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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
BAM
901
Belpointe Asset Management
Nevada
-$119K -193 Closed
AWA
902
Amplius Wealth Advisors
Pennsylvania
-$112K -184 Closed
SWM
903
Selective Wealth Management
Virginia
-$92K -150 Closed
MC
904
Maverick Capital
Texas
-$76K -124 Closed
EBA
905
Eagle Bay Advisors
New York
-$61K -99 Closed
SFM
906
Signet Financial Management
New Jersey
-$36K -58 Closed
WWM
907
Wolff Wiese Magana
California
-$32K -53 Closed
CA
908
CoreCap Advisors
Michigan
-$31K -51 Closed
AIL
909
AGF Investments LLC
Ontario, Canada
-$27K -44 Closed
EPM
910
Equitec Proprietary Markets
Illinois
-$26K -43 Closed
CYG
911
Clean Yield Group
Vermont
-$25K -40 Closed
ST
912
Sageworth Trust
Pennsylvania
-$18K -30 Closed
PMFA
913
Plante Moran Financial Advisors
Michigan
-$18K -29 Closed
ACM
914
Absolute Capital Management
Pennsylvania
-$16.5K -27 Closed
MP
915
McDonald Partners
Ohio
-$16.5K -27 Closed
LF
916
Lee Financial
Texas
-$13K -21 Closed
DWA
917
Delos Wealth Advisors
Texas
-$12K -20 Closed
FRA
918
Front Row Advisors
California
-$12K -19 Closed
TJHA
919
Thomas J. Herzfeld Advisors
Florida
-$6K -10 Closed
JFA
920
JNBA Financial Advisors
Minnesota
-$5K -8 Closed
MG
921
MilWealth Group
Wisconsin
-$3.06K -5 Closed
SC
922
SouthState Corp
Florida
-$2K -4 Closed
TCWA
923
Ten Capital Wealth Advisors
Washington
-$2K -4 Closed
LWA
924
Lenox Wealth Advisors
New York
-$2K -3 Closed
AA
925
Addison Advisors
Vermont
-$1K -2 Closed