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MSCI
MSCI

Overview Fund Activity

797 hedge funds and large institutions have $33.4B invested in MSCI in 2022 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 275 increasing their positions, 286 reducing their positions, and 48 closing their positions.

Holders
797
Holders Change
+61
Holders Change %
+8.29%
% of All Funds
12.86%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
128
Increased
275
Reduced
286
Closed
48
Calls
$42.9M
Puts
$84.3M
Net Calls
-$41.3M
Net Calls Change
-$24M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$1.11B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$250M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1.02B
4
Citadel Advisors
4
Citadel Advisors
Florida
$81.2M
5
Millennium Management
5
Millennium Management
New York
$93.4M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$101M
2
Bessemer Group
2
Bessemer Group
New Jersey
$3.12M
3
Ameriprise
3
Ameriprise
Minnesota
$332M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.02B
5
DCP
5
Durable Capital Partners
Maryland
$638M
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
676
UMB Bank
Missouri
$51K -$103K -225 -67%
BC
677
Barrett & Company
Rhode Island
$49.2K – – –
CWC
678
Carolinas Wealth Consulting
North Carolina
$49K – – –
SBL
679
Sargent Bickham Lagudis
Colorado
$48.4K – – –
MHR
680
Matthew Hamilton Rosenberg
$48.4K – – –
HNB
681
Huntington National Bank
Ohio
$47K +$28.4K +61 +153%
LS
682
Livforsakringsbolaget Skandia
Sweden
$46.5K – – –
MCM
683
MV Capital Management
Maryland
$44.2K +$19.5K +42 +79%
JGIA
684
Jackson Grant Investment Advisers
Connecticut
$43.7K – – –
C
685
Covestor
United Kingdom
$43K +$2.36K +5 +6%
CLOS
686
Compagnie Lombard Odier SCmA
Switzerland
$43K +$43K +93 New
PTC
687
Private Trust Company
Ohio
$40K -$104K -224 -72%
WTA
688
Washington Trust Advisors
Massachusetts
$39.5K -$99.5K -214 -72%
SSG
689
Summit Securities Group
New York
$38K -$246K -530 -87%
AP
690
Arlington Partners
Alabama
$37.2K – – –
AF
691
Advisornet Financial
Minnesota
$37.2K +$5.58K +12 +18%
QC
692
Quent Capital
New York
$35.4K +$7.92K +17 +29%
CT
693
Cambridge Trust
Massachusetts
$33K +$2.32K +5 +8%
KFS
694
Kelly Financial Services
Massachusetts
$32.4K +$8.32K +18 +35%
AS
695
Altshuler Shaham
Israel
$31.6K +$4.65K +10 +17%
FMII
696
Farmers & Merchants Investments Inc
Nebraska
$28.4K – – –
MUMSS
697
Mitsubishi UFJ Morgan Stanley Securities
Japan
$28K +$28K +60 New
AWM
698
Accurate Wealth Management
Florida
$27.3K +$27.3K +56 New
HH
699
HWG Holdings
Texas
$27K – – –
EC
700
Elequin Capital
New York
$27K +$27K +58 New
26 27
28
29 30