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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 %
DF
776
DecisionPoint Financial
Arizona
$1.4K 3 +3 New
FWA
777
Freedom Wealth Alliance
Wisconsin
$1.4K 3 +3 New
AWM
778
Avior Wealth Management
Nebraska
$1.4K 3 – –
ECM
779
Everence Capital Management
Indiana
$1.37K 2,937 – –
TFA
780
Transamerica Financial Advisors
Florida
$1K 1 – –
BFEC
781
Benjamin F. Edwards & Company
Missouri
$1K 2 – –
TSW
782
Thompson Siegel & Walmsley
Virginia
$1K 3 – –
BSB
783
Bangor Savings Bank
Maine
$1K 2 – –
ONST
784
Old North State Trust
North Carolina
$1K 3 +3 New
GFPC
785
Global Financial Private Client
Florida
$930 2 – –
GI
786
Gradient Investments
Minnesota
$930 2 – –
AIC
787
Archer Investment Corporation
Indiana
$930 2 – –
AA
788
Addison Advisors
Vermont
$930 2 +2 New
WWM
789
Wolff Wiese Magana
California
$465 1 -1 -50%
DWA
790
Delos Wealth Advisors
Texas
$465 1 – –
CTA
791
Colonial Trust Advisors
South Carolina
$465 1 +1 New
NSIM
792
North Star Investment Management
Illinois
$465 1 +1 New
MYAM
793
Meiji Yasuda Asset Management
Japan
$374 805 -170 -17%
CMP
794
Coston McIsaac & Partners
Maine
$3 7 – –
JAM
795
Jupiter Asset Management
United Kingdom
– – -17,000 Closed
TG
796
TCW Group
California
– – -13,128 Closed
SC
797
Sculptor Capital
New York
– – -12,802 Closed
RWM
798
Ritholtz Wealth Management
New York
– – -7,488 Closed
BS
799
Bessemer Securities
New York
– – -3,071 Closed
Wolverine Trading
800
Wolverine Trading
Illinois
– – -2,715 Closed
30 31
32
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