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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
$1.11B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$250M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.02B
4
Citadel Advisors
Citadel Advisors
Florida
$81.2M
5
Millennium Management
Millennium Management
New York
$93.4M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$101M
2
Bessemer Group
Bessemer Group
New Jersey
$3.12M
3
Ameriprise
Ameriprise
Minnesota
$332M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.02B
5
DCP
Durable Capital Partners
Maryland
$638M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFS
626
Prospera Financial Services
Texas
$207K -$54.9K -118 -21%
WANY
627
Wealthspire Advisors (New York)
New York
$207K +$207K +444 New
CS
628
Comerica Securities
Michigan
$207K -$23.3K -50 -10%
KCM
629
Kathmere Capital Management
Pennsylvania
$205K +$205K +440 New
CAL
630
Capital Advisors Ltd
Ohio
$203K -$1.39K -3 -0.7%
SI
631
Stephens Inc
Arkansas
$202K -$56.8K -122 -22%
ONB
632
Old National Bancorp
Indiana
$200K +$200K +431 New
ST
633
Smithfield Trust
Pennsylvania
$194K -$1.86K -4 -1%
Pacer Advisors
634
Pacer Advisors
Pennsylvania
$193K -$9.66M -20,765 -98%
EWA
635
EverSource Wealth Advisors
Alabama
$191K -$45.7K -98 -19%
PCM
636
Penserra Capital Management
California
$190K +$9.68K +21 +5%
TWC
637
TD Waterhouse Canada
Ontario, Canada
$179K -$8K -14 -4%
AIM
638
Anchor Investment Management
South Carolina
$171K – – –
Northwestern Mutual Wealth Management
639
Northwestern Mutual Wealth Management
Wisconsin
$166K +$5.58K +12 +3%
GRP
640
Global Retirement Partners
California
$166K -$10.7K -23 -6%
MAM
641
Magellan Asset Management
Australia
$165K -$174K -373 -51%
IA
642
IFP Advisors
Florida
$163K +$11.3K +57 +7%
Dimensional Fund Advisors
643
Dimensional Fund Advisors
Texas
$142K +$2.66K +5,713 +2%
BAM
644
Belpointe Asset Management
Nevada
$135K +$7.45K +16 +6%
JAM
645
JCIC Asset Management
Ontario, Canada
$130K – – –
SWM
646
Spire Wealth Management
Virginia
$128K +$9.78K +21 +8%
SAM
647
Sycomore Asset Management
France
$127K – – –
WT
648
Whittier Trust
California
$121K -$930 -2 -0.8%
FDCDDQ
649
Federation des caisses Desjardins du Quebec
Quebec, Canada
$118K -$51.2K -110 -30%
GGI
650
Godsey & Gibb Inc
Virginia
$116K +$116K +250 New
24 25
26
27 28