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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 %
AP
701
Arlington Partners
Alabama
$98K – – –
T
702
TCWP
Ohio
$98K +$98K +196 New
NIM
703
NuWave Investment Management
New Jersey
$94K +$94K +186 New
NR
704
Newfound Research
Massachusetts
$93K +$93K +185 New
KFP
705
KB Financial Partners
New Jersey
$83K +$29.5K +59 +55%
SOW
706
State of Wyoming
Wyoming
$80K – – –
LAS
707
Lloyd Advisory Services
Georgia
$76K +$9.56K +19 +14%
SC
708
Seldon Capital
California
$72K – – –
CIM
709
Chiron Investment Management
New York
$69K +$69K +138 New
GM
710
GeoWealth Management
Illinois
$66K +$1.5K +3 +2%
MCC
711
Money Concepts Capital
Florida
$66K +$66K +132 New
JWA
712
JFS Wealth Advisors
Pennsylvania
$62K +$3.02K +6 +5%
CT
713
Cambridge Trust
Massachusetts
$60K -$4.03K -8 -6%
LC
714
Lindbrook Capital
California
$60K -$504 -1 -0.8%
WPWM
715
Western Pacific Wealth Management
Illinois
$60K – – –
MWM
716
Mascoma Wealth Management
New Hampshire
$56K +$18K +36 +47%
GWS
717
Glassman Wealth Services
Virginia
$56K +$25.7K +51 +85%
CFB
718
Cullen/Frost Bankers
Texas
$55K -$42.5K -85 -44%
CFO
719
CVA Family Office
Colorado
$54K -$2.52K -5 -4%
TFS
720
TrustCore Financial Services
Tennessee
$53K – – –
CWC
721
Carolinas Wealth Consulting
North Carolina
$50K +$13.6K +27 +38%
MHR
722
Matthew Hamilton Rosenberg
$50K +$50K +100 New
PFBT
723
Parkside Financial Bank & Trust
Missouri
$48K -$4.6K -9 -9%
JGIA
724
Jackson Grant Investment Advisers
Connecticut
$47K – – –
MPWT
725
MassMutual Private Wealth & Trust
Connecticut
$46K -$1.5K -3 -3%
27 28
29
30 31