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MSCI
MSCI

Overview Fund Activity

743 hedge funds and large institutions have $29.7B invested in MSCI in 2022 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 257 increasing their positions, 319 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
743
Holders Change
-73
Holders Change %
-8.95%
% of All Funds
12.56%
Holding in Top 10
10
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-44.44%
% of All Funds
0.17%
New
69
Increased
257
Reduced
319
Closed
126
Calls
$104M
Puts
$98.6M
Net Calls
+$5.68M
Net Calls Change
+$71.4M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.41B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$771M
3
Morgan Stanley
3
Morgan Stanley
New York
$291M
4
DCP
4
Durable Capital Partners
Maryland
$621M
5
PI
5
Putnam Investments
Massachusetts
$123M

Top Sellers

1
Polen Capital Management
1
Polen Capital Management
Florida
$0
2
State Street
2
State Street
Massachusetts
$1.36B
3
Invesco
3
Invesco
Georgia
$213M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.37B
5
FPP
5
Findlay Park Partners
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ERWM
526
Elk River Wealth Management
Colorado
$321K – – –
VCM
527
Virtue Capital Management
Tennessee
$320K -$1.05M -2,555 -77%
QCM
528
Quantinno Capital Management
New York
$320K +$54.4K +132 +20%
P
529
Pitcairn
Pennsylvania
$313K +$38.3K +93 +14%
SP
530
Symmetry Partners
Connecticut
$307K – – –
Walleye Capital
531
Walleye Capital
New York
$304K -$683K -1,657 -69%
E
532
Ergoteles
New York
$303K -$150K -364 -33%
WCM
533
WealthBridge Capital Management
Ohio
$303K -$112K -272 -27%
WEG
534
World Equity Group
Illinois
$302K -$23.5K -57 -7%
WSFS
535
Wilmington Savings Fund Society
Delaware
$300K – – –
ICG
536
InterOcean Capital Group
Tennessee
$300K +$300K +727 New
SWA
537
SFMG Wealth Advisors
Texas
$297K -$5.77K -14 -2%
PA
538
Parallel Advisors
California
$292K +$34.6K +84 +13%
ARC
539
Advisor Resource Council
Texas
$290K +$117K +284 +68%
MCM
540
MAI Capital Management
Ohio
$286K +$286K +694 New
HI
541
Horizon Investments
North Carolina
$284K -$798K -1,941 -74%
BBHC
542
Brown Brothers Harriman & Co
New York
$280K – – –
BL
543
Balentine LLC
Georgia
$277K +$37.6K +91 +16%
CG
544
Caprock Group
Idaho
$275K -$51.9K -126 -16%
FMLI
545
Fukoku Mutual Life Insurance
Japan
$272K – – –
OIA
546
OneDigital Investment Advisors
Kansas
$271K -$46.1K -112 -15%
CB
547
CNB Bank
Pennsylvania
$265K +$15.7K +38 +6%
PWM
548
Perigon Wealth Management
California
$257K +$40K +97 +18%
CIC
549
Chilton Investment Company
Connecticut
$255K -$12.8K -31 -5%
AAM
550
Arabesque Asset Management
United Kingdom
$254K +$26.8K +65 +12%
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