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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 %
VI
501
Vestcor Inc
New Brunswick, Canada
$656K +$67.4K +134 +11%
MGP
502
Metis Global Partners
California
$656K +$294K +585 +81%
CAAS
503
Capital Asset Advisory Services
Michigan
$649K -$435K -865 -40%
IRF
504
IBM Retirement Fund
New York
$643K -$28.7K -57 -4%
RCM
505
RB Capital Management
Nevada
$642K +$91.1K +181 +17%
CAPTRUST Financial Advisors
506
CAPTRUST Financial Advisors
North Carolina
$636K +$75.9K +151 +14%
CAM
507
Cresset Asset Management
Illinois
$631K +$102K +202 +19%
ORI
508
Oak Ridge Investments
Illinois
$630K -$1.51K -3 -0.2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
509
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$622K +$185K +367 +42%
LA
510
LVW Advisors
New York
$619K -$536K -1,066 -46%
SEC
511
Seven Eight Capital
New York
$618K +$618K +1,229 New
SCA
512
Snowden Capital Advisors
New York
$613K +$378K +753 +161%
TW
513
Transform Wealth
Colorado
$612K -$47.8K -95 -7%
MFG
514
Menard Financial Group
Texas
$605K +$1.51K +3 +0.3%
IFWM
515
Institute for Wealth Management
Colorado
$603K +$15.1K +30 +3%
FRA
516
Frank Rimerman Advisors
California
$599K – – –
Holocene Advisors
517
Holocene Advisors
New York
$595K +$595K +1,183 New
IEFM
518
IQ EQ Fund Management
Ireland
$593K -$35.2K -70 -6%
YWP
519
YorkBridge Wealth Partners
New York
$592K -$1.35M -2,678 -69%
CF
520
Copperwynd Financial
Arizona
$591K -$105K -208 -15%
O
521
Ossiam
France
$586K -$8.31M -16,530 -93%
PA
522
Profund Advisors
Maryland
$585K -$105K -208 -15%
FC
523
Forte Capital
New York
$585K – – –
C
524
Certuity
Florida
$578K +$78.5K +156 +16%
ETC
525
Exchange Traded Concepts
Oklahoma
$574K +$357K +709 +164%
19 20
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