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819 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, 310 increasing their positions, 320 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

0.47% less ownership

Funds ownership: 90.02%89.55% (-0.47%)

3% less repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 320

4% less funds holding

Funds holding: 850819 (-31)

19% less capital invested

Capital invested by funds: $44.9B → $36.5B (-$8.4B)

22% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 111

40% less call options, than puts

Call options by funds: $100M | Put options by funds: $166M

Holders
819
Holders Change
-31
Holders Change %
-3.65%
% of All Funds
12.92%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
87
Increased
310
Reduced
320
Closed
111
Calls
$100M
Puts
$166M
Net Calls
-$65.7M
Net Calls Change
-$24.1M
Name Holding Trade Value Shares
Change
Change in
Stake
DGAM
701
Desjardins Global Asset Management
Quebec, Canada
$123K -$7.26K -14 -5%
MIM
702
Meridiem Investment Management
United Kingdom
$123K
PCG
703
Private Capital Group
Connecticut
$103K +$6.74K +13 +7%
AP
704
Arlington Partners
Alabama
$98K
T
705
TCWP
Ohio
$98K +$102K +196 New
NIM
706
NuWave Investment Management
New Jersey
$94K +$96.5K +186 New
NR
707
Newfound Research
Massachusetts
$93K +$95.9K +185 New
KFP
708
KB Financial Partners
New Jersey
$83K +$30.6K +59 +55%
SOW
709
State of Wyoming
Wyoming
$80K
LAS
710
Lloyd Advisory Services
Georgia
$76K +$9.85K +19 +14%
SC
711
Seldon Capital
California
$72K
CIM
712
Chiron Investment Management
New York
$69K +$71.6K +138 New
GM
713
GeoWealth Management
Illinois
$66K +$1.56K +3 +2%
MCC
714
Money Concepts Capital
Florida
$66K +$68.5K +132 New
JWA
715
JFS Wealth Advisors
Pennsylvania
$62K +$3.11K +6 +5%
CT
716
Cambridge Trust
Massachusetts
$60K -$4.15K -8 -6%
LC
717
Lindbrook Capital
California
$60K -$519 -1 -0.8%
WPWM
718
Western Pacific Wealth Management
Illinois
$60K
MWM
719
Mascoma Wealth Management
New Hampshire
$56K +$18.7K +36 +47%
GWS
720
Glassman Wealth Services
Virginia
$56K +$26.4K +51 +85%
CFB
721
Cullen/Frost Bankers
Texas
$55K -$44.1K -85 -44%
CFO
722
CVA Family Office
Colorado
$54K -$2.59K -5 -4%
TFS
723
TrustCore Financial Services
Tennessee
$53K
CWC
724
Carolinas Wealth Consulting
North Carolina
$50K +$14K +27 +38%
MHR
725
Matthew Hamilton Rosenberg
$50K +$51.9K +100 New