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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 %
FCM
451
Fortis Capital Management
Washington
$814K -$18.6K -40 -2%
MAS
452
Meeder Advisory Services
Ohio
$814K +$814K +1,750 New
LNWWM
453
Laird Norton Wetherby Wealth Management
California
$804K -$67.5K -145 -8%
William Blair & Company
454
William Blair & Company
Illinois
$796K – – –
SAM
455
Sompo Asset Management
Japan
$786K +$55.8K +120 +8%
ASN
456
Advisory Services Network
Georgia
$780K -$7.91K -17 -1%
D.E. Shaw & Co
457
D.E. Shaw & Co
New York
$776K -$19.1M -41,103 -96%
ESCM
458
Echo Street Capital Management
New York
$775K -$62.6M -134,481 -99%
MGP
459
Metis Global Partners
California
$775K +$217K +467 +39%
AFA
460
Abacus FCF Advisors
Florida
$762K -$16.7K -36 -2%
XT
461
XTX Topco
Cayman Islands
$755K +$755K +1,624 New
MFG
462
Merit Financial Group
Georgia
$745K +$10.7K +23 +1%
WMA
463
Wealth Management Associates
New Jersey
$745K -$256K -551 -26%
GT
464
Glenmede Trust
Pennsylvania
$739K +$109K +234 +17%
RCM
465
RB Capital Management
Nevada
$739K +$14K +30 +2%
BP
466
Ballentine Partners
Massachusetts
$738K – – –
PRC
467
Pearl River Capital
Michigan
$736K +$465K +1,000 +172%
BOSSRA
468
B.O.S.S. Retirement Advisors
Utah
$735K +$735K +1,581 New
WG
469
Winton Group
United Kingdom
$733K +$733K +1,576 New
IMRF
470
Illinois Municipal Retirement Fund
Illinois
$718K – – –
SA
471
SRN Advisors
Pennsylvania
$701K +$701K +1,508 New
CAM
472
Cypress Asset Management
Texas
$694K -$79.1K -170 -10%
Carson Wealth (CWM LLC)
473
Carson Wealth (CWM LLC)
Nebraska
$694K +$92.1K +198 +15%
EI
474
Ellevest Inc
New York
$680K -$36.3K -78 -5%
CI
475
Cavalier Investments
Georgia
$677K -$39.1K -84 -5%
17 18
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