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MSCI
MSCI

Overview Fund Activity

816 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, 309 increasing their positions, 318 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
816
Holders Change
-31
Holders Change %
-3.66%
% of All Funds
12.91%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
87
Increased
309
Reduced
318
Closed
111
Calls
$100M
Puts
$166M
Net Calls
-$65.7M
Net Calls Change
-$24.1M

Top Buyers

1
SGA
Sustainable Growth Advisers
Connecticut
+$383M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$325M
3
Ameriprise
Ameriprise
Minnesota
+$174M
4
DCP
Durable Capital Partners
Maryland
+$127M
5
Renaissance Technologies
Renaissance Technologies
New York
+$106M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$413M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$387M
3
Polen Capital Management
Polen Capital Management
Florida
-$281M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$232M
5
American Century Companies
American Century Companies
Missouri
-$77.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTC
726
Central Trust Company
Missouri
$45K – – –
CA
727
Clearstead Advisors
Ohio
$45K – – –
FAG
728
Fortitude Advisory Group
Washington
$45K – – –
GAM
729
Gemmer Asset Management
California
$42K +$1K +2 +2%
AF
730
Allworth Financial
California
$42K +$18.2K +36 +77%
AS
731
Altshuler Shaham
Israel
$38K -$57.3K -113 -60%
CAM
732
Close Asset Management
United Kingdom
$34K – – –
BAM
733
Byrne Asset Management
New Jersey
$33K -$1.1M -2,173 -97%
KFS
734
Kelly Financial Services
Massachusetts
$30.3K -$3.03K -6 -9%
SFA
735
Semmax Financial Advisors
North Carolina
$30K +$492 +1 +2%
FMII
736
Farmers & Merchants Investments Inc
Nebraska
$26K -$1.5K -3 -5%
HNB
737
Huntington National Bank
Ohio
$26K – – –
RTC
738
Riverview Trust Company
Washington
$25K +$25K +49 New
A
739
AustralianSuper
Australia
$23.4K -$4.38K -8,715 -16%
POIA
740
Pin Oak Investment Advisors
Texas
$23K -$8K -16 -26%
WT
741
Washington Trust
Rhode Island
$23K – – –
PGAM
742
Princeton Global Asset Management
New Jersey
$23K – – –
SC
743
Sierra Capital
Florida
$23K – – –
C
744
Covestor
United Kingdom
$21K +$9K +18 +75%
TWA
745
TCI Wealth Advisors
Arizona
$21K +$12K +24 +133%
SBL
746
Sargent Bickham Lagudis
Colorado
$20K – – –
QC
747
Quent Capital
New York
$20K +$2.5K +5 +14%
EARNEST Partners
748
EARNEST Partners
Georgia
$19K – – –
AWM
749
Accel Wealth Management
Iowa
$19K – – –
KTC
750
Kistler-Tiffany Companies
Pennsylvania
$17K – – –
28 29
30
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