We are live on ! Find out more

819 hedge funds and large institutions have $36.5B invested in MSCI in 2022 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 310 increasing their positions, 320 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

0.47% less ownership

Funds ownership: 90.02%89.55% (-0.47%)

3% less repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 320

4% less funds holding

Funds holding: 850819 (-31)

19% less capital invested

Capital invested by funds: $44.9B → $36.5B (-$8.4B)

22% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 111

40% less call options, than puts

Call options by funds: $100M | Put options by funds: $166M

Holders
819
Holders Change
-31
Holders Change %
-3.65%
% of All Funds
12.92%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
87
Increased
310
Reduced
320
Closed
111
Calls
$100M
Puts
$166M
Net Calls
-$65.7M
Net Calls Change
-$24.1M
Name Holding Trade Value Shares
Change
Change in
Stake
HIM
851
Hanlon Investment Management
New Jersey
-$1.05M -1,721 Closed
SSWM
852
Sheets Smith Wealth Management
North Carolina
-$977K -1,594 Closed
Jennison Associates
853
Jennison Associates
New York
-$892K -1,456 Closed
CANY
854
Caxton Associates (New York)
New York
-$884K -1,443 Closed
SIA
855
Schechter Investment Advisors
Michigan
-$858K -1,402 Closed
PDN
856
Pensionfund DSM Netherlands
Netherlands
-$796K -1,300 Closed
LOAMS
857
Lombard Odier Asset Management (Switzerland)
Switzerland
-$622K -1,016 Closed
WI
858
WrapManager Inc
California
-$578K -944 Closed
VI
859
Versor Investments
New York
-$551K -900 Closed
ALAM
860
Asahi Life Asset Management
Japan
-$518K -845 Closed
MCM
861
MAI Capital Management
Ohio
-$504K -822 Closed
GC
862
GFG Capital
Florida
-$501K -817 Closed
IP
863
Intellectus Partners
California
-$493K -805 Closed
MPM
864
MBB Public Markets
Illinois
-$477K -778 Closed
Calamos Advisors
865
Calamos Advisors
Illinois
-$439K -716 Closed
RT
866
Rockland Trust
Massachusetts
-$426K -695 Closed
Group One Trading
867
Group One Trading
Illinois
-$346K -667 Closed
WF
868
Welch & Forbes
Massachusetts
-$398K -650 Closed
AWA
869
Arete Wealth Advisors
Illinois
-$383K -643 Closed
WANY
870
Wealthspire Advisors (New York)
New York
-$390K -636 Closed
USGIU
871
U.S. Global Investors (USGI)
Texas
-$388K -634 Closed
EN1L
872
Engine No 1 LLC
California
-$346K -565 Closed
TA
873
Tectonic Advisors
Texas
-$341K -557 Closed
CWM
874
Cornerstone Wealth Management
Missouri
-$336K -547 Closed
DWM
875
Drive Wealth Management
Utah
-$333K -544 Closed