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MSCI
MSCI

Overview Fund Activity

742 hedge funds and large institutions have $29.7B invested in MSCI in 2022 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 257 increasing their positions, 319 reducing their positions, and 126 closing their positions.

Holders
742
Holders Change
-73
Holders Change %
-8.96%
% of All Funds
12.55%
Holding in Top 10
10
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-44.44%
% of All Funds
0.17%
New
69
Increased
257
Reduced
319
Closed
126
Calls
$104M
Puts
$98.6M
Net Calls
+$5.68M
Net Calls Change
+$71.4M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.41B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$771M
3
Morgan Stanley
3
Morgan Stanley
New York
$291M
4
DCP
4
Durable Capital Partners
Maryland
$621M
5
PI
5
Putnam Investments
Massachusetts
$123M

Top Sellers

1
Polen Capital Management
1
Polen Capital Management
Florida
$0
2
State Street
2
State Street
Massachusetts
$1.36B
3
Invesco
3
Invesco
Georgia
$213M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.37B
5
FPP
5
Findlay Park Partners
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MAG
776
Mass Ave Global
New York
– – -1,958 Closed
CCIA
777
Campbell & Co Investment Adviser
Maryland
– – -1,774 Closed
Nomura Holdings
778
Nomura Holdings
Japan
– – -1,690 Closed
PP
779
Paloma Partners
Connecticut
– – -1,676 Closed
DTL
780
Dynamic Technology Lab
Singapore
– – -1,605 Closed
BHCM
781
Boulder Hill Capital Management
New York
– – -1,500 Closed
OTL
782
Oak Thistle LLC
New York
– – -1,475 Closed
CAAS
783
Capital Asset Advisory Services
Michigan
– – -1,291 Closed
IRF
784
IBM Retirement Fund
New York
– – -1,279 Closed
LA
785
LVW Advisors
New York
– – -1,230 Closed
SEC
786
Seven Eight Capital
New York
– – -1,229 Closed
FRA
787
Frank Rimerman Advisors
California
– – -1,191 Closed
Holocene Advisors
788
Holocene Advisors
New York
– – -1,183 Closed
YWP
789
YorkBridge Wealth Partners
New York
– – -1,177 Closed
CF
790
Copperwynd Financial
Arizona
– – -1,175 Closed
LWAC
791
Laurel Wealth Advisors (California)
California
– – -1,084 Closed
MCIA
792
Mountain Capital Investment Advisors
Colorado
– – -1,070 Closed
TSS
793
Two Sigma Securities
New York
– – -1,067 Closed
WFC
794
Western Financial Corp
California
– – -1,067 Closed
JCIA
795
Jackson Creek Investment Advisors
Colorado
– – -1,024 Closed
MPPW
796
Mitchell & Pahl Private Wealth
Oklahoma
– – -954 Closed
GIA
797
Gladstone Institutional Advisory
Florida
– – -893 Closed
AG
798
AIA Group
Hong Kong
– – -843 Closed
CRCM
799
Corbett Road Capital Management
Virginia
– – -791 Closed
BMCM
800
Bryn Mawr Capital Management
Pennsylvania
– – -772 Closed
30 31
32
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