MSCI icon

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 %
MFW
601
Meristem Family Wealth
Minnesota
$342K -$6.04K -12 -2%
BBHC
602
Brown Brothers Harriman & Co
New York
$341K +$27.1K +54 +9%
EWA
603
EP Wealth Advisors
California
$340K +$122K +242 +56%
CS
604
Comerica Securities
Michigan
$338K +$52.8K +105 +19%
P
605
Pitcairn
Pennsylvania
$335K +$13.1K +26 +4%
PHK
606
Point72 Hong Kong
Hong Kong
$333K +$333K +663 New
FMLI
607
Fukoku Mutual Life Insurance
Japan
$332K – – –
ED
608
Exane Derivatives
France
$329K -$24.6K -49 -7%
CIC
609
Chilton Investment Company
Connecticut
$327K -$55.3K -110 -14%
QCM
610
Quantinno Capital Management
New York
$324K +$324K +644 New
Carson Wealth (CWM LLC)
611
Carson Wealth (CWM LLC)
Nebraska
$322K +$114K +227 +55%
PA
612
Parallel Advisors
California
$319K -$63.3K -124 -17%
SS
613
Simplicity Solutions
Minnesota
$313K -$267K -530 -46%
SIM
614
Sentry Investment Management
Wisconsin
$313K -$52.8K -105 -14%
CI Investments Inc
615
CI Investments Inc
Ontario, Canada
$307K -$189K -376 -38%
FP
616
Foundry Partners
Minnesota
$306K +$44.8K +89 +17%
IWC
617
Integrated Wealth Concepts
Massachusetts
$305K -$4.53K -9 -1%
CI
618
Conning Inc
Connecticut
$304K -$65.3K -130 -18%
FHA
619
Flagship Harbor Advisors
Massachusetts
$304K -$3.52K -7 -1%
CB
620
CNB Bank
Pennsylvania
$304K +$20.6K +41 +7%
FCH
621
Freestone Capital Holdings
Washington
$303K +$118K +234 +64%
TWC
622
TD Waterhouse Canada
Ontario, Canada
$295K +$12.4K +21 +4%
BL
623
Balentine LLC
Georgia
$292K +$292K +580 New
FAM
624
Fenimore Asset Management
New York
$288K – – –
CCM
625
Copeland Capital Management
Pennsylvania
$287K +$1.01K +2 +0.4%
23 24
25
26 27