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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 %
MWM
826
Mascoma Wealth Management
New Hampshire
– – -89 Closed
CTC
827
Central Trust Company
Missouri
– – -47 Closed
CWM
828
Castle Wealth Management
Florida
– – -32 Closed
GWSG
829
GPS Wealth Strategies Group
Colorado
– – -31 Closed
OC
830
Oakworth Capital
Alabama
– – -19 Closed
CAL
831
Capital Analysts LLC
Pennsylvania
– – -17 Closed
AIP
832
Almanack Investment Partners
Pennsylvania
– – -14 Closed
SFO
833
Standard Family Office
South Dakota
– – -13 Closed
BCM
834
Bourgeon Capital Management
Connecticut
– – -12 Closed
FWA
835
FSC Wealth Advisors
New York
– – -8 Closed
AAP
836
Arax Advisory Partners
Colorado
– – -7 Closed
BCWM
837
Bartlett & Co Wealth Management
Ohio
– – -4 Closed
BC
838
Bartlett & Co
Ohio
– – -4 Closed
SOS
839
Silver Oak Securities
Tennessee
– – -4 Closed
OLVIG
840
Oliver Lagore Vanvalin Investment Group
Michigan
– – -1 Closed
TFA
841
Toth Financial Advisory
Virginia
– – -1 Closed
ACM
842
Absolute Capital Management
Pennsylvania
– – -1 Closed
EF
843
Empowered Funds
Pennsylvania
– – – –
EAM
844
Erste Asset Management
Austria
– – – –
Simplex Trading
845
Simplex Trading
Illinois
– – – –
Group One Trading
846
Group One Trading
Illinois
– – – –
STCOSD
847
Sageworth Trust Company of South Dakota
South Dakota
$0 1 – –
SA
848
SpiderRock Advisors
Delaware
– – – –
ST
849
Sageworth Trust
Pennsylvania
$0 1 +1 New
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