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MSCI
MSCI

Overview Fund Activity

735 hedge funds and large institutions have $30.3B invested in MSCI in 2022 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 294 increasing their positions, 268 reducing their positions, and 67 closing their positions.

Holders
735
Holders Change
-7
Holders Change %
-0.94%
% of All Funds
12.71%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.28%
New
71
Increased
294
Reduced
268
Closed
67
Calls
$88.4M
Puts
$106M
Net Calls
-$17.4M
Net Calls Change
-$23.1M

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$456M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$629M
3
Capital World Investors
3
Capital World Investors
California
$187M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$204M
5
Brown Advisory
5
Brown Advisory
Maryland
$415M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$723M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.03B
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$705M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$10.9M
5
Deutsche Bank
5
Deutsche Bank
Germany
$128M
Name Market Value Shares Shares
Change 		Shares
Change %
GCM
776
Gladius Capital Management
Illinois
– – -199 Closed
CI
777
CX Institutional
Indiana
– – -131 Closed
TFS
778
TrustCore Financial Services
Tennessee
– – -106 Closed
SWM
779
SeaCrest Wealth Management
New York
– – -76 Closed
CAM
780
Close Asset Management
United Kingdom
– – -55 Closed
VCM
781
Vigilant Capital Management
Maine
– – -36 Closed
PB
782
Pinnacle Bancorp
Nebraska
– – -33 Closed
KTC
783
Kistler-Tiffany Companies
Pennsylvania
– – -33 Closed
CWP
784
Concord Wealth Partners
Virginia
– – -33 Closed
ZIG
785
Zullo Investment Group
Pennsylvania
– – -28 Closed
SFG
786
Steward Financial Group
Texas
– – -24 Closed
COCM
787
Charter Oak Capital Management
New Hampshire
– – -20 Closed
CA
788
CoreCap Advisors
Michigan
– – -19 Closed
VVP
789
Venture Visionary Partners
Ohio
– – -16 Closed
STCOSD
790
Sageworth Trust Company of South Dakota
South Dakota
$0 1 -16 -94%
GKIM
791
GW&K Investment Management
Massachusetts
– – -16 Closed
PMFA
792
Plante Moran Financial Advisors
Michigan
– – -12 Closed
TWP
793
TFO Wealth Partners
Ohio
– – -10 Closed
HS
794
Horan Securities
United States
– – -4 Closed
HFS
795
Heritage Financial Services
Massachusetts
– – -4 Closed
CWM
796
Curi Wealth Management
North Carolina
– – -4 Closed
BC
797
Burleson & Co
California
– – -1 Closed
SIS
798
Sound Income Strategies
Florida
– – -1 Closed
Group One Trading
799
Group One Trading
Illinois
– – – –
SA
800
SpiderRock Advisors
Delaware
– – – –
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