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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
PCA
876
Pallas Capital Advisors
Massachusetts
-$264K -526 Closed
AAM
877
Aureus Asset Management
Massachusetts
-$316K -515 Closed
FA
878
Fermata Advisors
California
-$313K -510 Closed
MFS
879
Mirabella Financial Services
United Kingdom
-$290K -473 Closed
BAM
880
Barrett Asset Management
New York
-$283K -462 Closed
PGFC
881
Peapack-Gladstone Financial Corp
New Jersey
-$260K -425 Closed
RSWM
882
Robertson Stephens Wealth Management
California
-$258K -422 Closed
XT
883
XTX Topco
Cayman Islands
-$246K -402 Closed
GA
884
GraniteShares Advisors
New York
-$238K -389 Closed
MNBTD
885
Moody National Bank Trust Division
Texas
-$232K -379 Closed
ONB
886
Old National Bancorp
Indiana
-$231K -377 Closed
VAM
887
Vienna Asset Management
California
-$225K -368 Closed
ATPW
888
Ashton Thomas Private Wealth
Arizona
-$222K -363 Closed
BCM
889
Buckhead Capital Management
Georgia
-$221K -360 Closed
LF
890
Lantz Financial
Illinois
-$219K -357 Closed
CWM
891
Chesapeake Wealth Management
Virginia
-$214K -350 Closed
GA
892
Geller Advisors
New York
-$214K -350 Closed
PCM
893
Presidio Capital Management
California
-$211K -345 Closed
CFO
894
Collective Family Office
Pennsylvania
-$210K -343 Closed
BAM
895
Bruderman Asset Management
New York
-$208K -339 Closed
MC
896
Machina Capital
France
-$208K -339 Closed
SC
897
Savant Capital
Illinois
-$204K -333 Closed
GLLW
898
Graves Light Lenhart Wealth
Virginia
-$156K -254 Closed
JIR
899
James Investment Research
Ohio
-$126K -205 Closed
CA
900
Cornerstone Advisory
Maryland
-$124K -203 Closed