We are live on ! Find out more

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
IAA
651
Independent Advisor Alliance
North Carolina
$243K +$3.11K +6 +1%
RCAG
652
Rehmann Capital Advisory Group
Michigan
$243K -$7.26K -14 -3%
FPA
653
First Pacific Advisors
California
$241K
AIM
654
Anchor Investment Management
South Carolina
$240K -$2.07K -4 -0.8%
KCM
655
Kathmere Capital Management
Pennsylvania
$236K +$65.3K +126 +37%
FT
656
Fiduciary Trust
Massachusetts
$231K
STC
657
Sarah T. Connolly
$231K
IGWM
658
ICA Group Wealth Management
Colorado
$230K +$272K +524 New
KWM
659
Kolinsky Wealth Management
New Jersey
$229K +$32.2K +62 +16%
SFA
660
Sequoia Financial Advisors
Ohio
$228K +$53.4K +103 +29%
PCS
661
Personal CFO Solutions
New Jersey
$227K -$393K -758 -63%
BAM
662
Blueshift Asset Management
New Jersey
$225K -$5.15M -9,938 -96%
OPS
663
Orion Portfolio Solutions
Nebraska
$225K -$2.38M -4,584 -91%
HFM
664
Harvest Fund Management
China
$225K -$96.5K -186 -29%
WFI
665
West Family Investments
California
$225K +$9.85K +19 +4%
PWPS
666
Pinnacle Wealth Planning Services
Ohio
$225K +$232K +448 New
QCG
667
Quadrant Capital Group
Ohio
$223K +$58.1K +112 +34%
WPC
668
Wedmont Private Capital
Pennsylvania
$219K +$219K +422 New
HWMA
669
Heritage Wealth Management (Arizona)
Arizona
$215K +$221K +427 New
TC
670
TownSquare Capital
Utah
$214K -$11.4M -21,946 -98%
ST
671
Smithfield Trust
Pennsylvania
$214K
GCM
672
Gladius Capital Management
Illinois
$214K +$62.2K +120 +39%
JAM
673
JCIC Asset Management
Ontario, Canada
$213K
FFM
674
Forum Financial Management
Illinois
$213K +$8.3K +16 +4%
JCM
675
Jacobi Capital Management
Pennsylvania
$212K +$32.7K +63 +18%