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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
FCA
776
FinTrust Capital Advisors
South Carolina
$8K -$18.1K -35 -69%
SCA
777
Stuart Chaussee & Associates
California
$8K -$8.3K -16 -52%
MAWCM
778
Mine & Arao Wealth Creation & Management
California
$8K
SGAM
779
Smith Group Asset Management
Texas
$8K
DHGWA
780
Dixon Hughes Goodman Wealth Advisors
North Carolina
$7K
EAM
781
Eukles Asset Management
Ohio
$6K
CAC
782
Core Alternative Capital
Georgia
$6K +$4.67K +9 +300%
AAP
783
Arax Advisory Partners
Colorado
$5K -$20.7K -40 -80%
AFG
784
Albion Financial Group
Utah
$5K -$16.6K -32 -78%
MCM
785
Manchester Capital Management
Vermont
$5K -$1.04K -2 -18%
ADL
786
Asset Dedication LLC
California
$5K +$1.04K +2 +29%
BFC
787
Bedel Financial Consulting
Indiana
$5K +$4.67K +9 New
PCH
788
Polar Capital Holdings
United Kingdom
$4.41K +$4.55M +8,778 New
BWA
789
BDO Wealth Advisors
Florida
$4K
SFG
790
Steward Financial Group
Texas
$4K
HIA
791
Harbor Investment Advisory
Maryland
$4K +$1.04K +2 +33%
GKIM
792
GW&K Investment Management
Massachusetts
$4K +$3.63K +7 New
AWM
793
Atticus Wealth Management
Florida
$3K -$1.04K -2 -29%
FNBOSM
794
First National Bank of South Miami
Florida
$3K
KFI
795
Key Financial Inc
Pennsylvania
$3K
NFSG
796
Newbridge Financial Services Group
Florida
$3K
PWMG
797
Prestige Wealth Management Group
New Jersey
$3K
GWM
798
Geneos Wealth Management
Colorado
$3K +$2.07K +4 +133%
CI
799
Cordant Inc
Oregon
$3K +$2.59K +5 New
ECM
800
Estabrook Capital Management
New York
$2.51K