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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
Principal Financial Group
26
Principal Financial Group
Iowa
$341M +$12.1M +23,347 +4%
Legal & General Group
27
Legal & General Group
United Kingdom
$330M +$27.6M +53,141 +9%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$314M -$10.6M -20,522 -3%
VOYA Investment Management
29
VOYA Investment Management
Georgia
$297M -$34.6M -66,688 -10%
Neuberger Berman Group
30
Neuberger Berman Group
New York
$297M +$48.8M +94,126 +19%
Winslow Capital Management
31
Winslow Capital Management
Minnesota
$283M +$81.1M +156,365 +39%
Artisan Partners
32
Artisan Partners
Wisconsin
$279M -$42.6M -82,081 -13%
DZ Bank
33
DZ Bank
Germany
$268M -$29.2M -56,215 -10%
UBS AM
34
UBS AM
Illinois
$239M -$1.92M -3,705 -0.8%
Charles Schwab
35
Charles Schwab
California
$207M +$1.86M +3,592 +0.9%
Deutsche Bank
36
Deutsche Bank
Germany
$197M +$55M +106,130 +37%
Federated Hermes
37
Federated Hermes
Pennsylvania
$197M -$38.1M -73,405 -16%
Morgan Stanley
38
Morgan Stanley
New York
$186M -$6.58M -12,684 -3%
PPA
39
Parametric Portfolio Associates
Washington
$182M -$1.94M -3,745 -1%
Bessemer Group
40
Bessemer Group
New Jersey
$178M +$3.5M +6,745 +2%
Public Employees Retirement Association of Colorado
41
Public Employees Retirement Association of Colorado
Colorado
$160M -$2.14M -4,136 -1%
Victory Capital Management
42
Victory Capital Management
Texas
$154M +$37.6M +72,528 +30%
Dimensional Fund Advisors
43
Dimensional Fund Advisors
Texas
$153M -$8.16M -15,738 -5%
EAM
44
Eagle Asset Management
Florida
$145M -$43.8M -84,489 -23%
ESCM
45
Echo Street Capital Management
New York
$144M +$11M +21,168 +8%
Goldman Sachs
46
Goldman Sachs
New York
$139M +$2.74M +5,278 +2%
Janus Henderson Group
47
Janus Henderson Group
United Kingdom
$137M -$11.5M -22,216 -8%
N
48
Nuveen
North Carolina
$135M -$2.47M -4,760 -2%
Amundi
49
Amundi
France
$127M +$4.64M +8,939 +4%
Axa
50
Axa
France
$119M -$5.34M -10,295 -4%