MSCI icon

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 %
OCM
701
Osterweis Capital Management
California
$24.2K – – –
MWM
702
MinichMacGregor Wealth Management
New York
$22.3K +$22.3K +48 New
FCA
703
Fortis Capital Advisors
Kansas
$21.9K +$21.9K +47 New
BIA
704
Bell Investment Advisors
California
$21.4K +$8.84K +19 +70%
PGAM
705
Princeton Global Asset Management
New Jersey
$21K – – –
SC
706
Sierra Capital
Florida
$21K – – –
HWA
707
Heritage Wealth Advisors
Virginia
$20.9K +$20.9K +45 New
WT
708
Washington Trust
Rhode Island
$20K – – –
TWA
709
TCI Wealth Advisors
Arizona
$19.5K -$1.4K -3 -7%
HGERS
710
Householder Group Estate & Retirement Specialist
Arizona
$19K -$38K -82 -67%
BTI
711
Blue Trust Inc
Georgia
$19K +$3.8K +9 +25%
BAM
712
Byrne Asset Management
New Jersey
$18.6K – – –
VNA
713
Valley National Advisers
Pennsylvania
$18K +$5.5K +11 +44%
AWM
714
Accel Wealth Management
Iowa
$17.2K – – –
EARNEST Partners
715
EARNEST Partners
Georgia
$17.2K – – –
FGAM
716
Financial Gravity Asset Management
Texas
$17K -$308K -8,397 -95%
CWP
717
Concord Wealth Partners
Virginia
$15.4K +$15.4K +33 New
QL
718
Quarry LP
New York
$15.4K +$15.4K +33 New
FMP
719
Financial Management Professionals
Texas
$14K – – –
TWM
720
Tradition Wealth Management
Minnesota
$13K +$1.39K +3 +12%
SFG
721
Steward Financial Group
Texas
$13K +$13K +29 New
CA
722
Clearstead Advisors
Ohio
$12.6K -$4.65K -10 -27%
HT
723
Headlands Technologies
Illinois
$12K +$12K +26 New
HDIM
724
Hanson & Doremus Investment Management
Vermont
$11K – – –
CHA
725
Carmichael Hill & Associates
Maryland
$10.7K – – –
27 28
29
30 31