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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 %
ACM
801
AlphaCrest Capital Management
New York
– – -2,662 Closed
CM
802
Capula Management
Cayman Islands
– – -2,210 Closed
CM
803
Caption Management
Oklahoma
– – -2,000 Closed
TAM
804
Tocqueville Asset Management
New York
– – -2,000 Closed
MAM
805
Meeder Asset Management
Ohio
– – -1,811 Closed
ECM
806
Element Capital Management
New York
– – -1,584 Closed
HI
807
Horizon Investments
North Carolina
– – -1,483 Closed
QIM
808
Quantitative Investment Management
Virginia
– – -1,460 Closed
ECA
809
Elevated Capital Advisors
Utah
– – -1,307 Closed
KPWS
810
Kestra Private Wealth Services
Texas
– – -1,134 Closed
CAM
811
Cresset Asset Management
Illinois
– – -1,121 Closed
AIM
812
Aigen Investment Management
New York
– – -958 Closed
PI
813
PineBridge Investments
New York
– – -902 Closed
MFG
814
Menard Financial Group
Texas
– – -865 Closed
Capstone Investment Advisors
815
Capstone Investment Advisors
New York
– – -819 Closed
BAM
816
Blueshift Asset Management
New Jersey
– – -671 Closed
MG
817
Mather Group
Illinois
– – -602 Closed
CG
818
Cutler Group
California
– – -600 Closed
PWPS
819
Pinnacle Wealth Planning Services
Ohio
– – -578 Closed
DF
820
Donoghue Forlines
Massachusetts
– – -561 Closed
IGWM
821
ICA Group Wealth Management
Colorado
– – -550 Closed
GHAM
822
Gilman Hill Asset Management
Connecticut
– – -500 Closed
UC
823
Unio Capital
New Jersey
– – -485 Closed
IAA
824
Independent Advisor Alliance
North Carolina
– – -483 Closed
PSP
825
Principal Street Partners
Tennessee
– – -476 Closed
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