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MSCI
MSCI

Overview Fund Activity

797 hedge funds and large institutions have $33.4B invested in MSCI in 2022 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 275 increasing their positions, 286 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
797
Holders Change
+61
Holders Change %
+8.29%
% of All Funds
12.86%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
128
Increased
275
Reduced
286
Closed
48
Calls
$42.9M
Puts
$84.3M
Net Calls
-$41.3M
Net Calls Change
-$24M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$414M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$238M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$218M
4
Citadel Advisors
Citadel Advisors
Florida
+$70.3M
5
Millennium Management
Millennium Management
New York
+$57.7M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$402M
2
Bessemer Group
Bessemer Group
New Jersey
-$158M
3
Ameriprise
Ameriprise
Minnesota
-$120M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$120M
5
DCP
Durable Capital Partners
Maryland
-$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
SLG
501
Stanley-Laman Group
Pennsylvania
$505K – – –
GC
502
Gilbert & Cook
Iowa
$505K -$144K -309 -22%
EWM
503
Evercore Wealth Management
New York
$501K -$4.65K -10 -0.9%
Tudor Investment Corp
504
Tudor Investment Corp
Connecticut
$487K +$487K +1,047 New
NA
505
Navellier & Associates
Nevada
$485K -$2.33K -5 -0.5%
O
506
Ossiam
France
$481K +$154K +330 +47%
CGL
507
Clarius Group LLC
Washington
$478K +$6.98K +15 +1%
AWM
508
Angeles Wealth Management
California
$478K +$9.77K +21 +2%
RA
509
RFG Advisory
Alabama
$474K +$21K +37 +5%
TSS
510
Two Sigma Securities
New York
$471K +$471K +1,013 New
IEFM
511
IQ EQ Fund Management
Ireland
$470K – – –
ITFISA
512
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$465K – – –
HA
513
Harbor Advisors
Florida
$465K – – –
SS
514
Simplicity Solutions
Minnesota
$464K +$23.3K +50 +5%
SBH
515
Segall Bryant & Hamill
Illinois
$461K -$2.32K -5 -0.5%
CI
516
Cigna Investments
Connecticut
$459K -$466 -1 -0.1%
CG
517
Caprock Group
Idaho
$454K +$97.2K +209 +27%
BPA
518
Beacon Pointe Advisors
California
$443K -$916K -1,970 -67%
UPC
519
Utah Peaks Capital
Utah
$442K +$442K +950 New
WPC
520
Wedmont Private Capital
Pennsylvania
$439K -$181K -385 -29%
GCM
521
Graham Capital Management
Connecticut
$427K -$507K -1,090 -54%
TAM
522
Trust Asset Management
Texas
$427K – – –
PA
523
Profund Advisors
Maryland
$425K -$2.33K -5 -0.5%
MM
524
MQS Management
New York
$425K +$425K +913 New
I
525
InceptionR
California
$425K +$425K +913 New
19 20
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