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819 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, 310 increasing their positions, 320 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

0.47% less ownership

Funds ownership: 90.02%89.55% (-0.47%)

3% less repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 320

4% less funds holding

Funds holding: 850819 (-31)

19% less capital invested

Capital invested by funds: $44.9B → $36.5B (-$8.4B)

22% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 111

40% less call options, than puts

Call options by funds: $100M | Put options by funds: $166M

Holders
819
Holders Change
-31
Holders Change %
-3.65%
% of All Funds
12.92%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
87
Increased
310
Reduced
320
Closed
111
Calls
$100M
Puts
$166M
Net Calls
-$65.7M
Net Calls Change
-$24.1M
Name Holding Trade Value Shares
Change
Change in
Stake
LTI
801
Laffer Tengler Investments
Tennessee
$2.51K +$2.59K +5 New
Macquarie Group
802
Macquarie Group
Australia
$2.47K -$1.5M -2,889 -37%
SC
803
Schubert & Co
Texas
$2K -$1.04K -2 -40%
ACM
804
AUA Capital Management
Pennsylvania
$2K
BA
805
Bellwether Advisors
Nebraska
$2K
CWM
806
Curi Wealth Management
North Carolina
$2K
HWM
807
HighMark Wealth Management
Minnesota
$2K
S
808
Surevest
California
$2K
TSW
809
Thompson Siegel & Walmsley
Virginia
$2K
HPC
810
HM Payson & Co
Maine
$2K +$1.56K +3 New
MA
811
MCF Advisors
Kentucky
$2K +$1.56K +3 New
PFGIA
812
Patriot Financial Group Insurance Agency
Massachusetts
$2K +$1.56K +3 New
DI
813
Disciplined Investments
Oklahoma
$2K +$2.07K +4 New
GFPC
814
Global Financial Private Client
Florida
$1.03K
PI
815
PEAK6 Investments
Illinois
$1K -$3.94M -7,593 -100%
AWM
816
Avior Wealth Management
Nebraska
$1K
BAM
817
Bellevue Asset Management
Washington
$1K
SIS
818
Sound Income Strategies
Florida
$1K +$519 +1 New
BFEC
819
Benjamin F. Edwards & Company
Missouri
$1K +$1.04K +2 New
AIC
820
Archer Investment Corporation
Indiana
$972
CP
821
Castleview Partners
Texas
-$672 -411,892 Closed
AAM
822
Ardevora Asset Management
United Kingdom
-$74.5M -121,514 Closed
SIG
823
Senator Investment Group
New York
-$61.3M -100,000 Closed
ZIG
824
Zurich Insurance Group
Switzerland
-$46.2M -75,375 Closed
CA
825
Capitolis Advisors
New York
-$33.3M -54,312 Closed