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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 %
PA
551
Pinnacle Associates
New York
$491K +$491K +976 New
SI
552
Stephens Inc
Arkansas
$488K -$3.78M -7,520 -89%
Cerity Partners
553
Cerity Partners
New York
$481K -$3.03K -6 -0.6%
MPPW
554
Mitchell & Pahl Private Wealth
Oklahoma
$480K +$53.8K +107 +13%
PTC
555
Private Trust Company
Ohio
$476K -$10.1K -20 -2%
CCA
556
Checchi Capital Advisers
California
$474K +$54.8K +109 +13%
HIM
557
Hillsdale Investment Management
Ontario, Canada
$473K -$25.2K -50 -5%
PG
558
Pendal Group
Australia
$467K +$33.7K +67 +8%
GBT
559
Grove Bank & Trust
Florida
$453K -$35.2K -70 -7%
Rockefeller Capital Management
560
Rockefeller Capital Management
New York
$451K +$95.9K +191 +27%
GIA
561
Gladstone Institutional Advisory
Florida
$449K +$449K +893 New
CPIG
562
Chicago Partners Investment Group
Illinois
$448K +$4.4K +11 +1%
MYAM
563
Meiji Yasuda Asset Management
Japan
$440K -$50.3K -100 -10%
ZB
564
Zions Bancorporation
Utah
$439K +$112K +222 +34%
TCBWMS
565
Texas Capital Bank Wealth Management Services
Texas
$436K +$8.55K +17 +2%
SFI
566
Siemens Fonds Invest
Germany
$434K – – –
RJT
567
Raymond James Trust
Florida
$433K -$56.3K -112 -12%
AG
568
AIA Group
Hong Kong
$424K +$123K +245 +41%
BWP
569
BSW Wealth Partners
Colorado
$423K +$51.7K +103 +14%
TAM
570
Trust Asset Management
Texas
$421K +$15.1K +30 +4%
WWP
571
WR Wealth Planners
Missouri
$410K +$410K +815 New
BCFD
572
Boit C.F. David
$407K -$50.2K -100 -11%
CCM
573
Coldstream Capital Management
Washington
$400K -$65.4K -130 -14%
BFA
574
BMS Financial Advisors
South Dakota
$400K +$24.7K +49 +7%
CG
575
Caprock Group
Idaho
$399K +$8.55K +17 +2%
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