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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 %
CRCM
576
Corbett Road Capital Management
Virginia
$398K +$398K +791 New
WEG
577
World Equity Group
Illinois
$397K +$397K +790 New
MAM
578
Magellan Asset Management
Australia
$397K +$69.9K +139 +21%
S
579
SignatureFD
Georgia
$396K +$22.1K +44 +6%
BAMF
580
BI Asset Management Fondsmaeglerselskab
Denmark
$395K +$395K +786 New
JF
581
JSF Financial
California
$394K -$307K -610 -44%
ERWM
582
Elk River Wealth Management
Colorado
$392K – – –
RA
583
RFG Advisory
Alabama
$390K -$9.56K -19 -2%
PFS
584
Prospera Financial Services
Texas
$390K +$146K +290 +60%
PFO
585
Pathstone Family Office
New Jersey
$389K -$30.7K -61 -7%
BMCM
586
Bryn Mawr Capital Management
Pennsylvania
$388K +$388K +772 New
OIA
587
OneDigital Investment Advisors
Kansas
$387K +$38.7K +77 +11%
SP
588
Symmetry Partners
Connecticut
$374K – – –
BTWM
589
Baker Tilly Wealth Management
Wisconsin
$370K -$1.2M -2,393 -77%
SWA
590
SFMG Wealth Advisors
Texas
$370K -$1.01K -2 -0.3%
FA
591
Faithward Advisors
Pennsylvania
$367K -$67.9K -135 -16%
WSFS
592
Wilmington Savings Fund Society
Delaware
$366K -$89K -177 -20%
Lido Advisors
593
Lido Advisors
California
$366K +$14.6K +29 +4%
VF
594
Virtu Financial
New York
$362K +$176K +350 +95%
HSA
595
HBK Sorce Advisory
Pennsylvania
$359K +$7.55K +15 +2%
GSWM
596
Golden State Wealth Management
California
$357K -$9.55K -19 -3%
PAM
597
Paradigm Asset Management
New York
$352K – – –
WA
598
Wealth Alliance
New York
$352K -$226K -449 -39%
FMAEN1
599
Fund Management at Engine No 1
California
$346K +$346K +688 New
AWP
600
Ascent Wealth Partners
New York
$344K -$10.1K -20 -3%
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