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746 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, 259 increasing their positions, 320 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more call options, than puts

Call options by funds: $104M | Put options by funds: $98.6M

0.5% less ownership

Funds ownership: 89.55%89.06% (-0.5%)

9% less funds holding

Funds holding: 819746 (-73)

19% less capital invested

Capital invested by funds: $36.5B → $29.7B (-$6.79B)

19% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 320

44% less funds holding in top 10

Funds holding in top 10: 1810 (-8)

45% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 126

Holders
746
Holders Change
-73
Holders Change %
-8.91%
% of All Funds
12.57%
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
259
Reduced
320
Closed
126
Calls
$104M
Puts
$98.6M
Net Calls
+$5.68M
Net Calls Change
+$71.4M
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
851
Gemmer Asset Management
California
-$42K -84 Closed
SFA
852
Semmax Financial Advisors
North Carolina
-$30K -61 Closed
RTC
853
Riverview Trust Company
Washington
-$25K -49 Closed
BEI
854
Benjamin Edwards Inc
Missouri
-$15K -30 Closed
TFO
855
Tarbox Family Office
California
-$12K -23 Closed
MAWCM
856
Mine & Arao Wealth Creation & Management
California
-$8K -16 Closed
BFC
857
Bedel Financial Consulting
Indiana
-$5K -9 Closed
GWM
858
Geneos Wealth Management
Colorado
-$3K -7 Closed
AWM
859
Atticus Wealth Management
Florida
-$3K -5 Closed
CI
860
Cordant Inc
Oregon
-$3K -5 Closed
FNBOSM
861
First National Bank of South Miami
Florida
-$3K -5 Closed
LTI
862
Laffer Tengler Investments
Tennessee
-$2.51K -5 Closed
BA
863
Bellwether Advisors
Nebraska
-$2K -4 Closed
HPC
864
HM Payson & Co
Maine
-$2K -3 Closed
PFGIA
865
Patriot Financial Group Insurance Agency
Massachusetts
-$2K -3 Closed
BAM
866
Bellevue Asset Management
Washington
-$1K -2 Closed
WA
867
WestEnd Advisors
North Carolina
-$502K
BC
868
Burleson & Co
California
+$435 +1 New
LF
869
Lee Financial
Texas
+$435 +1 New
OLVIG
870
Oliver Lagore Vanvalin Investment Group
Michigan
+$435 +1 New
TFA
871
Toth Financial Advisory
Virginia
+$435 +1 New
WWM
872
Wolff Wiese Magana
California
+$435 +1 New