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819 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, 310 increasing their positions, 320 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

0.47% less ownership

Funds ownership: 90.02%89.55% (-0.47%)

3% less repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 320

4% less funds holding

Funds holding: 850819 (-31)

19% less capital invested

Capital invested by funds: $44.9B → $36.5B (-$8.4B)

22% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 111

40% less call options, than puts

Call options by funds: $100M | Put options by funds: $166M

Holders
819
Holders Change
-31
Holders Change %
-3.65%
% of All Funds
12.92%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
87
Increased
310
Reduced
320
Closed
111
Calls
$100M
Puts
$166M
Net Calls
-$65.7M
Net Calls Change
-$24.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BL
626
Balentine LLC
Georgia
$292K +$301K +580 New
FAM
627
Fenimore Asset Management
New York
$288K
CCM
628
Copeland Capital Management
Pennsylvania
$287K +$1.04K +2 +0.4%
AC
629
ASB Consultores
Florida
$286K -$38.9K -75 -12%
IWA
630
Intercontinental Wealth Advisors
Texas
$285K -$393K -757 -57%
JAFL
631
Jay A. Fishman Ltd
Michigan
$284K
AA
632
Ancora Advisors
Ohio
$284K +$4.67K +9 +2%
TA
633
TrueWealth Advisors
Alabama
$278K
AAM
634
Arabesque Asset Management
United Kingdom
$277K +$57.6K +111 +25%
DWM
635
Darwin Wealth Management
Florida
$275K +$60.7K +117 +27%
SA
636
SRN Advisors
Pennsylvania
$272K -$15.6K -30 -5%
AAM
637
Advisors Asset Management
Colorado
$267K -$104K -200 -27%
SCM
638
Shelton Capital Management
Colorado
$267K
PWM
639
Perigon Wealth Management
California
$265K -$182K -351 -40%
ACA
640
Atlas Capital Advisors
Wyoming
$264K -$1.56K -3 -0.6%
MLA
641
My Legacy Advisors
Oregon
$263K +$271K +523 New
TCM
642
Teza Capital Management
Illinois
$262K +$16.6K +32 +7%
OTPPB
643
Ontario Teachers' Pension Plan Board
Ontario, Canada
$261K -$101K -194 -27%
FDCDDQ
644
Federation des caisses Desjardins du Quebec
Quebec, Canada
$258K -$19.2K -37 -7%
TEC
645
Tiger Eye Capital
Tennessee
$256K -$24.9K -48 -9%
GL
646
Graypoint LLC
New York
$255K +$9.33K +18 +4%
PGCM
647
Prescott Group Capital Management
Oklahoma
$247K -$2.07M -4,000 -89%
AWM
648
Apollon Wealth Management
South Carolina
$246K -$386K -744 -60%
VC
649
Veracity Capital
Georgia
$245K +$1.04K +2 +0.4%
AT
650
American Trust
Kentucky
$244K -$43.6K -84 -15%