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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 %
MC
901
Maverick Capital
Texas
– -$76K -124 Closed
EBA
902
Eagle Bay Advisors
New York
– -$61K -99 Closed
SFM
903
Signet Financial Management
New Jersey
– -$36K -58 Closed
WWM
904
Wolff Wiese Magana
California
– -$32K -53 Closed
CA
905
CoreCap Advisors
Michigan
– -$31K -51 Closed
AIL
906
AGF Investments LLC
Ontario, Canada
– -$27K -44 Closed
EPM
907
Equitec Proprietary Markets
Illinois
– -$26K -43 Closed
CYG
908
Clean Yield Group
Vermont
– -$25K -40 Closed
ST
909
Sageworth Trust
Pennsylvania
– -$18K -30 Closed
PMFA
910
Plante Moran Financial Advisors
Michigan
– -$18K -29 Closed
MP
911
McDonald Partners
Ohio
– -$16.5K -27 Closed
ACM
912
Absolute Capital Management
Pennsylvania
– -$16.5K -27 Closed
LF
913
Lee Financial
Texas
– -$13K -21 Closed
DWA
914
Delos Wealth Advisors
Texas
– -$12K -20 Closed
FRA
915
Front Row Advisors
California
– -$12K -19 Closed
TJHA
916
Thomas J. Herzfeld Advisors
Florida
– -$6K -10 Closed
JFA
917
JNBA Financial Advisors
Minnesota
– -$5K -8 Closed
MG
918
MilWealth Group
Wisconsin
– -$3.06K -5 Closed
TCWA
919
Ten Capital Wealth Advisors
Washington
– -$2K -4 Closed
SC
920
SouthState Corp
Florida
– -$2K -4 Closed
LWA
921
Lenox Wealth Advisors
New York
– -$2K -3 Closed
CSWM
922
Cassady Schiller Wealth Management
Ohio
– -$1K -2 Closed
AA
923
Addison Advisors
Vermont
– -$1K -2 Closed
TSWM
924
Tyler-Stone Wealth Management
Ohio
– -$1K -2 Closed
SCA
925
Stonebridge Capital Advisors
Minnesota
– -$1K -1 Closed
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