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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 %
TA
826
TrueWealth Advisors
Alabama
– – -453 Closed
PCS
827
Personal CFO Solutions
New Jersey
– – -452 Closed
OPS
828
Orion Portfolio Solutions
Nebraska
– – -448 Closed
WFI
829
West Family Investments
California
– – -448 Closed
HWMA
830
Heritage Wealth Management (Arizona)
Arizona
– – -427 Closed
TC
831
TownSquare Capital
Utah
– – -425 Closed
JCM
832
Jacobi Capital Management
Pennsylvania
– – -421 Closed
MA
833
MJP Associates
Connecticut
– – -417 Closed
CAN
834
Cetera Advisor Networks
California
– – -409 Closed
CIA
835
Choate Investment Advisors
Massachusetts
– – -405 Closed
MFA
836
Mayflower Financial Advisors
Massachusetts
– – -404 Closed
ECM
837
Evergreen Capital Management
Washington
– – -400 Closed
BEC
838
Blue Edge Capital
Virginia
– – -400 Closed
GGI
839
Godsey & Gibb Inc
Virginia
– – -250 Closed
T
840
TCWP
Ohio
– – -196 Closed
NIM
841
NuWave Investment Management
New Jersey
– – -186 Closed
SOW
842
State of Wyoming
Wyoming
– – -159 Closed
LAS
843
Lloyd Advisory Services
Georgia
– – -151 Closed
CIM
844
Chiron Investment Management
New York
– – -138 Closed
GM
845
GeoWealth Management
Illinois
– – -132 Closed
FAG
846
Fortitude Advisory Group
Washington
– – -89 Closed
GAM
847
Gemmer Asset Management
California
– – -84 Closed
SFA
848
Semmax Financial Advisors
North Carolina
– – -61 Closed
RTC
849
Riverview Trust Company
Washington
– – -49 Closed
BEI
850
Benjamin Edwards Inc
Missouri
– – -30 Closed
32 33
34
35 36