MSCI icon

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 %
MIM
651
Meridiem Investment Management
United Kingdom
$114K – – –
CFO
652
CVA Family Office
Colorado
$113K +$9.3K +20 +9%
NHT
653
New Hampshire Trust
New Hampshire
$111K +$111K +239 New
DGAM
654
Desjardins Global Asset Management
Quebec, Canada
$110K +$3.24K +7 +3%
FFA
655
Farther Finance Advisors
California
$97.2K +$97.2K +209 New
HI
656
Harbour Investments
Wisconsin
$96.3K +$6.51K +14 +7%
LC
657
Lindbrook Capital
California
$96.3K +$32.1K +69 +50%
AA
658
Alta Advisers
United Kingdom
$93K – – –
KFP
659
KB Financial Partners
New Jersey
$93K – – –
GCGDR
660
Geo Capital Gestora de Recursos
Brazil
$87K -$7.4K -16 -8%
MCC
661
Money Concepts Capital
Florida
$84.7K -$4.19K -9 -5%
AF
662
Allworth Financial
California
$81.4K -$12.1K -26 -13%
HFS
663
Hantz Financial Services
Michigan
$81K -$7.45K -16 -8%
HCA
664
Harbor Capital Advisors
Illinois
$75.8K -$9.3K -20 -11%
RFA
665
Resurgent Financial Advisors
Georgia
$74.4K +$74.4K +160 New
SC
666
Seldon Capital
California
$66.5K – – –
JWA
667
JFS Wealth Advisors
Pennsylvania
$64.7K +$1.86K +4 +3%
GPI
668
General Partner Inc
Pennsylvania
$64.2K +$64.2K +138 New
GBT
669
Grove Bank & Trust
Florida
$63K -$212K -454 -77%
RTC
670
Riverview Trust Company
Washington
$62K +$47.5K +102 +329%
GWS
671
Glassman Wealth Services
Virginia
$61.9K +$8.84K +19 +17%
MPWT
672
MassMutual Private Wealth & Trust
Connecticut
$58K +$10.2K +22 +21%
CFB
673
Cullen/Frost Bankers
Texas
$53.5K – – –
USCWA
674
U.S. Capital Wealth Advisors
Texas
$53.2K +$53.2K +114 New
PFBT
675
Parkside Financial Bank & Trust
Missouri
$52.6K +$16.7K +36 +47%
25 26
27
28 29