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MSCI
MSCI

740 hedge funds and large institutions have $30.3B invested in MSCI in 2022 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 294 increasing their positions, 272 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more funds holding in top 10

Funds holding in top 10: 10 → 16 (+6)

8% more repeat investments, than reductions

Existing positions increased: 294 | Existing positions reduced: 272

7% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 67

2% more capital invested

Capital invested by funds: $29.7B → $30.3B (+$536M)

0.28% more ownership

Funds ownership: 89.06% → 89.33% (+0.28%)

1% less funds holding

Funds holding: 746 → 740 (-6)

16% less call options, than puts

Call options by funds: $88.4M | Put options by funds: $106M

Holders
740
Holders Change
-6
Holders Change %
-0.8%
% of All Funds
12.75%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.28%
New
72
Increased
294
Reduced
272
Closed
67
Calls
$88.4M
Puts
$106M
Net Calls
-$17.4M
Net Calls Change
-$23.1M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$322M
2
Capital World Investors
Capital World Investors
California
+$130M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$101M
4
Brown Advisory
Brown Advisory
Maryland
+$87.8M
5
AI
Axiom Investors
Connecticut
+$82.9M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$777M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$405M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$91.3M
4
Renaissance Technologies
Renaissance Technologies
New York
-$79.2M
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$53.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Federated Hermes
51
Federated Hermes
Pennsylvania
$94.7M -$2.62M -5,715 -2%
Marshall Wace
52
Marshall Wace
United Kingdom
$94.1M +$30.6M +66,777 +43%
AI
53
Axiom Investors
Connecticut
$91.5M +$82.9M +181,040 +506%
Fisher Asset Management
54
Fisher Asset Management
Washington
$90.3M -$2.24M -4,889 -2%
TAMH
55
Taikang Asset Management (HK)
Hong Kong
$89.9M – – –
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$89.2M +$16.2M +35,324 +20%
Fundsmith LLP
57
Fundsmith LLP
United Kingdom
$89.2M +$1.12M +2,447 +1%
Axa
58
Axa
France
$88.9M +$5.72M +12,486 +6%
Victory Capital Management
59
Victory Capital Management
Texas
$86.5M -$32M -69,881 -25%
Russell Investments Group
60
Russell Investments Group
United Kingdom
$80.2M -$7.96M -17,399 -8%
SEI Investments
61
SEI Investments
Pennsylvania
$76.7M +$1.75M +3,833 +2%
California Public Employees Retirement System
62
California Public Employees Retirement System
California
$73.4M +$7.34M +16,040 +10%
BGCP
63
Bristol Gate Capital Partners
Ontario, Canada
$71.3M -$2.81M -6,147 -4%
Westfield Capital Management
64
Westfield Capital Management
Massachusetts
$70.3M +$8.79M +19,208 +13%
Chevy Chase Trust
65
Chevy Chase Trust
Maryland
$69.1M +$1.75M +3,831 +2%
SOMRS
66
State of Michigan Retirement System
Michigan
$68.9M -$45.8K -100 -0.1%
APG Asset Management
67
APG Asset Management
Netherlands
$68.6M +$34.2M +74,729 +88%
Allianz Asset Management
68
Allianz Asset Management
Germany
$67.9M -$9.69M -21,172 -12%
Envestnet Asset Management
69
Envestnet Asset Management
Illinois
$67M +$3.05M +6,666 +4%
Arrowstreet Capital
70
Arrowstreet Capital
Massachusetts
$63M -$6.36M -13,887 -9%
Balyasny Asset Management
71
Balyasny Asset Management
Illinois
$62M +$29.3M +64,044 +77%
Baird Financial Group
72
Baird Financial Group
Wisconsin
$61.6M +$2.68M +5,856 +4%
FCM
73
Frontier Capital Management
Massachusetts
$61.2M -$3.46M -7,555 -5%
RhumbLine Advisers
74
RhumbLine Advisers
Massachusetts
$60.7M +$1.49M +3,258 +2%
MG
75
Markel Group
Virginia
$60.1M +$229K +500 +0.4%
1 2
3
4 5

MSCI Hedge Fund Activity: Q3 2022 in Review

740 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in MSCI (MSCI) for Q3 2022, worth a combined $30.3B — up 1.8% from $29.7B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new MSCI positions and 67 closed out — a net gain of 5 holders — while 294 added to existing stakes and 272 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $322M. The largest seller was T. Rowe Price Associates, cutting an estimated $777M.

  • 740 institutional investors held MSCI (MSCI) as of Q3 2022, down from 746 in Q2 2022.
  • Funds reported $30.3B of MSCI stock for Q3 2022, up 1.8% quarter-over-quarter.
  • 72 funds opened new MSCI positions in Q3 2022 and 67 closed out, a net change of +5 holders.
  • The largest MSCI buyer in Q3 2022 was AllianceBernstein, an estimated $322M added.
  • The largest MSCI seller in Q3 2022 was T. Rowe Price Associates, an estimated $777M sold.

Based on aggregated 13F filings for Q3 2022.