MSCI icon

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 %
SBH
476
Segall Bryant & Hamill
Illinois
$470K +$4.94K +12 +1%
MNBTD
477
Moody National Bank Trust Division
Texas
$469K +$469K +1,138 New
PFO
478
Pathstone Family Office
New Jersey
$468K +$150K +363 +47%
MYAM
479
Meiji Yasuda Asset Management
Japan
$464K +$103K +250 +29%
TW
480
Transform Wealth
Colorado
$460K -$41.6K -101 -8%
Cerity Partners
481
Cerity Partners
New York
$459K +$66.3K +161 +17%
SCA
482
Spearhead Capital Advisors
Florida
$458K +$458K +1,111 New
PA
483
Pinnacle Associates
New York
$455K +$52.4K +127 +13%
EWM
484
Evercore Wealth Management
New York
$448K – – –
SLG
485
Stanley-Laman Group
Pennsylvania
$448K – – –
NA
486
Navellier & Associates
Nevada
$439K – – –
Carson Wealth (CWM LLC)
487
Carson Wealth (CWM LLC)
Nebraska
$438K +$174K +422 +66%
CCM
488
Coldstream Capital Management
Washington
$436K +$108K +263 +33%
WPC
489
Wedmont Private Capital
Pennsylvania
$435K +$261K +634 +150%
CCA
490
Checchi Capital Advisers
California
$430K -$23.6K -49 -5%
AIP
491
Ameritas Investment Partners
Nebraska
$427K – – –
CI
492
Cigna Investments
Connecticut
$425K -$157K -382 -27%
SPC
493
Sigma Planning Corp
Michigan
$424K +$12.8K +31 +3%
AWM
494
Angeles Wealth Management
California
$423K -$162K -394 -28%
KPWS
495
Kestra Private Wealth Services
Texas
$423K -$8.25K -20 -2%
PG
496
Pendal Group
Australia
$422K +$38.8K +94 +10%
EI
497
Ellevest Inc
New York
$417K +$14.4K +35 +4%
DT
498
Diversified Trust
Tennessee
$414K -$34.6K -84 -8%
HA
499
Harbor Advisors
Florida
$412K – – –
CAM
500
Cresset Asset Management
Illinois
$405K -$107K -262 -21%
18 19
20
21 22