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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.3B -$1.58M -3,040 -0%
BlackRock
2
BlackRock
New York
$3.41B +$23.5M +45,250 +0.7%
State Street
3
State Street
Massachusetts
$1.81B -$29.7M -57,257 -2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.8B -$16.6M -31,995 -0.9%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$1.46B +$1.65M +3,187 +0.1%
BAMCO Inc
6
BAMCO Inc
New York
$1.11B +$36M +69,428 +3%
Fiera Capital (Canada)
7
Fiera Capital (Canada)
Quebec, Canada
$1.02B -$41M -79,138 -4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$775M +$8.55M +16,492 +1%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$751M -$399M -768,960 -34%
Capital International Investors
10
Capital International Investors
California
$673M +$66.3M +127,820 +11%
SGA
11
Sustainable Growth Advisers
Connecticut
$666M +$395M +761,126 +135%
Franklin Resources
12
Franklin Resources
California
$627M -$27.6M -53,217 -4%
DCP
13
Durable Capital Partners
Maryland
$608M +$131M +251,686 +26%
American Century Companies
14
American Century Companies
Missouri
$522M -$79.7M -153,770 -13%
Ameriprise
15
Ameriprise
Minnesota
$464M +$180M +346,428 +60%
Polen Capital Management
16
Polen Capital Management
Florida
$431M -$290M -559,577 -40%
Capital Research Global Investors
17
Capital Research Global Investors
California
$429M +$335M +646,050 +312%
Brown Advisory
18
Brown Advisory
Maryland
$413M +$12.2M +23,518 +3%
JP Morgan Chase
19
JP Morgan Chase
New York
$398M -$41.8M -80,700 -9%
Invesco
20
Invesco
Georgia
$390M -$22.2M -42,778 -5%
AllianceBernstein
21
AllianceBernstein
Tennessee
$386M -$390K -753 -0.1%
Northern Trust
22
Northern Trust
Illinois
$385M -$52.6M -101,466 -12%
Bank of America
23
Bank of America
North Carolina
$375M +$3.75M +7,235 +1%
Norges Bank
24
Norges Bank
Norway
$371M +$12.5M +24,104 +3%
WCM Investment Management
25
WCM Investment Management
California
$367M +$5.18M +9,990 +1%