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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
KCM
826
Kathmere Capital Management
Pennsylvania
-$236K -470 Closed
STC
827
Sarah T. Connolly
-$231K -460 Closed
FT
828
Fiduciary Trust
Massachusetts
-$231K -459 Closed
KWM
829
Kolinsky Wealth Management
New Jersey
-$229K -456 Closed
TA
830
TrueWealth Advisors
Alabama
-$278K -453 Closed
PCS
831
Personal CFO Solutions
New Jersey
-$227K -452 Closed
OPS
832
Orion Portfolio Solutions
Nebraska
-$225K -448 Closed
WFI
833
West Family Investments
California
-$225K -448 Closed
HWMA
834
Heritage Wealth Management (Arizona)
Arizona
-$215K -427 Closed
TC
835
TownSquare Capital
Utah
-$214K -425 Closed
JCM
836
Jacobi Capital Management
Pennsylvania
-$212K -421 Closed
MA
837
MJP Associates
Connecticut
-$210K -417 Closed
CAN
838
Cetera Advisor Networks
California
-$206K -409 Closed
CIA
839
Choate Investment Advisors
Massachusetts
-$204K -405 Closed
MFA
840
Mayflower Financial Advisors
Massachusetts
-$203K -404 Closed
BEC
841
Blue Edge Capital
Virginia
-$201K -400 Closed
ECM
842
Evergreen Capital Management
Washington
-$201K -400 Closed
GGI
843
Godsey & Gibb Inc
Virginia
-$126K -250 Closed
T
844
TCWP
Ohio
-$98K -196 Closed
NIM
845
NuWave Investment Management
New Jersey
-$94K -186 Closed
SOW
846
State of Wyoming
Wyoming
-$80K -159 Closed
LAS
847
Lloyd Advisory Services
Georgia
-$76K -151 Closed
CIM
848
Chiron Investment Management
New York
-$69K -138 Closed
GM
849
GeoWealth Management
Illinois
-$66K -132 Closed
FAG
850
Fortitude Advisory Group
Washington
-$45K -89 Closed