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746 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, 259 increasing their positions, 320 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more call options, than puts

Call options by funds: $104M | Put options by funds: $98.6M

0.5% less ownership

Funds ownership: 89.55%89.06% (-0.5%)

9% less funds holding

Funds holding: 819746 (-73)

19% less capital invested

Capital invested by funds: $36.5B → $29.7B (-$6.79B)

19% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 320

44% less funds holding in top 10

Funds holding in top 10: 1810 (-8)

45% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 126

Holders
746
Holders Change
-73
Holders Change %
-8.91%
% of All Funds
12.57%
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
259
Reduced
320
Closed
126
Calls
$104M
Puts
$98.6M
Net Calls
+$5.68M
Net Calls Change
+$71.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
551
Perigon Wealth Management
California
$257K +$42.2K +97 +18%
CIC
552
Chilton Investment Company
Connecticut
$255K -$13.5K -31 -5%
AAM
553
Arabesque Asset Management
United Kingdom
$254K +$28.3K +65 +12%
IGWM
554
ICA Group Wealth Management
Colorado
$252K +$871 +2 +0.4%
FP
555
Foundry Partners
Minnesota
$251K
IAN
556
Integrated Advisors Network
Texas
$251K +$88.8K +204 +50%
CI
557
Conning Inc
Connecticut
$249K -$435 -1 -0.2%
GCP
558
GSA Capital Partners
United Kingdom
$248K +$262K +602 New
LS
559
Livforsakringsbolaget Skandia
Sweden
$247K -$174K -400 -40%
WWM
560
WJ Wealth Management
Arizona
$247K +$261K +600 New
GBT
561
Grove Bank & Trust
Florida
$246K -$132K -303 -34%
FHA
562
Flagship Harbor Advisors
Massachusetts
$246K -$3.92K -9 -1%
FFM
563
Forum Financial Management
Illinois
$242K +$70.1K +161 +38%
PWPS
564
Pinnacle Wealth Planning Services
Ohio
$237K +$55.3K +127 +28%
FAM
565
Fenimore Asset Management
New York
$236K
CCM
566
Copeland Capital Management
Pennsylvania
$236K +$1.31K +3 +0.5%
AA
567
Ancora Advisors
Ohio
$234K +$1.74K +4 +0.7%
JAFL
568
Jay A. Fishman Ltd
Michigan
$233K
SFA
569
Sequoia Financial Advisors
Ohio
$232K +$47.9K +110 +24%
SI
570
Stephens Inc
Arkansas
$230K -$180K -413 -43%
QCG
571
Quadrant Capital Group
Ohio
$230K +$50.1K +115 +26%
SIM
572
Sentry Investment Management
Wisconsin
$229K -$29.2K -67 -11%
CS
573
Comerica Securities
Michigan
$225K -$54.4K -125 -19%
LOAMS
574
Lombard Odier Asset Management (Switzerland)
Switzerland
$225K +$238K +546 New
PCM
575
Prelude Capital Management
New York
$225K +$238K +546 New