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819 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, 310 increasing their positions, 320 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

0.47% less ownership

Funds ownership: 90.02%89.55% (-0.47%)

3% less repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 320

4% less funds holding

Funds holding: 850819 (-31)

19% less capital invested

Capital invested by funds: $44.9B → $36.5B (-$8.4B)

22% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 111

40% less call options, than puts

Call options by funds: $100M | Put options by funds: $166M

Holders
819
Holders Change
-31
Holders Change %
-3.65%
% of All Funds
12.92%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
87
Increased
310
Reduced
320
Closed
111
Calls
$100M
Puts
$166M
Net Calls
-$65.7M
Net Calls Change
-$24.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
726
Parkside Financial Bank & Trust
Missouri
$48K -$4.67K -9 -9%
JGIA
727
Jackson Grant Investment Advisers
Connecticut
$47K
MPWT
728
MassMutual Private Wealth & Trust
Connecticut
$46K -$1.56K -3 -3%
CTC
729
Central Trust Company
Missouri
$45K
CA
730
Clearstead Advisors
Ohio
$45K
FAG
731
Fortitude Advisory Group
Washington
$45K
GAM
732
Gemmer Asset Management
California
$42K +$1.04K +2 +2%
AF
733
Allworth Financial
California
$42K +$18.7K +36 +77%
AS
734
Altshuler Shaham
Israel
$38K -$58.6K -113 -60%
CAM
735
Close Asset Management
United Kingdom
$34K
BAM
736
Byrne Asset Management
New Jersey
$33K -$1.13M -2,173 -97%
KFS
737
Kelly Financial Services
Massachusetts
$30.3K -$3.11K -6 -9%
SFA
738
Semmax Financial Advisors
North Carolina
$30K +$519 +1 +2%
FMII
739
Farmers & Merchants Investments Inc
Nebraska
$26K -$1.56K -3 -5%
HNB
740
Huntington National Bank
Ohio
$26K
RTC
741
Riverview Trust Company
Washington
$25K +$25.4K +49 New
A
742
AustralianSuper
Australia
$23.4K -$4.52M -8,715 -16%
POIA
743
Pin Oak Investment Advisors
Texas
$23K -$8.3K -16 -26%
PGAM
744
Princeton Global Asset Management
New Jersey
$23K
SC
745
Sierra Capital
Florida
$23K
WT
746
Washington Trust
Rhode Island
$23K
C
747
Covestor
United Kingdom
$21K +$9.33K +18 +75%
TWA
748
TCI Wealth Advisors
Arizona
$21K +$12.4K +24 +133%
SBL
749
Sargent Bickham Lagudis
Colorado
$20K
QC
750
Quent Capital
New York
$20K +$2.59K +5 +14%