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MSCI
MSCI

Overview Fund Activity

743 hedge funds and large institutions have $29.7B invested in MSCI in 2022 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 257 increasing their positions, 319 reducing their positions, and 126 closing their positions.

Holders
743
Holders Change
-73
Holders Change %
-8.95%
% of All Funds
12.56%
Holding in Top 10
10
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-44.44%
% of All Funds
0.17%
New
69
Increased
257
Reduced
319
Closed
126
Calls
$104M
Puts
$98.6M
Net Calls
+$5.68M
Net Calls Change
+$71.4M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.41B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$771M
3
Morgan Stanley
3
Morgan Stanley
New York
$291M
4
DCP
4
Durable Capital Partners
Maryland
$621M
5
PI
5
Putnam Investments
Massachusetts
$123M

Top Sellers

1
Polen Capital Management
1
Polen Capital Management
Florida
$0
2
State Street
2
State Street
Massachusetts
$1.36B
3
Invesco
3
Invesco
Georgia
$213M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.37B
5
FPP
5
Findlay Park Partners
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HWM
726
HighMark Wealth Management
Minnesota
$1K 2 -1 -33%
TSW
727
Thompson Siegel & Walmsley
Virginia
$1K 3 – –
PI
728
PEAK6 Investments
Illinois
$1K 2 – –
BFEC
729
Benjamin F. Edwards & Company
Missouri
$1K 2 – –
AWM
730
Avior Wealth Management
Nebraska
$1K 3 – –
MA
731
MCF Advisors
Kentucky
$1K 3 – –
ACM
732
AUA Capital Management
Pennsylvania
$1K 3 – –
TFA
733
Transamerica Financial Advisors
Florida
$1K 1 +1 New
HGWM
734
Harvest Group Wealth Management
Massachusetts
$1K 2 +2 New
BSB
735
Bangor Savings Bank
Maine
$1K 2 +2 New
HFS
736
Heritage Financial Services
Massachusetts
$1K 4 +4 New
GFPC
737
Global Financial Private Client
Florida
$835 2 – –
AIC
738
Archer Investment Corporation
Indiana
$824 2 – –
Polen Capital Management
739
Polen Capital Management
Florida
– – -856,456 Closed
FPP
740
Findlay Park Partners
United Kingdom
– – -187,893 Closed
ACP
741
Atalan Capital Partners
New York
– – -130,000 Closed
AWA
742
Aaron Wealth Advisors
Illinois
– – -73,420 Closed
Squarepoint
743
Squarepoint
New York
– – -65,429 Closed
TCM
744
Thames Capital Management
New Jersey
– – -31,918 Closed
OCM
745
Oribel Capital Management
New York
– – -27,400 Closed
KC
746
Kadensa Capital
Hong Kong
– – -19,730 Closed
EIP
747
Epoch Investment Partners
New York
– – -14,887 Closed
First Trust Advisors
748
First Trust Advisors
Illinois
– – -13,122 Closed
MSL
749
Mackay Shields LLC
New York
– – -11,656 Closed
AIA
750
AGF Investments America
Ontario, Canada
– – -11,523 Closed
28 29
30
31 32