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MSCI
MSCI

Overview Fund Activity

816 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, 309 increasing their positions, 318 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
816
Holders Change
-31
Holders Change %
-3.66%
% of All Funds
12.91%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
87
Increased
309
Reduced
318
Closed
111
Calls
$100M
Puts
$166M
Net Calls
-$65.7M
Net Calls Change
-$24.1M

Top Buyers

1
SGA
Sustainable Growth Advisers
Connecticut
+$383M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$325M
3
Ameriprise
Ameriprise
Minnesota
+$174M
4
DCP
Durable Capital Partners
Maryland
+$127M
5
Renaissance Technologies
Renaissance Technologies
New York
+$106M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$413M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$387M
3
Polen Capital Management
Polen Capital Management
Florida
-$281M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$232M
5
American Century Companies
American Century Companies
Missouri
-$77.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PB
751
Pinnacle Bancorp
Nebraska
$17K – – –
SSG
752
Summit Securities Group
New York
$17K +$17K +33 New
ZIG
753
Zullo Investment Group
Pennsylvania
$16K -$500 -1 -3%
BEI
754
Benjamin Edwards Inc
Missouri
$15K -$15K -30 -50%
GWSG
755
GPS Wealth Strategies Group
Colorado
$15K – – –
MCM
756
MV Capital Management
Maryland
$15K +$2K +4 +15%
CWP
757
Concord Wealth Partners
Virginia
$15K +$2.07K +4 +16%
FGAM
758
Financial Gravity Asset Management
Texas
$14.2K -$5.99K -5,092 -30%
FMP
759
Financial Management Professionals
Texas
$14K +$5.7K +11 +69%
WTC
760
WhitTier Trust Company
Nevada
$13K – – –
AF
761
Advisornet Financial
Minnesota
$12K -$13.6K -26 -53%
TFO
762
Tarbox Family Office
California
$12K – – –
CHA
763
Carmichael Hill & Associates
Maryland
$12K – – –
TWM
764
Tradition Wealth Management
Minnesota
$12K – – –
HDIM
765
Hanson & Doremus Investment Management
Vermont
$12K +$12K +23 New
BWM
766
BerganKDV Wealth Management
Minnesota
$11K – – –
VCM
767
Versant Capital Management
Arizona
$10K -$1.58K -3 -14%
FF
768
FourThought Financial
Florida
$10K – – –
COCM
769
Charter Oak Capital Management
New Hampshire
$10K +$10K +20 New
VNA
770
Valley National Advisers
Pennsylvania
$9K +$3.18K +6 +55%
SWA
771
Sutton Wealth Advisors
Florida
$8.05K +$4.53K +9 +129%
STCOSD
772
Sageworth Trust Company of South Dakota
South Dakota
$8K -$39.5K -79 -83%
FCA
773
FinTrust Capital Advisors
South Carolina
$8K -$17.5K -35 -69%
SCA
774
Stuart Chaussee & Associates
California
$8K -$8.53K -16 -52%
SGAM
775
Smith Group Asset Management
Texas
$8K – – –
29 30
31
32 33