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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 %
FA
801
Faithward Advisors
Pennsylvania
– – -730 Closed
VF
802
Virtu Financial
New York
– – -719 Closed
HSA
803
HBK Sorce Advisory
Pennsylvania
– – -713 Closed
PAM
804
Paradigm Asset Management
New York
– – -700 Closed
WA
805
Wealth Alliance
New York
– – -699 Closed
AWP
806
Ascent Wealth Partners
New York
– – -684 Closed
PHK
807
Point72 Hong Kong
Hong Kong
– – -663 Closed
IWC
808
Integrated Wealth Concepts
Massachusetts
– – -606 Closed
FCH
809
Freestone Capital Holdings
Washington
– – -602 Closed
AC
810
ASB Consultores
Florida
– – -569 Closed
IWA
811
Intercontinental Wealth Advisors
Texas
– – -567 Closed
DWM
812
Darwin Wealth Management
Florida
– – -546 Closed
SA
813
SRN Advisors
Pennsylvania
– – -540 Closed
ACA
814
Atlas Capital Advisors
Wyoming
– – -525 Closed
MLA
815
My Legacy Advisors
Oregon
– – -523 Closed
OTPPB
816
Ontario Teachers' Pension Plan Board
Ontario, Canada
– – -519 Closed
VC
817
Veracity Capital
Georgia
– – -488 Closed
AT
818
American Trust
Kentucky
– – -485 Closed
IAA
819
Independent Advisor Alliance
North Carolina
– – -483 Closed
RCAG
820
Rehmann Capital Advisory Group
Michigan
– – -482 Closed
FPA
821
First Pacific Advisors
California
– – -480 Closed
KCM
822
Kathmere Capital Management
Pennsylvania
– – -470 Closed
STC
823
Sarah T. Connolly
– – -460 Closed
FT
824
Fiduciary Trust
Massachusetts
– – -459 Closed
KWM
825
Kolinsky Wealth Management
New Jersey
– – -456 Closed
31 32
33
34 35