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MSCI
MSCI

Overview Fund Activity

736 hedge funds and large institutions have $30.3B invested in MSCI in 2022 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 294 increasing their positions, 269 reducing their positions, and 67 closing their positions.

Holders
736
Holders Change
-7
Holders Change %
-0.94%
% of All Funds
12.73%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.28%
New
71
Increased
294
Reduced
269
Closed
67
Calls
$88.4M
Puts
$106M
Net Calls
-$17.4M
Net Calls Change
-$23.1M

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$456M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$629M
3
Capital World Investors
3
Capital World Investors
California
$187M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$204M
5
Brown Advisory
5
Brown Advisory
Maryland
$415M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$723M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.03B
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$705M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$10.9M
5
Deutsche Bank
5
Deutsche Bank
Germany
$128M
Name Market Value Shares Shares
Change 		Shares
Change %
FTDI
501
First Trust Direct Indexing
Massachusetts
$381K 904 -316 -26%
PI
502
PineBridge Investments
New York
$380K 902 – –
WWP
503
WR Wealth Planners
Missouri
$379K 898 +61 +7%
BFA
504
BMS Financial Advisors
South Dakota
$374K 886 +9 +1%
CCA
505
Checchi Capital Advisers
California
$373K 884 -9 -1%
RA
506
RFG Advisory
Alabama
$373K 798 -4 -0.5%
MFG
507
Menard Financial Group
Texas
$365K 865 +11 +1%
FC
508
Forte Capital
New York
$362K 857 -115 -12%
SW
509
SVB Wealth
Massachusetts
$360K 854 +854 New
TCBWMS
510
Texas Capital Bank Wealth Management Services
Texas
$359K 850 – –
SP
511
Symmetry Partners
Connecticut
$358K 848 +104 +14%
ZB
512
Zions Bancorporation
Utah
$351K 833 -71 -8%
FP
513
Foundry Partners
Minnesota
$345K 819 +211 +35%
Capstone Investment Advisors
514
Capstone Investment Advisors
New York
$345K 819 +819 New
RJT
515
Raymond James Trust
Florida
$342K 811 -152 -16%
BCFD
516
Boit C.F. David
$342K 810 +810 New
FMLI
517
Fukoku Mutual Life Insurance
Japan
$333K 790 +130 +20%
SFI
518
Siemens Fonds Invest
Germany
$332K 786 -77 -9%
Lido Advisors
519
Lido Advisors
California
$331K 786 -6 -0.8%
VAS
520
Vestmark Advisory Solutions
Massachusetts
$331K 784 +784 New
JF
521
JSF Financial
California
$330K 783 – –
Lazard Asset Management
522
Lazard Asset Management
New York
$329K 782 -197 -20%
ERWM
523
Elk River Wealth Management
Colorado
$329K 780 – –
P
524
Pitcairn
Pennsylvania
$329K 779 +19 +3%
PA
525
Parallel Advisors
California
$328K 778 +69 +10%
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