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MSCI
MSCI

Overview Fund Activity

816 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, 309 increasing their positions, 318 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
816
Holders Change
-31
Holders Change %
-3.66%
% of All Funds
12.91%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
87
Increased
309
Reduced
318
Closed
111
Calls
$100M
Puts
$166M
Net Calls
-$65.7M
Net Calls Change
-$24.1M

Top Buyers

1
SGA
Sustainable Growth Advisers
Connecticut
+$383M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$325M
3
Ameriprise
Ameriprise
Minnesota
+$174M
4
DCP
Durable Capital Partners
Maryland
+$127M
5
Renaissance Technologies
Renaissance Technologies
New York
+$106M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$413M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$387M
3
Polen Capital Management
Polen Capital Management
Florida
-$281M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$232M
5
American Century Companies
American Century Companies
Missouri
-$77.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CANY
851
Caxton Associates (New York)
New York
– -$884K -1,443 Closed
SIA
852
Schechter Investment Advisors
Michigan
– -$858K -1,402 Closed
PDN
853
Pensionfund DSM Netherlands
Netherlands
– -$796K -1,300 Closed
LOAMS
854
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$622K -1,016 Closed
WI
855
WrapManager Inc
California
– -$578K -944 Closed
VI
856
Versor Investments
New York
– -$551K -900 Closed
ALAM
857
Asahi Life Asset Management
Japan
– -$518K -845 Closed
MCM
858
MAI Capital Management
Ohio
– -$504K -822 Closed
GC
859
GFG Capital
Florida
– -$501K -817 Closed
IP
860
Intellectus Partners
California
– -$493K -805 Closed
MPM
861
MBB Public Markets
Illinois
– -$477K -778 Closed
Calamos Advisors
862
Calamos Advisors
Illinois
– -$439K -716 Closed
RT
863
Rockland Trust
Massachusetts
– -$426K -695 Closed
Group One Trading
864
Group One Trading
Illinois
– -$409K -667 Closed
WF
865
Welch & Forbes
Massachusetts
– -$398K -650 Closed
AWA
866
Arete Wealth Advisors
Illinois
– -$383K -643 Closed
WANY
867
Wealthspire Advisors (New York)
New York
– -$390K -636 Closed
USGIU
868
U.S. Global Investors (USGI)
Texas
– -$388K -634 Closed
EN1L
869
Engine No 1 LLC
California
– -$346K -565 Closed
TA
870
Tectonic Advisors
Texas
– -$341K -557 Closed
CWM
871
Cornerstone Wealth Management
Missouri
– -$336K -547 Closed
DWM
872
Drive Wealth Management
Utah
– -$333K -544 Closed
PCA
873
Pallas Capital Advisors
Massachusetts
– -$264K -526 Closed
AAM
874
Aureus Asset Management
Massachusetts
– -$316K -515 Closed
FA
875
Fermata Advisors
California
– -$313K -510 Closed
33 34
35
36 37