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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
C
526
Certuity
Florida
$578K +$80.9K +156 +16%
ETC
527
Exchange Traded Concepts
Oklahoma
$574K +$368K +709 +164%
SBH
528
Segall Bryant & Hamill
Illinois
$568K +$47.2K +91 +9%
TC
529
Telemus Capital
Michigan
$557K +$82.5K +159 +17%
E
530
Ergoteles
New York
$553K -$376K -726 -40%
DT
531
Diversified Trust
Tennessee
$548K +$159K +307 +39%
EWM
532
Evercore Wealth Management
New York
$547K -$11.9K -23 -2%
SLG
533
Stanley-Laman Group
Pennsylvania
$546K -$237K -457 -30%
LWAC
534
Laurel Wealth Advisors (California)
California
$545K -$136K -262 -19%
WFC
535
Western Financial Corp
California
$537K -$69K -133 -11%
TSS
536
Two Sigma Securities
New York
$537K +$553K +1,067 New
NA
537
Navellier & Associates
Nevada
$535K
ECM
538
Element Capital Management
New York
$531K +$548K +1,056 New
CGL
539
Clarius Group LLC
Washington
$528K
KPWS
540
Kestra Private Wealth Services
Texas
$526K -$123K -237 -18%
AIP
541
Ameritas Investment Partners
Nebraska
$521K -$22.8K -44 -4%
MCIA
542
Mountain Capital Investment Advisors
Colorado
$520K -$172K -332 -24%
LSA
543
Leonteq Securities AG
Switzerland
$516K +$408K +787 +329%
JCIA
544
Jackson Creek Investment Advisors
Colorado
$515K -$20.2K -39 -4%
EWA
545
EverSource Wealth Advisors
Alabama
$513K +$120K +231 +29%
KeyBank National Association
546
KeyBank National Association
Ohio
$507K -$74.2K -143 -12%
WCM
547
WealthBridge Capital Management
Ohio
$506K -$4.67K -9 -0.9%
HA
548
Harbor Advisors
Florida
$503K
LS
549
Livforsakringsbolaget Skandia
Sweden
$503K +$156K +300 +43%
WA
550
WestEnd Advisors
North Carolina
$502K -$519 -1 Closed