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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 %
KI
526
Kula Investments
Illinois
$422K +$422K +907 New
Balyasny Asset Management
527
Balyasny Asset Management
Illinois
$420K -$68M -146,134 -99%
WWP
528
WR Wealth Planners
Missouri
$420K +$2.33K +5 +0.6%
CC
529
Cipher Capital
New York
$420K +$420K +903 New
C
530
Certuity
Florida
$419K -$1.4K -3 -0.3%
P
531
Pitcairn
Pennsylvania
$409K +$47K +101 +13%
FMAEN1
532
Fund Management at Engine No 1
California
$409K +$49.8K +107 +14%
CCA
533
Checchi Capital Advisers
California
$409K -$2.33K -5 -0.6%
MCM
534
MAI Capital Management
Ohio
$408K +$54.9K +118 +16%
Lido Advisors
535
Lido Advisors
California
$407K +$41.4K +89 +11%
FTDI
536
First Trust Direct Indexing
Massachusetts
$406K -$14.9K -32 -4%
TCBWMS
537
Texas Capital Bank Wealth Management Services
Texas
$395K – – –
HIM
538
Hillsdale Investment Management
Ontario, Canada
$395K -$55.8K -120 -12%
SP
539
Symmetry Partners
Connecticut
$394K – – –
BFA
540
BMS Financial Advisors
South Dakota
$392K -$20.5K -44 -5%
RJT
541
Raymond James Trust
Florida
$390K +$13K +28 +3%
OPS
542
Orion Portfolio Solutions
Nebraska
$385K +$125K +268 +48%
QI
543
Qtron Investments
Massachusetts
$384K +$73.5K +158 +24%
TW
544
Transform Wealth
Colorado
$383K -$62.8K -135 -14%
FP
545
Foundry Partners
Minnesota
$381K – – –
BCFD
546
Boit C.F. David
$377K – – –
MNBTD
547
Moody National Bank Trust Division
Texas
$370K -$160K -343 -30%
ZB
548
Zions Bancorporation
Utah
$369K -$18.1K -39 -5%
BAMF
549
BI Asset Management Fondsmaeglerselskab
Denmark
$369K -$112K -241 -23%
VAS
550
Vestmark Advisory Solutions
Massachusetts
$369K +$4.19K +9 +1%
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