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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 %
TFO
851
Tarbox Family Office
California
– – -23 Closed
MAWCM
852
Mine & Arao Wealth Creation & Management
California
– – -16 Closed
BFC
853
Bedel Financial Consulting
Indiana
– – -9 Closed
GWM
854
Geneos Wealth Management
Colorado
– – -7 Closed
FNBOSM
855
First National Bank of South Miami
Florida
– – -5 Closed
AWM
856
Atticus Wealth Management
Florida
– – -5 Closed
LTI
857
Laffer Tengler Investments
Tennessee
– – -5 Closed
CI
858
Cordant Inc
Oregon
– – -5 Closed
BA
859
Bellwether Advisors
Nebraska
– – -4 Closed
PFGIA
860
Patriot Financial Group Insurance Agency
Massachusetts
– – -3 Closed
HPC
861
HM Payson & Co
Maine
– – -3 Closed
BAM
862
Bellevue Asset Management
Washington
– – -2 Closed
SA
863
SpiderRock Advisors
Delaware
– – – –
WA
864
WestEnd Advisors
North Carolina
– – – –
CAM
865
CenterStar Asset Management
Illinois
– – – –
Capstone Investment Advisors
866
Capstone Investment Advisors
New York
– – – –
SIS
867
Sound Income Strategies
Florida
$0 1 – –
Simplex Trading
868
Simplex Trading
Illinois
– – – –
Group One Trading
869
Group One Trading
Illinois
– – – –
EAM
870
Erste Asset Management
Austria
– – – –
MS
871
Maven Securities
Jersey
– – – –
TFA
872
Toth Financial Advisory
Virginia
$0 1 +1 New
WWM
873
Wolff Wiese Magana
California
$0 1 +1 New
BC
874
Burleson & Co
California
$0 1 +1 New
LF
875
Lee Financial
Texas
$0 1 +1 New
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