MSCI icon

MSCI
MSCI

Overview Fund Activity

796 hedge funds and large institutions have $33.4B invested in MSCI in 2022 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 275 increasing their positions, 286 reducing their positions, and 48 closing their positions.

Holders
796
Holders Change
+61
Holders Change %
+8.3%
% of All Funds
12.84%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
128
Increased
275
Reduced
286
Closed
48
Calls
$42.9M
Puts
$84.3M
Net Calls
-$41.3M
Net Calls Change
-$24M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$1.11B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$250M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1.02B
4
Citadel Advisors
4
Citadel Advisors
Florida
$81.2M
5
Millennium Management
5
Millennium Management
New York
$93.4M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$101M
2
Bessemer Group
2
Bessemer Group
New Jersey
$3.12M
3
Ameriprise
3
Ameriprise
Minnesota
$332M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.02B
5
DCP
5
Durable Capital Partners
Maryland
$638M
Name Market Value Shares Shares
Change 		Shares
Change %
BAAM
726
Baker Avenue Asset Management
California
$10.7K 23 +23 New
LFG
727
Larson Financial Group
Missouri
$10.2K 22 – –
VCM
728
Versant Capital Management
Arizona
$10.2K 22 +2 +10%
TCOV
729
Trust Company of Vermont
Vermont
$10.2K 22 +22 New
WPWM
730
Western Pacific Wealth Management
Illinois
$9.3K 20 – –
BA
731
Bellwether Advisors
Nebraska
$9.3K 20 +12 +150%
HIA
732
Harbor Investment Advisory
Maryland
$8.84K 19 -6 -24%
EBA
733
Eagle Bay Advisors
New York
$8.84K 19 +4 +27%
CAC
734
Core Alternative Capital
Georgia
$8.39K 18 – –
JFGIW
735
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8.37K 18 – –
FCA
736
FinTrust Capital Advisors
South Carolina
$7.44K 16 -2 -11%
SCA
737
Stuart Chaussee & Associates
California
$6.98K 15 – –
SWA
738
Sutton Wealth Advisors
Florida
$6.98K 15 +2 +15%
CA
739
Crewe Advisors
Utah
$5.12K 11 -29 -73%
RWPA
740
Richard W. Paul & Associates
Michigan
$5.12K 11 +11 New
DAM
741
Delta Asset Management
Tennessee
$5.12K 11 +11 New
EAM
742
Eukles Asset Management
Ohio
$5K 11 – –
Jones Financial Companies
743
Jones Financial Companies
Missouri
$5K 10 +10 New
SC
744
Schubert & Co
Texas
$4.65K 10 – –
HWMA
745
Heritage Wealth Management (Arizona)
Arizona
$4.65K 10 +5 +100%
AFG
746
Albion Financial Group
Utah
$4.19K 9 – –
ETC
747
Exchange Traded Concepts
Oklahoma
$3.72K 8 -2 -20%
BWA
748
BDO Wealth Advisors
Florida
$3.27K 7 – –
AWM
749
Abound Wealth Management
Tennessee
$3.26K 7 – –
MCM
750
Manchester Capital Management
Vermont
$3.26K 7 -4 -36%
28 29
30
31 32