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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 %
MFS
876
Mirabella Financial Services
United Kingdom
– -$290K -473 Closed
BAM
877
Barrett Asset Management
New York
– -$283K -462 Closed
PGFC
878
Peapack-Gladstone Financial Corp
New Jersey
– -$260K -425 Closed
RSWM
879
Robertson Stephens Wealth Management
California
– -$258K -422 Closed
XT
880
XTX Topco
Cayman Islands
– -$246K -402 Closed
GA
881
GraniteShares Advisors
New York
– -$238K -389 Closed
MNBTD
882
Moody National Bank Trust Division
Texas
– -$232K -379 Closed
ONB
883
Old National Bancorp
Indiana
– -$231K -377 Closed
VAM
884
Vienna Asset Management
California
– -$225K -368 Closed
ATPW
885
Ashton Thomas Private Wealth
Arizona
– -$222K -363 Closed
BCM
886
Buckhead Capital Management
Georgia
– -$221K -360 Closed
LF
887
Lantz Financial
Illinois
– -$219K -357 Closed
CWM
888
Chesapeake Wealth Management
Virginia
– -$214K -350 Closed
GA
889
Geller Advisors
New York
– -$214K -350 Closed
PCM
890
Presidio Capital Management
California
– -$211K -345 Closed
CFO
891
Collective Family Office
Pennsylvania
– -$210K -343 Closed
MC
892
Machina Capital
France
– -$208K -339 Closed
BAM
893
Bruderman Asset Management
New York
– -$208K -339 Closed
SC
894
Savant Capital
Illinois
– -$204K -333 Closed
GLLW
895
Graves Light Lenhart Wealth
Virginia
– -$156K -254 Closed
JIR
896
James Investment Research
Ohio
– -$126K -205 Closed
CA
897
Cornerstone Advisory
Maryland
– -$124K -203 Closed
BAM
898
Belpointe Asset Management
Nevada
– -$119K -193 Closed
AWA
899
Amplius Wealth Advisors
Pennsylvania
– -$112K -184 Closed
SWM
900
Selective Wealth Management
Virginia
– -$92K -150 Closed
34 35
36
37 38