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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 %
AC
626
ASB Consultores
Florida
$286K -$37.7K -75 -12%
IWA
627
Intercontinental Wealth Advisors
Texas
$285K -$381K -757 -57%
JAFL
628
Jay A. Fishman Ltd
Michigan
$284K – – –
AA
629
Ancora Advisors
Ohio
$284K +$4.53K +9 +2%
TA
630
TrueWealth Advisors
Alabama
$278K – – –
AAM
631
Arabesque Asset Management
United Kingdom
$277K +$55.8K +111 +25%
DWM
632
Darwin Wealth Management
Florida
$275K +$58.9K +117 +27%
SA
633
SRN Advisors
Pennsylvania
$272K -$15.1K -30 -5%
AAM
634
Advisors Asset Management
Colorado
$267K -$101K -200 -27%
SCM
635
Shelton Capital Management
Colorado
$267K – – –
PWM
636
Perigon Wealth Management
California
$265K -$177K -351 -40%
ACA
637
Atlas Capital Advisors
Wyoming
$264K -$1.51K -3 -0.6%
MLA
638
My Legacy Advisors
Oregon
$263K +$263K +523 New
TCM
639
Teza Capital Management
Illinois
$262K +$16.1K +32 +7%
OTPPB
640
Ontario Teachers' Pension Plan Board
Ontario, Canada
$261K -$97.6K -194 -27%
FDCDDQ
641
Federation des caisses Desjardins du Quebec
Quebec, Canada
$258K -$18.6K -37 -7%
TEC
642
Tiger Eye Capital
Tennessee
$256K -$24.1K -48 -9%
GL
643
Graypoint LLC
New York
$255K +$9.04K +18 +4%
PGCM
644
Prescott Group Capital Management
Oklahoma
$247K -$2.01M -4,000 -89%
AWM
645
Apollon Wealth Management
South Carolina
$246K -$374K -744 -60%
VC
646
Veracity Capital
Georgia
$245K +$1K +2 +0.4%
AT
647
American Trust
Kentucky
$244K -$42.3K -84 -15%
IAA
648
Independent Advisor Alliance
North Carolina
$243K +$3.02K +6 +1%
RCAG
649
Rehmann Capital Advisory Group
Michigan
$243K -$7.05K -14 -3%
FPA
650
First Pacific Advisors
California
$241K – – –
24 25
26
27 28