MSCI icon

MSCI
MSCI

Overview Fund Activity

736 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, 269 reducing their positions, and 67 closing their positions.

Holders
736
Holders Change
-7
Holders Change %
-0.94%
% of All Funds
12.73%
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
269
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 %
PGAM
651
Princeton Global Asset Management
New Jersey
$19K 46 – –
TWA
652
TCI Wealth Advisors
Arizona
$19K 45 +1 +2%
WT
653
Washington Trust
Rhode Island
$18K 43 – –
BAM
654
Byrne Asset Management
New Jersey
$17K 40 -5 -11%
AWM
655
Accel Wealth Management
Iowa
$17K 37 – –
HNB
656
Huntington National Bank
Ohio
$17K 40 +5 +14%
CA
657
Crewe Advisors
Utah
$17K 40 +17 +74%
EARNEST Partners
658
EARNEST Partners
Georgia
$16K 37 – –
CA
659
Clearstead Advisors
Ohio
$16K 37 +5 +16%
BTI
660
Blue Trust Inc
Georgia
$15K 36 +26 +260%
GWSG
661
GPS Wealth Strategies Group
Colorado
$13K 31 – –
CWM
662
Castle Wealth Management
Florida
$13K 32 – –
FMP
663
Financial Management Professionals
Texas
$13K 30 – –
RTC
664
Riverview Trust Company
Washington
$13K 31 +31 New
BIA
665
Bell Investment Advisors
California
$11K 27 -41 -60%
HIA
666
Harbor Investment Advisory
Maryland
$11K 25 -2 -7%
TWM
667
Tradition Wealth Management
Minnesota
$11K 25 +1 +4%
PCH
668
Polar Capital Holdings
United Kingdom
$10.3K 24,490 +746 +3%
BWM
669
BerganKDV Wealth Management
Minnesota
$10K 24 – –
HDIM
670
Hanson & Doremus Investment Management
Vermont
$10K 23 – –
CHA
671
Carmichael Hill & Associates
Maryland
$10K 23 – –
VNA
672
Valley National Advisers
Pennsylvania
$10K 25 +6 +32%
LFG
673
Larson Financial Group
Missouri
$9K 22 – –
WPWM
674
Western Pacific Wealth Management
Illinois
$8K 20 -100 -83%
CAC
675
Core Alternative Capital
Georgia
$8K 18 – –
25 26
27
28 29