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MSCI
MSCI

Overview Fund Activity

797 hedge funds and large institutions have $33.4B invested in MSCI in 2022 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 275 increasing their positions, 286 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
797
Holders Change
+61
Holders Change %
+8.29%
% of All Funds
12.86%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
128
Increased
275
Reduced
286
Closed
48
Calls
$42.9M
Puts
$84.3M
Net Calls
-$41.3M
Net Calls Change
-$24M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
$1.11B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$250M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.02B
4
Citadel Advisors
Citadel Advisors
Florida
$81.2M
5
Millennium Management
Millennium Management
New York
$93.4M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$101M
2
Bessemer Group
Bessemer Group
New Jersey
$3.12M
3
Ameriprise
Ameriprise
Minnesota
$332M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.02B
5
DCP
Durable Capital Partners
Maryland
$638M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
576
Cetera Advisors
Colorado
$310K +$310K +667 New
AWS
577
Atria Wealth Solutions
New York
$309K +$5.12K +11 +2%
LP
578
LMR Partners
United Kingdom
$305K +$305K +656 New
PA
579
Parallel Advisors
California
$298K -$64.3K -138 -18%
NIMI
580
Natixis Investment Managers International
France
$291K -$11.6K -25 -4%
BTWM
581
Baker Tilly Wealth Management
Wisconsin
$289K +$289K +622 New
PAG
582
Private Advisor Group
New Jersey
$286K +$286K +658 New
SC
583
Scotia Capital
Ontario, Canada
$286K -$303K -652 -52%
WA
584
Wealth Alliance
New York
$285K +$285K +612 New
AWP
585
Ascent Wealth Partners
New York
$280K -$34.4K -74 -11%
APP
586
Alpha Paradigm Partners
Illinois
$280K – – –
WWM
587
WJ Wealth Management
Arizona
$279K – – –
FHA
588
Flagship Harbor Advisors
Massachusetts
$276K +$2.33K +5 +0.9%
FMLI
589
Fukoku Mutual Life Insurance
Japan
$273K -$94.4K -203 -26%
EWA
590
EP Wealth Advisors
California
$271K +$271K +583 New
GL
591
Graypoint LLC
New York
$267K +$7.44K +16 +3%
FAM
592
Fenimore Asset Management
New York
$266K – – –
BBHC
593
Brown Brothers Harriman & Co
New York
$264K – – –
AA
594
Ancora Advisors
Ohio
$262K +$464 +1 +0.2%
PPC
595
Park Place Capital
Alabama
$261K +$261K +561 New
CI
596
Conning Inc
Connecticut
$261K -$1.4K -3 -0.5%
CIC
597
Chilton Investment Company
Connecticut
$260K -$8.37K -18 -3%
BFM
598
Boothbay Fund Management
New York
$260K +$260K +559 New
BL
599
Balentine LLC
Georgia
$258K -$69.3K -149 -21%
JAFL
600
Jay A. Fishman Ltd
Michigan
$254K -$9.3K -20 -4%
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