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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 %
SAM
601
Sycomore Asset Management
France
$113K 273 – –
Pacer Advisors
602
Pacer Advisors
Pennsylvania
$110K 266 -12,957 -98%
PTC
603
Private Trust Company
Ohio
$109K 264 -682 -72%
SWM
604
Spire Wealth Management
Virginia
$106K 256 -21,796 -99%
WT
605
Whittier Trust
California
$102K 248 – –
MIM
606
Meridiem Investment Management
United Kingdom
$101K 245 – –
BAM
607
Belpointe Asset Management
Nevada
$101K 244 +244 New
ED
608
Exane Derivatives
France
$99.7K 242 -413 -63%
KFP
609
KB Financial Partners
New Jersey
$96K 233 +67 +40%
DGAM
610
Desjardins Global Asset Management
Quebec, Canada
$95K 231 -15 -6%
CFO
611
CVA Family Office
Colorado
$91K 222 +115 +107%
HFS
612
Hantz Financial Services
Michigan
$90K 217 -81 -27%
QPBE
613
Quintet Private Bank (Europe)
Luxembourg
$89.7K 190 +190 New
GCM
614
Gladius Capital Management
Illinois
$83K 199 -226 -53%
ETC
615
Exchange Traded Concepts
Oklahoma
$80K 193 -948 -83%
HI
616
Harbour Investments
Wisconsin
$80K 193 +193 New
GCGDR
617
Geo Capital Gestora de Recursos
Brazil
$76K 184 -7 -4%
NR
618
Newfound Research
Massachusetts
$74K 180 -5 -3%
MCC
619
Money Concepts Capital
Florida
$74K 176 +44 +33%
PCG
620
Private Capital Group
Connecticut
$73K 176 -29 -14%
UWM
621
Urban Wealth Management
California
$71K 172 +172 New
A
622
AustralianSuper
Australia
$70.5K 170,973 +124,388 +267%
SSG
623
Summit Securities Group
New York
$70K 169 +136 +412%
SC
624
Seldon Capital
California
$59K 143 – –
AF
625
Allworth Financial
California
$58K 140 +57 +69%
23 24
25
26 27