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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 %
AIM
651
Anchor Investment Management
South Carolina
$240K -$2.01K -4 -0.8%
KCM
652
Kathmere Capital Management
Pennsylvania
$236K +$63.3K +126 +37%
FT
653
Fiduciary Trust
Massachusetts
$231K – – –
STC
654
Sarah T. Connolly
$231K – – –
IGWM
655
ICA Group Wealth Management
Colorado
$230K +$230K +524 New
KWM
656
Kolinsky Wealth Management
New Jersey
$229K +$31.1K +62 +16%
SFA
657
Sequoia Financial Advisors
Ohio
$228K +$51.8K +103 +29%
PCS
658
Personal CFO Solutions
New Jersey
$227K -$381K -758 -63%
BAM
659
Blueshift Asset Management
New Jersey
$225K -$4.99M -9,938 -96%
OPS
660
Orion Portfolio Solutions
Nebraska
$225K -$2.3M -4,584 -91%
HFM
661
Harvest Fund Management
China
$225K -$93.2K -186 -29%
WFI
662
West Family Investments
California
$225K +$9.54K +19 +4%
PWPS
663
Pinnacle Wealth Planning Services
Ohio
$225K +$225K +448 New
QCG
664
Quadrant Capital Group
Ohio
$223K +$56.3K +112 +34%
WPC
665
Wedmont Private Capital
Pennsylvania
$219K +$219K +422 New
HWMA
666
Heritage Wealth Management (Arizona)
Arizona
$215K +$215K +427 New
TC
667
TownSquare Capital
Utah
$214K -$11.1M -21,946 -98%
ST
668
Smithfield Trust
Pennsylvania
$214K – – –
GCM
669
Gladius Capital Management
Illinois
$214K +$60.4K +120 +39%
JAM
670
JCIC Asset Management
Ontario, Canada
$213K – – –
FFM
671
Forum Financial Management
Illinois
$213K +$8.02K +16 +4%
JCM
672
Jacobi Capital Management
Pennsylvania
$212K +$31.7K +63 +18%
ARC
673
Advisor Resource Council
Texas
$211K -$93.4K -186 -31%
MA
674
MJP Associates
Connecticut
$210K -$504 -1 -0.2%
CAN
675
Cetera Advisor Networks
California
$206K -$896K -1,778 -81%
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