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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 %
SIC
751
SJS Investment Consulting
Ohio
$3.26K 7 +4 +133%
MFT
752
Moisand Fitzgerald Tamayo
Florida
$3.26K 7 +4 +133%
FA
753
Fiduciary Alliance
South Carolina
$3.26K 7 +7 New
RTL
754
Red Tortoise LLC
Georgia
$3.26K 7 +7 New
ADL
755
Asset Dedication LLC
California
$3K 7 -2 -22%
POIA
756
Pin Oak Investment Advisors
Texas
$3K 7 – –
DCM
757
Davidson Capital Management
Texas
$2.79K 6 – –
HGWM
758
Harvest Group Wealth Management
Massachusetts
$2.79K 6 +3 +100%
LF
759
Lee Financial
Texas
$2.79K 6 +5 +500%
TCA
760
Trifecta Capital Advisors
Illinois
$2.79K 6 +6 New
RFG
761
RFP Financial Group
Georgia
$2.79K 6 +6 New
NFSG
762
Newbridge Financial Services Group
Florida
$2.33K 5 – –
ECM
763
Estabrook Capital Management
New York
$2.33K 5 – –
MPCL
764
My Personal CFO LLC
Washington
$2.33K 5 +5 New
KFI
765
Key Financial Inc
Pennsylvania
$2.11K 5 – –
TAIM
766
TD Ameritrade Investment Management
Nebraska
$2K 5 -12 -71%
ANBT
767
American National Bank & Trust
Texas
$2K 5 – –
BWM
768
BerganKDV Wealth Management
Minnesota
$1.86K 4 -20 -83%
DI
769
Disciplined Investments
Oklahoma
$1.86K 4 -1 -20%
PWMG
770
Prestige Wealth Management Group
New Jersey
$1.86K 4 – –
CPG
771
Cornerstone Planning Group
New Jersey
$1.49K 3 +3 New
MA
772
MCF Advisors
Kentucky
$1.4K 3 – –
ACM
773
AUA Capital Management
Pennsylvania
$1.4K 3 – –
HWP
774
Highline Wealth Partners
California
$1.4K 3 – –
HWM
775
HighMark Wealth Management
Minnesota
$1.4K 3 – –
29 30
31
32 33