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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
HGWM
726
Harvest Group Wealth Management
Massachusetts
$1K +$458 +1 +50%
HWM
727
HighMark Wealth Management
Minnesota
$1K +$458 +1 +50%
PI
728
PEAK6 Investments
Illinois
$1K +$458 +1 +50%
WWM
729
Wolff Wiese Magana
California
$1K +$458 +1 +100%
GI
730
Gradient Investments
Minnesota
$1K +$916 +2 New
MFT
731
Moisand Fitzgerald Tamayo
Florida
$1K +$1.37K +3 New
SIC
732
SJS Investment Consulting
Ohio
$1K +$1.37K +3 New
GFPC
733
Global Financial Private Client
Florida
$863 – – –
AIC
734
Archer Investment Corporation
Indiana
$844 – – –
ACM
735
Absolute Capital Management
Pennsylvania
$423 +$458 +1 New
A
736
AustralianSuper
Australia
– -$70.5K -170,973 Closed
Point72 Asset Management
737
Point72 Asset Management
Connecticut
– -$18.8M -45,650 Closed
Twin Tree Management
738
Twin Tree Management
Texas
– -$11.9M -28,946 Closed
ECM
739
ExodusPoint Capital Management
New York
– -$8.06M -19,547 Closed
Lord, Abbett & Co
740
Lord, Abbett & Co
New Jersey
– -$7.46M -18,096 Closed
QC
741
Quadrature Capital
United Kingdom
– -$7.04M -17,084 Closed
Tudor Investment Corp
742
Tudor Investment Corp
Connecticut
– -$2.54M -6,176 Closed
MSRPS
743
Maryland State Retirement & Pension System
Maryland
– -$2.52M -6,112 Closed
Verition Fund Management
744
Verition Fund Management
Connecticut
– -$2.48M -6,018 Closed
WMSA
745
Weiss Multi-Strategy Advisers
New York
– -$2.36M -5,726 Closed
BA
746
Bridgewater Associates
Connecticut
– -$2.32M -5,626 Closed
TI
747
Trexquant Investment
Connecticut
– -$2.05M -4,970 Closed
QT
748
Quantbot Technologies
New York
– -$1.64M -3,986 Closed
ERSOT
749
Employees Retirement System of Texas
Texas
– -$1.63M -3,951 Closed
NA
750
NewEdge Advisors
Louisiana
– -$1.59M -3,848 Closed
28 29
30
31 32

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.