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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
CCM
576
Coldstream Capital Management
Washington
$400K -$67.4K -130 -14%
BFA
577
BMS Financial Advisors
South Dakota
$400K +$25.4K +49 +7%
CG
578
Caprock Group
Idaho
$399K +$8.82K +17 +2%
CRCM
579
Corbett Road Capital Management
Virginia
$398K +$410K +791 New
WEG
580
World Equity Group
Illinois
$397K +$410K +790 New
MAM
581
Magellan Asset Management
Australia
$397K +$72.1K +139 +21%
S
582
SignatureFD
Georgia
$396K +$22.8K +44 +6%
BAMF
583
BI Asset Management Fondsmaeglerselskab
Denmark
$395K +$408K +786 New
JF
584
JSF Financial
California
$394K -$316K -610 -44%
ERWM
585
Elk River Wealth Management
Colorado
$392K
RA
586
RFG Advisory
Alabama
$390K -$9.85K -19 -2%
PFS
587
Prospera Financial Services
Texas
$390K +$150K +290 +60%
PFO
588
Pathstone Family Office
New Jersey
$389K -$31.6K -61 -7%
BMCM
589
Bryn Mawr Capital Management
Pennsylvania
$388K +$400K +772 New
OIA
590
OneDigital Investment Advisors
Kansas
$387K +$39.9K +77 +11%
SP
591
Symmetry Partners
Connecticut
$374K
BTWM
592
Baker Tilly Wealth Management
Wisconsin
$370K -$1.24M -2,393 -77%
SWA
593
SFMG Wealth Advisors
Texas
$370K -$1.04K -2 -0.3%
FA
594
Faithward Advisors
Pennsylvania
$367K -$70K -135 -16%
WSFS
595
Wilmington Savings Fund Society
Delaware
$366K -$91.8K -177 -20%
Lido Advisors
596
Lido Advisors
California
$366K +$15K +29 +4%
VF
597
Virtu Financial
New York
$362K +$182K +350 +95%
HSA
598
HBK Sorce Advisory
Pennsylvania
$359K +$7.78K +15 +2%
GSWM
599
Golden State Wealth Management
California
$357K -$9.85K -19 -3%
PAM
600
Paradigm Asset Management
New York
$352K