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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 %
JAM
601
JCIC Asset Management
Ontario, Canada
$131K 280 -136 -33%
PTC
602
Private Trust Company
Ohio
$131K 310 +46 +17%
WTA
603
Washington Trust Advisors
Massachusetts
$126K 299 -75 -20%
SAM
604
Sycomore Asset Management
France
$115K 273 – –
BAM
605
Belpointe Asset Management
Nevada
$115K 273 +29 +12%
WT
606
Whittier Trust
California
$111K 262 +14 +6%
SWM
607
Spire Wealth Management
Virginia
$107K 254 -2 -0.8%
MIM
608
Meridiem Investment Management
United Kingdom
$103K 245 – –
DGAM
609
Desjardins Global Asset Management
Quebec, Canada
$97K 231 – –
CFO
610
CVA Family Office
Colorado
$94K 222 – –
GCGDR
611
Geo Capital Gestora de Recursos
Brazil
$86K 204 +20 +11%
KFP
612
KB Financial Partners
New Jersey
$85K 201 -32 -14%
AF
613
Allworth Financial
California
$85K 201 +61 +44%
AA
614
Alta Advisers
United Kingdom
$84K 200 +200 New
MCC
615
Money Concepts Capital
Florida
$81K 191 +15 +9%
HFS
616
Hantz Financial Services
Michigan
$80K 190 -27 -12%
HI
617
Harbour Investments
Wisconsin
$80K 193 – –
HCA
618
Harbor Capital Advisors
Illinois
$77K 183 -195 -52%
NR
619
Newfound Research
Massachusetts
$70K 166 -14 -8%
SC
620
Seldon Capital
California
$60K 143 – –
LC
621
Lindbrook Capital
California
$58K 138 +2 +1%
JWA
622
JFS Wealth Advisors
Pennsylvania
$57K 135 +1 +0.7%
FF
623
FourThought Financial
Florida
$57K 134 +115 +605%
HGERS
624
Householder Group Estate & Retirement Specialist
Arizona
$51K 123 +123 New
BC
625
Barrett & Company
Rhode Island
$49.2K 106 +106 New
23 24
25
26 27