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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 %
CFB
626
Cullen/Frost Bankers
Texas
$49K 115 +5 +5%
GWS
627
Glassman Wealth Services
Virginia
$48K 114 +19 +20%
CWC
628
Carolinas Wealth Consulting
North Carolina
$44K 105 -11 -9%
SBL
629
Sargent Bickham Lagudis
Colorado
$44K 104 -3 -3%
MHR
630
Matthew Hamilton Rosenberg
$44K 104 +4 +4%
MPWT
631
MassMutual Private Wealth & Trust
Connecticut
$43K 103 +30 +41%
LS
632
Livforsakringsbolaget Skandia
Sweden
$42K 100 -500 -83%
JGIA
633
Jackson Grant Investment Advisers
Connecticut
$40K 94 – –
MWM
634
Mascoma Wealth Management
New Hampshire
$38K 89 -18 -17%
C
635
Covestor
United Kingdom
$36K 86 +44 +105%
AP
636
Arlington Partners
Alabama
$34K 80 – –
PFBT
637
Parkside Financial Bank & Trust
Missouri
$32K 77 +28 +57%
AF
638
Advisornet Financial
Minnesota
$29K 68 +4 +6%
Bank of Montreal
639
Bank of Montreal
Ontario, Canada
$28.9K 66,888 -2,936 -4%
CT
640
Cambridge Trust
Massachusetts
$28K 66 -68 -51%
FMII
641
Farmers & Merchants Investments Inc
Nebraska
$26K 61 +9 +17%
AS
642
Altshuler Shaham
Israel
$25K 58 -8 -12%
QC
643
Quent Capital
New York
$25K 59 +12 +26%
HH
644
HWG Holdings
Texas
$24K 57 +57 New
KFS
645
Kelly Financial Services
Massachusetts
$22.1K 52 -1 -2%
MCM
646
MV Capital Management
Maryland
$22K 53 +4 +8%
OCM
647
Osterweis Capital Management
California
$22K 52 +52 New
CTC
648
Central Trust Company
Missouri
$20K 47 – –
SC
649
Sierra Capital
Florida
$19K 46 – –
PGAM
650
Princeton Global Asset Management
New Jersey
$19K 46 – –
24 25
26
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