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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 %
CNC
476
Canandaigua National Corp
New York
$765K -$203K -403 -21%
NIMI
477
Natixis Investment Managers International
France
$762K +$508K +1,011 +200%
Verition Fund Management
478
Verition Fund Management
Connecticut
$761K +$97K +193 +15%
BHCM
479
Boulder Hill Capital Management
New York
$754K +$754K +1,500 New
IMRF
480
Illinois Municipal Retirement Fund
Illinois
$753K – – –
OTL
481
Oak Thistle LLC
New York
$742K +$742K +1,475 New
BFS
482
Bradley Foster & Sargent
Connecticut
$739K +$387K +769 +110%
VPI
483
Value Partners Investments
Manitoba, Canada
$730K +$730K +1,451 New
FPS
484
Fieldpoint Private Securities
Connecticut
$726K -$161K -321 -18%
TI
485
Tidal Investments
Wisconsin
$723K +$70.9K +141 +11%
AIA
486
Alera Investment Advisors
Illinois
$723K +$723K +1,438 New
BP
487
Ballentine Partners
Massachusetts
$715K +$12.6K +25 +2%
MLL
488
Moody Lynn & Lieberson
Massachusetts
$714K +$6.04K +12 +0.9%
AWM
489
Angeles Wealth Management
California
$714K +$714K +1,420 New
CI
490
Cigna Investments
Connecticut
$710K -$223K -445 -24%
ITFISA
491
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$704K +$201K +400 +40%
PP
492
Prudential plc
United Kingdom
$701K +$701K +1,393 New
RCA
493
Roberts Capital Advisors
Colorado
$697K – – –
Mawer Investment Management
494
Mawer Investment Management
Alberta, Canada
$688K +$109K +216 +19%
GC
495
Gilbert & Cook
Iowa
$675K +$28.1K +56 +4%
IA
496
IndexIQ Advisors
New York
$673K -$4.53K -9 -0.7%
Wolverine Trading
497
Wolverine Trading
Illinois
$668K -$397K -777 -37%
SSA
498
Schonfeld Strategic Advisors
New York
$664K -$32.2K -64 -5%
FTDI
499
First Trust Direct Indexing
Massachusetts
$664K +$11.1K +22 +2%
ECA
500
Elevated Capital Advisors
Utah
$663K +$663K +1,318 New
18 19
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