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MSCI
MSCI

Overview Fund Activity

735 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, 268 reducing their positions, and 67 closing their positions.

Holders
735
Holders Change
-7
Holders Change %
-0.94%
% of All Funds
12.71%
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
268
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 %
SCM
576
Shelton Capital Management
Colorado
$215K 510 -20 -4%
EWA
577
EverSource Wealth Advisors
Alabama
$214K 507 +42 +9%
GHAM
578
Gilman Hill Asset Management
Connecticut
$211K 500 +500 New
CS
579
Comerica Securities
Michigan
$208K 494 -53 -10%
PGCM
580
Prescott Group Capital Management
Oklahoma
$207K 491 – –
UC
581
Unio Capital
New Jersey
$205K 485 +485 New
IAA
582
Independent Advisor Alliance
North Carolina
$204K 483 +483 New
FT
583
Fiduciary Trust
Massachusetts
$204K 484 +484 New
PCS
584
Personal CFO Solutions
New Jersey
$202K 480 +480 New
PSP
585
Principal Street Partners
Tennessee
$201K 476 +476 New
TFS
586
Thoroughbred Financial Services
Tennessee
$201K 478 +478 New
CCM
587
Copeland Capital Management
Pennsylvania
$197K 467 -106 -18%
HFM
588
Harvest Fund Management
China
$196K 464 +15 +3%
CAL
589
Capital Advisors Ltd
Ohio
$186K 440 +69 +19%
WTC
590
WhitTier Trust Company
Nevada
$179K 425 +400 +1,600%
ST
591
Smithfield Trust
Pennsylvania
$178K 421 – –
GRP
592
Global Retirement Partners
California
$178K 379 +2 +0.5%
TWC
593
TD Waterhouse Canada
Ontario, Canada
$176K 328 -52 -14%
APA
594
American Portfolios Advisors
New York
$164K 390 -44 -10%
PCM
595
Penserra Capital Management
California
$164K 391 +10 +3%
IA
596
IFP Advisors
Florida
$160K 764 +147 +24%
AIM
597
Anchor Investment Management
South Carolina
$155K 367 -110 -23%
FDCDDQ
598
Federation des caisses Desjardins du Quebec
Quebec, Canada
$154K 364 +8 +2%
Northwestern Mutual Wealth Management
599
Northwestern Mutual Wealth Management
Wisconsin
$145K 344 -148 -30%
UB
600
UMB Bank
Missouri
$142K 336 -24 -7%
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