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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
FTDI
501
First Trust Direct Indexing
Massachusetts
$664K +$11.4K +22 +2%
ECA
502
Elevated Capital Advisors
Utah
$663K +$683K +1,318 New
VI
503
Vestcor Inc
New Brunswick, Canada
$656K +$69.5K +134 +11%
MGP
504
Metis Global Partners
California
$656K +$303K +585 +81%
CAAS
505
Capital Asset Advisory Services
Michigan
$649K -$449K -865 -40%
IRF
506
IBM Retirement Fund
New York
$643K -$29.6K -57 -4%
RCM
507
RB Capital Management
Nevada
$642K +$93.9K +181 +17%
CAPTRUST Financial Advisors
508
CAPTRUST Financial Advisors
North Carolina
$636K +$78.3K +151 +14%
CAM
509
Cresset Asset Management
Illinois
$631K +$105K +202 +19%
ORI
510
Oak Ridge Investments
Illinois
$630K -$1.56K -3 -0.2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
511
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$622K +$190K +367 +42%
LA
512
LVW Advisors
New York
$619K -$553K -1,066 -46%
SEC
513
Seven Eight Capital
New York
$618K +$637K +1,229 New
SCA
514
Snowden Capital Advisors
New York
$613K +$390K +753 +161%
TW
515
Transform Wealth
Colorado
$612K -$49.3K -95 -7%
MFG
516
Menard Financial Group
Texas
$605K +$1.56K +3 +0.3%
IFWM
517
Institute for Wealth Management
Colorado
$603K +$15.6K +30 +3%
FRA
518
Frank Rimerman Advisors
California
$599K
Holocene Advisors
519
Holocene Advisors
New York
$595K +$613K +1,183 New
IEFM
520
IQ EQ Fund Management
Ireland
$593K -$36.3K -70 -6%
YWP
521
YorkBridge Wealth Partners
New York
$592K -$1.39M -2,678 -69%
CF
522
Copperwynd Financial
Arizona
$591K -$108K -208 -15%
O
523
Ossiam
France
$586K -$8.57M -16,530 -93%
PA
524
Profund Advisors
Maryland
$585K -$108K -208 -15%
FC
525
Forte Capital
New York
$585K