MSCI icon

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 %
LC
626
Lindbrook Capital
California
$56K 136 +17 +14%
JWA
627
JFS Wealth Advisors
Pennsylvania
$55K 134 +11 +9%
CT
628
Cambridge Trust
Massachusetts
$55K 134 +15 +13%
CI
629
CX Institutional
Indiana
$54K 131 +131 New
WPWM
630
Western Pacific Wealth Management
Illinois
$49K 120 – –
FPS
631
Fieldpoint Private Securities
Connecticut
$48K 117 -1,327 -92%
CWC
632
Carolinas Wealth Consulting
North Carolina
$48K 116 +17 +17%
CFB
633
Cullen/Frost Bankers
Texas
$45K 110 – –
MWM
634
Mascoma Wealth Management
New Hampshire
$44K 107 -5 -4%
TFS
635
TrustCore Financial Services
Tennessee
$44K 106 – –
SBL
636
Sargent Bickham Lagudis
Colorado
$44K 107 +66 +161%
MHR
637
Matthew Hamilton Rosenberg
$42K 100 – –
GWS
638
Glassman Wealth Services
Virginia
$39K 95 -16 -14%
JGIA
639
Jackson Grant Investment Advisers
Connecticut
$39K 94 – –
AP
640
Arlington Partners
Alabama
$33K 80 -115 -59%
SWM
641
SeaCrest Wealth Management
New York
$31K 76 +76 New
Bank of Montreal
642
Bank of Montreal
Ontario, Canada
$30.4K 69,824 -24,317 -26%
MPWT
643
MassMutual Private Wealth & Trust
Connecticut
$30K 73 -19 -21%
BIA
644
Bell Investment Advisors
California
$28K 68 +68 New
AS
645
Altshuler Shaham
Israel
$27K 66 -9 -12%
AF
646
Advisornet Financial
Minnesota
$26K 64 +41 +178%
CAM
647
Close Asset Management
United Kingdom
$23K 55 – –
O
648
Ossiam
France
$22K 54 -1,112 -95%
KFS
649
Kelly Financial Services
Massachusetts
$22K 53 -7 -12%
FMII
650
Farmers & Merchants Investments Inc
Nebraska
$21K 52 – –
24 25
26
27 28