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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.

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 %
IGWM
551
ICA Group Wealth Management
Colorado
$252K +$958 +2 +0.4%
FP
552
Foundry Partners
Minnesota
$251K – – –
IAN
553
Integrated Advisors Network
Texas
$251K +$83.9K +204 +50%
CI
554
Conning Inc
Connecticut
$249K -$412 -1 -0.2%
GCP
555
GSA Capital Partners
United Kingdom
$248K +$248K +602 New
LS
556
Livforsakringsbolaget Skandia
Sweden
$247K -$165K -400 -40%
WWM
557
WJ Wealth Management
Arizona
$247K +$247K +600 New
GBT
558
Grove Bank & Trust
Florida
$246K -$125K -303 -34%
FHA
559
Flagship Harbor Advisors
Massachusetts
$246K -$3.72K -9 -1%
FFM
560
Forum Financial Management
Illinois
$242K +$66.5K +161 +38%
PWPS
561
Pinnacle Wealth Planning Services
Ohio
$237K +$52.3K +127 +28%
FAM
562
Fenimore Asset Management
New York
$236K – – –
CCM
563
Copeland Capital Management
Pennsylvania
$236K +$1.24K +3 +0.5%
AA
564
Ancora Advisors
Ohio
$234K +$1.65K +4 +0.7%
JAFL
565
Jay A. Fishman Ltd
Michigan
$233K – – –
SFA
566
Sequoia Financial Advisors
Ohio
$232K +$45.3K +110 +24%
SI
567
Stephens Inc
Arkansas
$230K -$170K -413 -43%
QCG
568
Quadrant Capital Group
Ohio
$230K +$47.3K +115 +26%
SIM
569
Sentry Investment Management
Wisconsin
$229K -$27.6K -67 -11%
CS
570
Comerica Securities
Michigan
$225K -$51.4K -125 -19%
LOAMS
571
Lombard Odier Asset Management (Switzerland)
Switzerland
$225K +$225K +546 New
PCM
572
Prelude Capital Management
New York
$225K +$225K +546 New
AWM
573
Apollon Wealth Management
South Carolina
$224K +$22.6K +55 +11%
DS
574
DRW Securities
Illinois
$221K +$221K +536 New
Walleye Trading
575
Walleye Trading
New York
$220K +$220K +533 New
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