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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 %
ECM
701
Estabrook Capital Management
New York
$2.11K 5 – –
SOS
702
Silver Oak Securities
Tennessee
$2.05K 4 +4 New
BC
703
Bartlett & Co
Ohio
$2K 4 -6 -60%
KFI
704
Key Financial Inc
Pennsylvania
$2K 5 – –
S
705
Surevest
California
$2K 4 – –
DI
706
Disciplined Investments
Oklahoma
$2K 5 – –
CMP
707
Coston McIsaac & Partners
Maine
$2K 7 – –
NFSG
708
Newbridge Financial Services Group
Florida
$2K 5 – –
PWMG
709
Prestige Wealth Management Group
New Jersey
$2K 4 – –
HWMA
710
Heritage Wealth Management (Arizona)
Arizona
$2K 5 +5 New
ANBT
711
American National Bank & Trust
Texas
$2K 5 +5 New
BCWM
712
Bartlett & Co Wealth Management
Ohio
$1.69K 4 -6 -60%
HWP
713
Highline Wealth Partners
California
$1.27K 3 +3 New
MA
714
MCF Advisors
Kentucky
$1K 3 – –
BFEC
715
Benjamin F. Edwards & Company
Missouri
$1K 2 – –
ACM
716
AUA Capital Management
Pennsylvania
$1K 3 – –
AWM
717
Avior Wealth Management
Nebraska
$1K 3 – –
TSW
718
Thompson Siegel & Walmsley
Virginia
$1K 3 – –
BSB
719
Bangor Savings Bank
Maine
$1K 2 – –
TFA
720
Transamerica Financial Advisors
Florida
$1K 1 – –
HGWM
721
Harvest Group Wealth Management
Massachusetts
$1K 3 +1 +50%
WWM
722
Wolff Wiese Magana
California
$1K 2 +1 +100%
PI
723
PEAK6 Investments
Illinois
$1K 3 +1 +50%
HWM
724
HighMark Wealth Management
Minnesota
$1K 3 +1 +50%
GI
725
Gradient Investments
Minnesota
$1K 2 +2 New
27 28
29
30 31