MSCI icon

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 %
MAWCM
776
Mine & Arao Wealth Creation & Management
California
$8K – – –
DHGWA
777
Dixon Hughes Goodman Wealth Advisors
North Carolina
$7K – – –
EAM
778
Eukles Asset Management
Ohio
$6K – – –
CAC
779
Core Alternative Capital
Georgia
$6K +$4.5K +9 +300%
AAP
780
Arax Advisory Partners
Colorado
$5K -$20K -40 -80%
AFG
781
Albion Financial Group
Utah
$5K -$17.8K -32 -78%
MCM
782
Manchester Capital Management
Vermont
$5K -$1.11K -2 -18%
ADL
783
Asset Dedication LLC
California
$5K +$1.11K +2 +29%
BFC
784
Bedel Financial Consulting
Indiana
$5K +$5K +9 New
PCH
785
Polar Capital Holdings
United Kingdom
$4.41K +$4.41K +8,778 New
BWA
786
BDO Wealth Advisors
Florida
$4K – – –
SFG
787
Steward Financial Group
Texas
$4K – – –
HIA
788
Harbor Investment Advisory
Maryland
$4K +$1K +2 +33%
GKIM
789
GW&K Investment Management
Massachusetts
$4K +$4K +7 New
AWM
790
Atticus Wealth Management
Florida
$3K -$1.2K -2 -29%
KFI
791
Key Financial Inc
Pennsylvania
$3K – – –
FNBOSM
792
First National Bank of South Miami
Florida
$3K – – –
PWMG
793
Prestige Wealth Management Group
New Jersey
$3K – – –
NFSG
794
Newbridge Financial Services Group
Florida
$3K – – –
GWM
795
Geneos Wealth Management
Colorado
$3K +$1.71K +4 +133%
CI
796
Cordant Inc
Oregon
$3K +$3K +5 New
ECM
797
Estabrook Capital Management
New York
$2.51K – – –
LTI
798
Laffer Tengler Investments
Tennessee
$2.51K +$2.51K +5 New
Macquarie Group
799
Macquarie Group
Australia
$2.47K -$1.45K -2,889 -37%
SC
800
Schubert & Co
Texas
$2K -$1.33K -2 -40%
30 31
32
33 34