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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 %
EAM
701
Eukles Asset Management
Ohio
$5K 11 – –
MCM
702
Manchester Capital Management
Vermont
$5K 11 +2 +22%
PMFA
703
Plante Moran Financial Advisors
Michigan
$5K 12 +12 New
BCWM
704
Bartlett & Co Wealth Management
Ohio
$4.12K 10 +10 New
AFG
705
Albion Financial Group
Utah
$4K 9 – –
ADL
706
Asset Dedication LLC
California
$4K 9 – –
TWP
707
TFO Wealth Partners
Ohio
$4K 10 +10 New
BC
708
Bartlett & Co
Ohio
$4K 10 +10 New
POIA
709
Pin Oak Investment Advisors
Texas
$3K 7 -39 -85%
AAP
710
Arax Advisory Partners
Colorado
$3K 7 -3 -30%
BWA
711
BDO Wealth Advisors
Florida
$3K 7 – –
SC
712
Schubert & Co
Texas
$3K 8 +5 +167%
CMP
713
Coston McIsaac & Partners
Maine
$3K 7 +7 New
FWA
714
FSC Wealth Advisors
New York
$3K 8 +8 New
ECM
715
Estabrook Capital Management
New York
$2.06K 5 – –
DCM
716
Davidson Capital Management
Texas
$2K 5 -2,456 -100%
PWMG
717
Prestige Wealth Management Group
New Jersey
$2K 4 -2 -33%
NFSG
718
Newbridge Financial Services Group
Florida
$2K 5 – –
CWM
719
Curi Wealth Management
North Carolina
$2K 4 – –
S
720
Surevest
California
$2K 4 – –
KFI
721
Key Financial Inc
Pennsylvania
$2K 5 – –
DI
722
Disciplined Investments
Oklahoma
$2K 5 +1 +25%
JFGIW
723
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K 4 +4 New
HS
724
Horan Securities
United States
$2K 4 +4 New
BPC
725
Banque Pictet & Cie
Switzerland
$1.6K 3,872 -723 -16%
27 28
29
30 31