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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 %
SBH
526
Segall Bryant & Hamill
Illinois
$568K +$45.8K +91 +9%
TC
527
Telemus Capital
Michigan
$557K +$80K +159 +17%
E
528
Ergoteles
New York
$553K -$365K -726 -40%
DT
529
Diversified Trust
Tennessee
$548K +$154K +307 +39%
EWM
530
Evercore Wealth Management
New York
$547K -$11.6K -23 -2%
SLG
531
Stanley-Laman Group
Pennsylvania
$546K -$230K -457 -30%
LWAC
532
Laurel Wealth Advisors (California)
California
$545K -$132K -262 -19%
WFC
533
Western Financial Corp
California
$537K -$66.9K -133 -11%
TSS
534
Two Sigma Securities
New York
$537K +$537K +1,067 New
NA
535
Navellier & Associates
Nevada
$535K – – –
ECM
536
Element Capital Management
New York
$531K +$531K +1,056 New
CGL
537
Clarius Group LLC
Washington
$528K – – –
KPWS
538
Kestra Private Wealth Services
Texas
$526K -$119K -237 -18%
AIP
539
Ameritas Investment Partners
Nebraska
$521K -$22.1K -44 -4%
MCIA
540
Mountain Capital Investment Advisors
Colorado
$520K -$161K -332 -24%
JCIA
541
Jackson Creek Investment Advisors
Colorado
$515K -$19.6K -39 -4%
EWA
542
EverSource Wealth Advisors
Alabama
$513K +$116K +231 +29%
KeyBank National Association
543
KeyBank National Association
Ohio
$507K -$71.9K -143 -12%
WCM
544
WealthBridge Capital Management
Ohio
$506K -$4.53K -9 -0.9%
HA
545
Harbor Advisors
Florida
$503K – – –
LS
546
Livforsakringsbolaget Skandia
Sweden
$503K +$151K +300 +43%
WA
547
WestEnd Advisors
North Carolina
$502K -$612 -1 Closed
SPC
548
Sigma Planning Corp
Michigan
$501K -$138K -274 -22%
MAM
549
Meeder Asset Management
Ohio
$500K +$500K +995 New
EI
550
Ellevest Inc
New York
$491K +$171K +340 +53%
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