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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 %
CWM
801
Curi Wealth Management
North Carolina
$2K – – –
BA
802
Bellwether Advisors
Nebraska
$2K – – –
TSW
803
Thompson Siegel & Walmsley
Virginia
$2K – – –
S
804
Surevest
California
$2K – – –
ACM
805
AUA Capital Management
Pennsylvania
$2K – – –
HWM
806
HighMark Wealth Management
Minnesota
$2K – – –
HPC
807
HM Payson & Co
Maine
$2K +$2K +3 New
MA
808
MCF Advisors
Kentucky
$2K +$2K +3 New
PFGIA
809
Patriot Financial Group Insurance Agency
Massachusetts
$2K +$2K +3 New
DI
810
Disciplined Investments
Oklahoma
$2K +$2K +4 New
GFPC
811
Global Financial Private Client
Florida
$1.03K – – –
PI
812
PEAK6 Investments
Illinois
$1K -$3.8M -7,593 -100%
AWM
813
Avior Wealth Management
Nebraska
$1K – – –
BAM
814
Bellevue Asset Management
Washington
$1K – – –
SIS
815
Sound Income Strategies
Florida
$1K +$1K +1 New
BFEC
816
Benjamin F. Edwards & Company
Missouri
$1K +$1K +2 New
AIC
817
Archer Investment Corporation
Indiana
$972 – – –
CP
818
Castleview Partners
Texas
– -$672 -411,892 Closed
AAM
819
Ardevora Asset Management
United Kingdom
– -$74.5M -121,514 Closed
SIG
820
Senator Investment Group
New York
– -$61.3M -100,000 Closed
ZIG
821
Zurich Insurance Group
Switzerland
– -$46.2M -75,375 Closed
CA
822
Capitolis Advisors
New York
– -$33.3M -54,312 Closed
MSR
823
Main Street Research
Connecticut
– -$33.2M -54,105 Closed
Capstone Investment Advisors
824
Capstone Investment Advisors
New York
– -$24.5M -40,001 Closed
Ninety One (UK)
825
Ninety One (UK)
United Kingdom
– -$17M -27,797 Closed
31 32
33
34 35