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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
ARC
676
Advisor Resource Council
Texas
$211K -$96.5K -186 -31%
MA
677
MJP Associates
Connecticut
$210K -$519 -1 -0.2%
CAN
678
Cetera Advisor Networks
California
$206K -$922K -1,778 -81%
CIA
679
Choate Investment Advisors
Massachusetts
$204K
IAN
680
Integrated Advisors Network
Texas
$204K +$24.4K +47 +13%
MFA
681
Mayflower Financial Advisors
Massachusetts
$203K +$210K +404 New
BEC
682
Blue Edge Capital
Virginia
$201K
ECM
683
Evergreen Capital Management
Washington
$201K +$207K +400 New
WTA
684
Washington Trust Advisors
Massachusetts
$200K -$2.59K -5 -1%
PCM
685
Penserra Capital Management
California
$191K +$11.9K +23 +6%
SFO
686
Standard Family Office
South Dakota
$187K +$184K +354 +1,967%
SAS
687
Stelac Advisory Services
New York
$184K -$400K -771 -68%
UB
688
UMB Bank
Missouri
$181K
APA
689
American Portfolios Advisors
New York
$172K -$15.6K -30 -8%
Northwestern Mutual Wealth Management
690
Northwestern Mutual Wealth Management
Wisconsin
$168K -$43K -83 -20%
HCA
691
Harbor Capital Advisors
Illinois
$156K +$161K +310 New
GRP
692
Global Retirement Partners
California
$151K +$189K +364 New
HFS
693
Hantz Financial Services
Michigan
$150K -$10.6M -20,407 -99%
AWA
694
Aaron Wealth Advisors
Illinois
$146K +$38.1M +73,420 New
CAL
695
Capital Advisors Ltd
Ohio
$145K +$80.9K +156 +118%
SAM
696
Sycomore Asset Management
France
$141K +$87.6K +169 +163%
GCGDR
697
Geo Capital Gestora de Recursos
Brazil
$137K
IA
698
IFP Advisors
Florida
$130K +$43.6K +84 +16%
GGI
699
Godsey & Gibb Inc
Virginia
$126K +$130K +250 New
WT
700
Whittier Trust
California
$125K +$1.04K +2 +0.8%