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MSCI
MSCI

Overview Fund Activity

736 hedge funds and large institutions have $30.3B invested in MSCI in 2022 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 294 increasing their positions, 269 reducing their positions, and 67 closing their positions.

Holders
736
Holders Change
-7
Holders Change %
-0.94%
% of All Funds
12.73%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.28%
New
71
Increased
294
Reduced
269
Closed
67
Calls
$88.4M
Puts
$106M
Net Calls
-$17.4M
Net Calls Change
-$23.1M

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$456M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$629M
3
Capital World Investors
3
Capital World Investors
California
$187M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$204M
5
Brown Advisory
5
Brown Advisory
Maryland
$415M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$723M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.03B
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$705M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$10.9M
5
Deutsche Bank
5
Deutsche Bank
Germany
$128M
Name Market Value Shares Shares
Change 		Shares
Change %
SSG
551
Summit Securities Group
New York
$258K 612 +443 +262%
MG
552
Mather Group
Illinois
$254K 602 +602 New
WWM
553
WJ Wealth Management
Arizona
$253K 600 – –
CG
554
Cutler Group
California
$253K 600 +600 New
APP
555
Alpha Paradigm Partners
Illinois
$253K 601 +601 New
GBT
556
Grove Bank & Trust
Florida
$248K 589 -9 -2%
FHA
557
Flagship Harbor Advisors
Massachusetts
$248K 587 -9 -2%
VIA
558
Vident Investment Advisory
Georgia
$248K 818 +8 +1%
MC
559
Maverick Capital
Texas
$248K 587 +587 New
PRC
560
Pearl River Capital
Michigan
$246K 583 -601 -51%
PWPS
561
Pinnacle Wealth Planning Services
Ohio
$244K 578 +3 +0.5%
CIC
562
Chilton Investment Company
Connecticut
$243K 577 -42 -7%
FAM
563
Fenimore Asset Management
New York
$241K 572 – –
BBHC
564
Brown Brothers Harriman & Co
New York
$240K 568 -111 -16%
JAFL
565
Jay A. Fishman Ltd
Michigan
$238K 565 – –
CI
566
Conning Inc
Connecticut
$238K 564 -40 -7%
AA
567
Ancora Advisors
Ohio
$238K 564 -4 -0.7%
DF
568
Donoghue Forlines
Massachusetts
$237K 561 -1,291 -70%
PFS
569
Prospera Financial Services
Texas
$237K 562 +134 +31%
OPS
570
Orion Portfolio Solutions
Nebraska
$236K 560 +560 New
SI
571
Stephens Inc
Arkansas
$235K 557 -1 -0.2%
GL
572
Graypoint LLC
New York
$235K 558 +42 +8%
FFM
573
Forum Financial Management
Illinois
$232K 549 -37 -6%
IGWM
574
ICA Group Wealth Management
Colorado
$232K 550 +24 +5%
SFA
575
Sequoia Financial Advisors
Ohio
$226K 535 -28 -5%
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