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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 %
FMAEN1
526
Fund Management at Engine No 1
California
$326K 773 -46 -6%
WEG
527
World Equity Group
Illinois
$324K 769 +36 +5%
CG
528
Caprock Group
Idaho
$324K 767 +100 +15%
VCM
529
Virtue Capital Management
Tennessee
$321K 762 -15 -2%
MCM
530
MAI Capital Management
Ohio
$320K 759 +65 +9%
MAM
531
Magellan Asset Management
Australia
$307K 727 -152 -17%
WSFS
532
Wilmington Savings Fund Society
Delaware
$307K 728 – –
WCM
533
WealthBridge Capital Management
Ohio
$303K 734 – –
QCG
534
Quadrant Capital Group
Ohio
$302K 717 +158 +28%
LNC
535
Lincoln National Corp
Pennsylvania
$301K 712 +712 New
BL
536
Balentine LLC
Georgia
$297K 704 +33 +5%
O
537
Ossiam
France
$297K 703 +649 +1,202%
SWA
538
SFMG Wealth Advisors
Texas
$294K 732 +11 +2%
CB
539
CNB Bank
Pennsylvania
$292K 692 +49 +8%
TC
540
Telemus Capital
Michigan
$289K 685 -247 -27%
AWP
541
Ascent Wealth Partners
New York
$285K 676 +676 New
BAM
542
Blueshift Asset Management
New Jersey
$283K 671 -159 -19%
SIM
543
Sentry Investment Management
Wisconsin
$282K 669 +113 +20%
QI
544
Qtron Investments
Massachusetts
$281K 667 +667 New
AWS
545
Atria Wealth Solutions
New York
$275K 652 -616 -49%
OIA
546
OneDigital Investment Advisors
Kansas
$275K 652 -6 -0.9%
NIMI
547
Natixis Investment Managers International
France
$274K 651 -894 -58%
AG
548
Algert Global
California
$274K 649 +649 New
PWM
549
Perigon Wealth Management
California
$272K 645 +22 +4%
EGM
550
Engineers Gate Manager
New York
$262K 620 -860 -58%
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