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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
AWM
751
Accel Wealth Management
Iowa
$19K
EARNEST Partners
752
EARNEST Partners
Georgia
$19K
KTC
753
Kistler-Tiffany Companies
Pennsylvania
$17K
PB
754
Pinnacle Bancorp
Nebraska
$17K
SSG
755
Summit Securities Group
New York
$17K +$17.1K +33 New
ZIG
756
Zullo Investment Group
Pennsylvania
$16K -$519 -1 -3%
BEI
757
Benjamin Edwards Inc
Missouri
$15K -$15.6K -30 -50%
GWSG
758
GPS Wealth Strategies Group
Colorado
$15K
CWP
759
Concord Wealth Partners
Virginia
$15K +$2.07K +4 +16%
MCM
760
MV Capital Management
Maryland
$15K +$2.07K +4 +15%
FGAM
761
Financial Gravity Asset Management
Texas
$14.2K -$2.64M -5,092 -30%
FMP
762
Financial Management Professionals
Texas
$14K +$5.7K +11 +69%
WTC
763
WhitTier Trust Company
Nevada
$13K
AF
764
Advisornet Financial
Minnesota
$12K -$13.5K -26 -53%
CHA
765
Carmichael Hill & Associates
Maryland
$12K
TFO
766
Tarbox Family Office
California
$12K
TWM
767
Tradition Wealth Management
Minnesota
$12K
HDIM
768
Hanson & Doremus Investment Management
Vermont
$12K +$11.9K +23 New
BWM
769
BerganKDV Wealth Management
Minnesota
$11K
VCM
770
Versant Capital Management
Arizona
$10K -$1.56K -3 -14%
FF
771
FourThought Financial
Florida
$10K
COCM
772
Charter Oak Capital Management
New Hampshire
$10K +$10.4K +20 New
VNA
773
Valley National Advisers
Pennsylvania
$9K +$3.11K +6 +55%
SWA
774
Sutton Wealth Advisors
Florida
$8.05K +$4.67K +9 +129%
STCOSD
775
Sageworth Trust Company of South Dakota
South Dakota
$8K -$41K -79 -83%