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746 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, 259 increasing their positions, 320 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more call options, than puts

Call options by funds: $104M | Put options by funds: $98.6M

0.5% less ownership

Funds ownership: 89.55%89.06% (-0.5%)

9% less funds holding

Funds holding: 819746 (-73)

19% less capital invested

Capital invested by funds: $36.5B → $29.7B (-$6.79B)

19% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 320

44% less funds holding in top 10

Funds holding in top 10: 1810 (-8)

45% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 126

Holders
746
Holders Change
-73
Holders Change %
-8.91%
% of All Funds
12.57%
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
259
Reduced
320
Closed
126
Calls
$104M
Puts
$98.6M
Net Calls
+$5.68M
Net Calls Change
+$71.4M
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
801
Gladstone Institutional Advisory
Florida
-$449K -893 Closed
AG
802
AIA Group
Hong Kong
-$424K -843 Closed
CRCM
803
Corbett Road Capital Management
Virginia
-$398K -791 Closed
BMCM
804
Bryn Mawr Capital Management
Pennsylvania
-$388K -772 Closed
FA
805
Faithward Advisors
Pennsylvania
-$367K -730 Closed
VF
806
Virtu Financial
New York
-$362K -719 Closed
HSA
807
HBK Sorce Advisory
Pennsylvania
-$359K -713 Closed
PAM
808
Paradigm Asset Management
New York
-$352K -700 Closed
WA
809
Wealth Alliance
New York
-$352K -699 Closed
AWP
810
Ascent Wealth Partners
New York
-$344K -684 Closed
PHK
811
Point72 Hong Kong
Hong Kong
-$333K -663 Closed
IWC
812
Integrated Wealth Concepts
Massachusetts
-$305K -606 Closed
FCH
813
Freestone Capital Holdings
Washington
-$303K -602 Closed
AC
814
ASB Consultores
Florida
-$286K -569 Closed
IWA
815
Intercontinental Wealth Advisors
Texas
-$285K -567 Closed
DWM
816
Darwin Wealth Management
Florida
-$275K -546 Closed
SA
817
SRN Advisors
Pennsylvania
-$272K -540 Closed
ACA
818
Atlas Capital Advisors
Wyoming
-$264K -525 Closed
MLA
819
My Legacy Advisors
Oregon
-$263K -523 Closed
OTPPB
820
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$261K -519 Closed
VC
821
Veracity Capital
Georgia
-$245K -488 Closed
AT
822
American Trust
Kentucky
-$244K -485 Closed
IAA
823
Independent Advisor Alliance
North Carolina
-$243K -483 Closed
RCAG
824
Rehmann Capital Advisory Group
Michigan
-$243K -482 Closed
FPA
825
First Pacific Advisors
California
-$241K -480 Closed