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MSCI
MSCI

Overview Fund Activity

735 hedge funds and large institutions have $30.3B invested in MSCI in 2022 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 294 increasing their positions, 268 reducing their positions, and 67 closing their positions.

Holders
735
Holders Change
-7
Holders Change %
-0.94%
% of All Funds
12.71%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.28%
New
71
Increased
294
Reduced
268
Closed
67
Calls
$88.4M
Puts
$106M
Net Calls
-$17.4M
Net Calls Change
-$23.1M

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$456M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$629M
3
Capital World Investors
3
Capital World Investors
California
$187M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$204M
5
Brown Advisory
5
Brown Advisory
Maryland
$415M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$723M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.03B
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$705M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$10.9M
5
Deutsche Bank
5
Deutsche Bank
Germany
$128M
Name Market Value Shares Shares
Change 		Shares
Change %
JFGIW
676
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8K 18 +14 +350%
OC
677
Oakworth Capital
Alabama
$8K 19 +19 New
TAIM
678
TD Ameritrade Investment Management
Nebraska
$7K 17 -11 -39%
FCA
679
FinTrust Capital Advisors
South Carolina
$7K 18 +2 +13%
CAL
680
Capital Analysts LLC
Pennsylvania
$7K 17 +17 New
EBA
681
Eagle Bay Advisors
New York
$6K 15 – –
SCA
682
Stuart Chaussee & Associates
California
$6K 15 – –
AIP
683
Almanack Investment Partners
Pennsylvania
$6K 14 +14 New
FGAM
684
Financial Gravity Asset Management
Texas
$5.95K 8,862 -614 -6%
SWA
685
Sutton Wealth Advisors
Florida
$5.48K 13 – –
EAM
686
Eukles Asset Management
Ohio
$5K 11 – –
SFO
687
Standard Family Office
South Dakota
$5K 13 – –
MCM
688
Manchester Capital Management
Vermont
$5K 11 – –
BCM
689
Bourgeon Capital Management
Connecticut
$5K 12 +12 New
ETC
690
Exchange Traded Concepts
Oklahoma
$4K 10 -183 -95%
ADL
691
Asset Dedication LLC
California
$4K 9 – –
AFG
692
Albion Financial Group
Utah
$4K 9 – –
SC
693
Schubert & Co
Texas
$4K 10 +2 +25%
AAP
694
Arax Advisory Partners
Colorado
$3K 7 – –
FWA
695
FSC Wealth Advisors
New York
$3K 8 – –
BWA
696
BDO Wealth Advisors
Florida
$3K 7 – –
POIA
697
Pin Oak Investment Advisors
Texas
$3K 7 – –
DCM
698
Davidson Capital Management
Texas
$3K 6 +1 +20%
BA
699
Bellwether Advisors
Nebraska
$3K 8 +8 New
AWM
700
Abound Wealth Management
Tennessee
$2.96K 7 +7 New
26 27
28
29 30