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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 %
TCM
451
Teza Capital Management
Illinois
$572K 1,356 -336 -20%
GT
452
Glenmede Trust
Pennsylvania
$571K 1,355 -118 -8%
DT
453
Diversified Trust
Tennessee
$567K 1,344 +339 +34%
WPC
454
Wedmont Private Capital
Pennsylvania
$557K 1,320 +264 +25%
ECA
455
Elevated Capital Advisors
Utah
$551K 1,307 +1,307 New
IFWM
456
Institute for Wealth Management
Colorado
$547K 1,296 +72 +6%
Carson Wealth (CWM LLC)
457
Carson Wealth (CWM LLC)
Nebraska
$546K 1,294 +232 +22%
S
458
SignatureFD
Georgia
$542K 1,284 +77 +6%
SC
459
Scotia Capital
Ontario, Canada
$534K 1,266 -30 -2%
BFS
460
Bradley Foster & Sargent
Connecticut
$532K 1,261 -33 -3%
ORI
461
Oak Ridge Investments
Illinois
$528K 1,252 – –
ICG
462
InterOcean Capital Group
Tennessee
$525K 1,245 +518 +71%
PA
463
Pinnacle Associates
New York
$520K 1,233 +130 +12%
MGP
464
Metis Global Partners
California
$505K 1,198 – –
SCA
465
Spearhead Capital Advisors
Florida
$494K 1,171 +60 +5%
SAS
466
Stelac Advisory Services
New York
$485K 1,150 – –
SSA
467
Schonfeld Strategic Advisors
New York
$483K 1,147 -224 -16%
MNBTD
468
Moody National Bank Trust Division
Texas
$480K 1,138 – –
SCA
469
Snowden Capital Advisors
New York
$478K 1,135 -34 -3%
KPWS
470
Kestra Private Wealth Services
Texas
$478K 1,134 +108 +11%
CAM
471
Cresset Asset Management
Illinois
$473K 1,121 +129 +13%
PP
472
Prudential plc
United Kingdom
$468K 1,109 +162 +17%
KeyBank National Association
473
KeyBank National Association
Ohio
$467K 1,108 -112 -9%
EWM
474
Evercore Wealth Management
New York
$459K 1,088 – –
SPC
475
Sigma Planning Corp
Michigan
$459K 1,088 +61 +6%
17 18
19
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