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746 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, 259 increasing their positions, 320 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more call options, than puts

Call options by funds: $104M | Put options by funds: $98.6M

0.5% less ownership

Funds ownership: 89.55%89.06% (-0.5%)

9% less funds holding

Funds holding: 819746 (-73)

19% less capital invested

Capital invested by funds: $36.5B → $29.7B (-$6.79B)

19% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 320

44% less funds holding in top 10

Funds holding in top 10: 1810 (-8)

45% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 126

Holders
746
Holders Change
-73
Holders Change %
-8.91%
% of All Funds
12.57%
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
259
Reduced
320
Closed
126
Calls
$104M
Puts
$98.6M
Net Calls
+$5.68M
Net Calls Change
+$71.4M
Name Holding Trade Value Shares
Change
Change in
Stake
TAIM
676
TD Ameritrade Investment Management
Nebraska
$12K +$12.2K +28 New
HIA
677
Harbor Investment Advisory
Maryland
$11K +$8.27K +19 +238%
TWM
678
Tradition Wealth Management
Minnesota
$10K
WTC
679
WhitTier Trust Company
Nevada
$10K
BWM
680
BerganKDV Wealth Management
Minnesota
$10K +$871 +2 +9%
PCH
681
Polar Capital Holdings
United Kingdom
$9.79K +$6.52M +14,966 +170%
CHA
682
Carmichael Hill & Associates
Maryland
$9K
HDIM
683
Hanson & Doremus Investment Management
Vermont
$9K
SFG
684
Steward Financial Group
Texas
$9K +$6.97K +16 +200%
LFG
685
Larson Financial Group
Missouri
$9K +$9.58K +22 New
CA
686
Crewe Advisors
Utah
$9K +$10K +23 New
HIM
687
Hillsdale Investment Management
Ontario, Canada
$8K -$401K -920 -98%
COCM
688
Charter Oak Capital Management
New Hampshire
$8K
FF
689
FourThought Financial
Florida
$8K
VNA
690
Valley National Advisers
Pennsylvania
$8K +$871 +2 +12%
CA
691
CoreCap Advisors
Michigan
$8K +$8.27K +19 New
VCM
692
Versant Capital Management
Arizona
$7K -$435 -1 -5%
FCA
693
FinTrust Capital Advisors
South Carolina
$7K
STCOSD
694
Sageworth Trust Company of South Dakota
South Dakota
$7K +$435 +1 +6%
CAC
695
Core Alternative Capital
Georgia
$7K +$2.61K +6 +50%
GKIM
696
GW&K Investment Management
Massachusetts
$7K +$3.92K +9 +129%
VVP
697
Venture Visionary Partners
Ohio
$6.59K +$6.97K +16 New
EBA
698
Eagle Bay Advisors
New York
$6.18K +$6.53K +15 New
SCA
699
Stuart Chaussee & Associates
California
$6K
BTI
700
Blue Trust Inc
Georgia
$6K +$4.35K +10 New