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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
SPC
551
Sigma Planning Corp
Michigan
$501K -$142K -274 -22%
MAM
552
Meeder Asset Management
Ohio
$500K +$516K +995 New
EI
553
Ellevest Inc
New York
$491K +$176K +340 +53%
PA
554
Pinnacle Associates
New York
$491K +$506K +976 New
SI
555
Stephens Inc
Arkansas
$488K -$3.9M -7,520 -89%
Cerity Partners
556
Cerity Partners
New York
$481K -$3.11K -6 -0.6%
MPPW
557
Mitchell & Pahl Private Wealth
Oklahoma
$480K +$55.5K +107 +13%
PTC
558
Private Trust Company
Ohio
$476K -$10.4K -20 -2%
CCA
559
Checchi Capital Advisers
California
$474K +$56.5K +109 +13%
HIM
560
Hillsdale Investment Management
Ontario, Canada
$473K -$25.9K -50 -5%
PG
561
Pendal Group
Australia
$467K +$34.7K +67 +8%
GBT
562
Grove Bank & Trust
Florida
$453K -$36.3K -70 -7%
Rockefeller Capital Management
563
Rockefeller Capital Management
New York
$451K +$99K +191 +27%
GIA
564
Gladstone Institutional Advisory
Florida
$449K +$463K +893 New
CPIG
565
Chicago Partners Investment Group
Illinois
$448K +$5.7K +11 +1%
MYAM
566
Meiji Yasuda Asset Management
Japan
$440K -$51.9K -100 -10%
ZB
567
Zions Bancorporation
Utah
$439K +$115K +222 +34%
TCBWMS
568
Texas Capital Bank Wealth Management Services
Texas
$436K +$8.82K +17 +2%
SFI
569
Siemens Fonds Invest
Germany
$434K
RJT
570
Raymond James Trust
Florida
$433K -$58.1K -112 -12%
AG
571
AIA Group
Hong Kong
$424K +$127K +245 +41%
BWP
572
BSW Wealth Partners
Colorado
$423K +$53.4K +103 +14%
TAM
573
Trust Asset Management
Texas
$421K +$15.6K +30 +4%
WWP
574
WR Wealth Planners
Missouri
$410K +$423K +815 New
BCFD
575
Boit C.F. David
$407K -$51.9K -100 -11%