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MSCI
MSCI

Overview Fund Activity

743 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, 257 increasing their positions, 319 reducing their positions, and 126 closing their positions.

Holders
743
Holders Change
-73
Holders Change %
-8.95%
% of All Funds
12.56%
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
257
Reduced
319
Closed
126
Calls
$104M
Puts
$98.6M
Net Calls
+$5.68M
Net Calls Change
+$71.4M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.41B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$771M
3
Morgan Stanley
3
Morgan Stanley
New York
$291M
4
DCP
4
Durable Capital Partners
Maryland
$621M
5
PI
5
Putnam Investments
Massachusetts
$123M

Top Sellers

1
Polen Capital Management
1
Polen Capital Management
Florida
$0
2
State Street
2
State Street
Massachusetts
$1.36B
3
Invesco
3
Invesco
Georgia
$213M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.37B
5
FPP
5
Findlay Park Partners
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TWM
676
Tradition Wealth Management
Minnesota
$10K 24 – –
BWM
677
BerganKDV Wealth Management
Minnesota
$10K 24 +2 +9%
PCH
678
Polar Capital Holdings
United Kingdom
$9.79K 23,744 +14,966 +170%
CHA
679
Carmichael Hill & Associates
Maryland
$9K 23 – –
HDIM
680
Hanson & Doremus Investment Management
Vermont
$9K 23 – –
SFG
681
Steward Financial Group
Texas
$9K 24 +16 +200%
LFG
682
Larson Financial Group
Missouri
$9K 22 +22 New
CA
683
Crewe Advisors
Utah
$9K 23 +23 New
HIM
684
Hillsdale Investment Management
Ontario, Canada
$8K 20 -920 -98%
COCM
685
Charter Oak Capital Management
New Hampshire
$8K 20 – –
FF
686
FourThought Financial
Florida
$8K 19 – –
VNA
687
Valley National Advisers
Pennsylvania
$8K 19 +2 +12%
CA
688
CoreCap Advisors
Michigan
$8K 19 +19 New
VCM
689
Versant Capital Management
Arizona
$7K 18 -1 -5%
FCA
690
FinTrust Capital Advisors
South Carolina
$7K 16 – –
STCOSD
691
Sageworth Trust Company of South Dakota
South Dakota
$7K 17 +1 +6%
CAC
692
Core Alternative Capital
Georgia
$7K 18 +6 +50%
GKIM
693
GW&K Investment Management
Massachusetts
$7K 16 +9 +129%
VVP
694
Venture Visionary Partners
Ohio
$6.59K 16 +16 New
EBA
695
Eagle Bay Advisors
New York
$6.18K 15 +15 New
SCA
696
Stuart Chaussee & Associates
California
$6K 15 – –
BTI
697
Blue Trust Inc
Georgia
$6K 10 +10 New
FGAM
698
Financial Gravity Asset Management
Texas
$5.99K 9,476 -2,596 -22%
SWA
699
Sutton Wealth Advisors
Florida
$5.36K 13 -3 -19%
SFO
700
Standard Family Office
South Dakota
$5K 13 -359 -97%
26 27
28
29 30