts
$503K -$41.6K -101 -8%
KeyBank National Association
468
KeyBank National Association
Ohio
$503K +$87K +211 +21%
S
469
SignatureFD
Georgia
$497K +$173K +419 +53%
ACM
470
Aquatic Capital Management
Illinois
$495K +$495K +1,200 New
MGP
471
Metis Global Partners
California
$493K -$43.6K -106 -8%
PRC
472
Pearl River Capital
Michigan
$488K -$371K -899 -43%
SCA
473
Snowden Capital Advisors
New York
$481K -$21K -51 -4%
IEFM
474
IQ EQ Fund Management
Ireland
$478K -$8.66K -21 -2%
SAS
475
Stelac Advisory Services
New York
$474K +$323K +784 +214%
17 18
19
20 21