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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
+$414M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$238M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$218M
4
Citadel Advisors
Citadel Advisors
Florida
+$70.3M
5
Millennium Management
Millennium Management
New York
+$57.7M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$402M
2
Bessemer Group
Bessemer Group
New Jersey
-$158M
3
Ameriprise
Ameriprise
Minnesota
-$120M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$120M
5
DCP
Durable Capital Partners
Maryland
-$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
601
Clarus Wealth Advisors
Arizona
$253K +$253K +519 New
SIM
602
Sentry Investment Management
Wisconsin
$250K -$61.5K -132 -20%
HF
603
HRT Financial
New York
$250K +$250K +539 New
HSA
604
HBK Sorce Advisory
Pennsylvania
$249K +$249K +536 New
WTC
605
WhitTier Trust Company
Nevada
$246K +$48.4K +104 +24%
KWM
606
Kolinsky Wealth Management
New Jersey
$246K +$246K +528 New
GWM
607
Gitterman Wealth Management
New Jersey
$238K +$238K +512 New
FFM
608
Forum Financial Management
Illinois
$238K -$17.2K -37 -7%
PI
609
PEAK6 Investments
Illinois
$237K +$236K +507 +16,900%
SVWAG
610
Sound View Wealth Advisors Group
Georgia
$237K +$237K +420 New
SCM
611
Shelton Capital Management
Colorado
$237K – – –
QT
612
Quantamental Technologies
New York
$234K +$234K +502 New
EH
613
Equitable Holdings
New York
$232K +$232K +499 New
AT
614
American Trust
Kentucky
$230K +$230K +495 New
PGCM
615
Prescott Group Capital Management
Oklahoma
$228K – – –
FT
616
Fiduciary Trust
Massachusetts
$225K – – –
HFM
617
Harvest Fund Management
China
$222K +$5.6K +12 +3%
GCP
618
GSA Capital Partners
United Kingdom
$220K +$220K +474 New
WCM
619
WealthBridge Capital Management
Ohio
$219K -$122K -263 -36%
TFS
620
Thoroughbred Financial Services
Tennessee
$217K -$4.64K -10 -2%
MG
621
Meritage Group
California
$211K +$211K +453 New
SWS
622
SYSTM Wealth Solutions
Illinois
$210K +$210K +452 New
PCS
623
Personal CFO Solutions
New Jersey
$209K -$14.4K -31 -6%
MLA
624
My Legacy Advisors
Oregon
$209K +$209K +368 New
VFA
625
Valeo Financial Advisors
Indiana
$208K +$208K +448 New
23 24
25
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