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MSCI
MSCI

Overview Fund Activity

816 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, 309 increasing their positions, 318 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
816
Holders Change
-31
Holders Change %
-3.66%
% of All Funds
12.91%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
87
Increased
309
Reduced
318
Closed
111
Calls
$100M
Puts
$166M
Net Calls
-$65.7M
Net Calls Change
-$24.1M

Top Buyers

1
SGA
Sustainable Growth Advisers
Connecticut
+$383M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$325M
3
Ameriprise
Ameriprise
Minnesota
+$174M
4
DCP
Durable Capital Partners
Maryland
+$127M
5
Renaissance Technologies
Renaissance Technologies
New York
+$106M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$413M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$387M
3
Polen Capital Management
Polen Capital Management
Florida
-$281M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$232M
5
American Century Companies
American Century Companies
Missouri
-$77.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
676
Choate Investment Advisors
Massachusetts
$204K – – –
IAN
677
Integrated Advisors Network
Texas
$204K +$23.6K +47 +13%
MFA
678
Mayflower Financial Advisors
Massachusetts
$203K +$203K +404 New
BEC
679
Blue Edge Capital
Virginia
$201K – – –
ECM
680
Evergreen Capital Management
Washington
$201K +$201K +400 New
WTA
681
Washington Trust Advisors
Massachusetts
$200K -$2.51K -5 -1%
PCM
682
Penserra Capital Management
California
$191K +$11.5K +23 +6%
SFO
683
Standard Family Office
South Dakota
$187K +$178K +354 +1,967%
SAS
684
Stelac Advisory Services
New York
$184K -$388K -771 -68%
UB
685
UMB Bank
Missouri
$181K – – –
APA
686
American Portfolios Advisors
New York
$172K -$15.1K -30 -8%
Northwestern Mutual Wealth Management
687
Northwestern Mutual Wealth Management
Wisconsin
$168K -$41.7K -83 -20%
HCA
688
Harbor Capital Advisors
Illinois
$156K +$156K +310 New
GRP
689
Global Retirement Partners
California
$151K +$151K +364 New
HFS
690
Hantz Financial Services
Michigan
$150K -$10.3M -20,407 -99%
AWA
691
Aaron Wealth Advisors
Illinois
$146K +$146K +73,420 New
CAL
692
Capital Advisors Ltd
Ohio
$145K +$78.5K +156 +118%
SAM
693
Sycomore Asset Management
France
$141K +$87.3K +169 +163%
GCGDR
694
Geo Capital Gestora de Recursos
Brazil
$137K – – –
IA
695
IFP Advisors
Florida
$130K +$17.7K +84 +16%
GGI
696
Godsey & Gibb Inc
Virginia
$126K +$126K +250 New
WT
697
Whittier Trust
California
$125K +$1.01K +2 +0.8%
DGAM
698
Desjardins Global Asset Management
Quebec, Canada
$123K -$7K -14 -5%
MIM
699
Meridiem Investment Management
United Kingdom
$123K – – –
PCG
700
Private Capital Group
Connecticut
$103K +$6.53K +13 +7%
26 27
28
29 30