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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 %
PFBT
651
Parkside Financial Bank & Trust
Missouri
$20K 49 -45 -48%
MCM
652
MV Capital Management
Maryland
$20K 49 +19 +63%
CTC
653
Central Trust Company
Missouri
$19K 47 -42 -47%
BAM
654
Byrne Asset Management
New Jersey
$19K 45 -20 -31%
SC
655
Sierra Capital
Florida
$19K 46 – –
PGAM
656
Princeton Global Asset Management
New Jersey
$19K 46 +1 +2%
QC
657
Quent Capital
New York
$19K 47 +7 +18%
WT
658
Washington Trust
Rhode Island
$18K 43 -1 -2%
C
659
Covestor
United Kingdom
$18K 42 – –
TWA
660
TCI Wealth Advisors
Arizona
$18K 44 +2 +5%
EARNEST Partners
661
EARNEST Partners
Georgia
$15K 37 – –
AWM
662
Accel Wealth Management
Iowa
$15K 37 – –
VCM
663
Vigilant Capital Management
Maine
$15K 36 +36 New
HNB
664
Huntington National Bank
Ohio
$14K 35 -17 -33%
KTC
665
Kistler-Tiffany Companies
Pennsylvania
$14K 33 – –
PB
666
Pinnacle Bancorp
Nebraska
$14K 33 – –
CWP
667
Concord Wealth Partners
Virginia
$14K 33 +4 +14%
CA
668
Clearstead Advisors
Ohio
$13K 32 -57 -64%
GWSG
669
GPS Wealth Strategies Group
Colorado
$13K 31 – –
CWM
670
Castle Wealth Management
Florida
$13K 32 +32 New
ZIG
671
Zullo Investment Group
Pennsylvania
$12K 28 -4 -13%
FMP
672
Financial Management Professionals
Texas
$12K 30 +3 +11%
TAIM
673
TD Ameritrade Investment Management
Nebraska
$12K 28 +28 New
HIA
674
Harbor Investment Advisory
Maryland
$11K 27 +19 +238%
WTC
675
WhitTier Trust Company
Nevada
$10K 25 – –
25 26
27
28 29