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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 Market Value Shares Shares
Change 		Shares
Change %
SCM
576
Shelton Capital Management
Colorado
$218K 530 – –
GL
577
Graypoint LLC
New York
$213K 516 +8 +2%
BTWM
578
Baker Tilly Wealth Management
Wisconsin
$210K 510 -225 -31%
TEC
579
Tiger Eye Capital
Tennessee
$210K 510 – –
PGCM
580
Prescott Group Capital Management
Oklahoma
$202K 491 – –
Northwestern Mutual Wealth Management
581
Northwestern Mutual Wealth Management
Wisconsin
$202K 492 +158 +47%
AIM
582
Anchor Investment Management
South Carolina
$197K 477 – –
EWA
583
EverSource Wealth Advisors
Alabama
$192K 465 -555 -54%
TWC
584
TD Waterhouse Canada
Ontario, Canada
$191K 380 -119 -24%
HFM
585
Harvest Fund Management
China
$185K 449 – –
CI Investments Inc
586
CI Investments Inc
Ontario, Canada
$183K 445 -166 -27%
APA
587
American Portfolios Advisors
New York
$179K 434 +92 +27%
PFS
588
Prospera Financial Services
Texas
$177K 428 -348 -45%
ST
589
Smithfield Trust
Pennsylvania
$174K 421 – –
JAM
590
JCIC Asset Management
Ontario, Canada
$171K 416 -7 -2%
PCM
591
Penserra Capital Management
California
$157K 381 – –
HCA
592
Harbor Capital Advisors
Illinois
$156K 378 +68 +22%
GRP
593
Global Retirement Partners
California
$155K 377 +13 +4%
WTA
594
Washington Trust Advisors
Massachusetts
$154K 374 -25 -6%
CAL
595
Capital Advisors Ltd
Ohio
$153K 371 +83 +29%
UB
596
UMB Bank
Missouri
$148K 360 – –
FDCDDQ
597
Federation des caisses Desjardins du Quebec
Quebec, Canada
$147K 356 -158 -31%
AAM
598
Advisors Asset Management
Colorado
$138K 335 -195 -37%
T
599
TOBAM
France
$138K 336 +336 New
IA
600
IFP Advisors
Florida
$130K 617 – –
22 23
24
25 26