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MSCI
MSCI

850 hedge funds and large institutions have $44.9B invested in MSCI in 2021 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 339 increasing their positions, 281 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 65

21% more repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 281

5% more funds holding

Funds holding: 807 → 850 (+43)

0.1% more ownership

Funds ownership: 89.92% → 90.02% (+0.1%)

0% less capital invested

Capital invested by funds: $45B → $44.9B (-$116M)

18% less funds holding in top 10

Funds holding in top 10: 22 → 18 (-4)

23% less call options, than puts

Call options by funds: $140M | Put options by funds: $182M

Holders
850
Holders Change
+43
Holders Change %
+5.33%
% of All Funds
13.08%
Holding in Top 10
18
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-18.18%
% of All Funds
0.28%
New
122
Increased
339
Reduced
281
Closed
65
Calls
$140M
Puts
$182M
Net Calls
-$41.6M
Net Calls Change
+$120M

Top Buyers

1
BlackRock
BlackRock
New York
+$226M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
+$50.4M
3
State Street
State Street
Massachusetts
+$48.8M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$46.9M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$45M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$532M
2
Capital International Investors
Capital International Investors
California
-$137M
3
American Century Companies
American Century Companies
Missouri
-$96.1M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$69.5M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$58M
Name Holding Trade Value Shares
Change 		Change in
Stake
MC
226
Middleton & Co
Massachusetts
$10.7M +$110K +176 +1%
SFI
227
Susquehanna Fundamental Investments
Pennsylvania
$10.7M -$8.11M -12,925 -43%
OAM
228
Oppenheimer Asset Management
New York
$10.5M +$193K +307 +2%
MIM
229
Martin Investment Management
Florida
$10.4M -$2.01M -3,211 -16%
Skandinaviska Enskilda Banken (SEB)
230
Skandinaviska Enskilda Banken (SEB)
Sweden
$10.3M +$192K +306 +2%
Vontobel Holding
231
Vontobel Holding
Switzerland
$10M -$2.13M -3,402 -17%
UCFA
232
United Capital Financial Advisors
Texas
$10M +$30.7K +49 +0.3%
ECM
233
ExodusPoint Capital Management
New York
$9.71M +$9.22M +14,697 +1,281%
FAF
234
Första AP-fonden
Sweden
$9.68M -$1.88M -3,000 -16%
AQR Capital Management
235
AQR Capital Management
Connecticut
$9.54M +$3.92M +6,245 +67%
APG Asset Management
236
APG Asset Management
Netherlands
$9.53M -$4.33M -6,900 -28%
EW
237
Evoke Wealth
California
$9.41M -$51.4K -82 -0.5%
HW
238
Hancock Whitney
Mississippi
$9.32M -$12.5M -19,871 -57%
MCM
239
Marsico Capital Management
Colorado
$9.12M – – –
CCM
240
Cinctive Capital Management
New York
$9.11M +$9.33M +14,869 New
TPCW
241
TD Private Client Wealth
New York
$9.1M -$421K -671 -4%
CFG
242
Cambridge Financial Group
Ohio
$9.01M -$514K -820 -5%
MGWM
243
Marks Group Wealth Management
Minnesota
$8.92M +$193K +307 +2%
URS
244
Utah Retirement Systems
Utah
$8.88M +$20.7K +33 +0.2%
BCIM
245
British Columbia Investment Management
British Columbia, Canada
$8.88M -$481K -767 -5%
GIBU
246
Gulf International Bank (UK)
United Kingdom
$8.79M -$1.76M -2,800 -16%
YCM
247
Yousif Capital Management
Michigan
$8.73M +$8.94M +14,257 New
KJHP
248
K.J. Harrison & Partners
Ontario, Canada
$8.51M +$32.6K +52 +0.4%
TAMH
249
Taikang Asset Management (HK)
Hong Kong
$8.43M – – –
Public Sector Pension Investment Board (PSP Investments)
250
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$8.43M -$100K -160 -1%
8 9
10
11 12

MSCI Hedge Fund Activity: Q4 2021 in Review

850 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in MSCI (MSCI) for Q4 2021, worth a combined $44.9B — down 0.26% from $45B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new MSCI positions and 65 closed out — a net gain of 57 holders — while 339 added to existing stakes and 281 trimmed.

The largest buyer was BlackRock, adding an estimated $226M. The largest seller was T. Rowe Price Associates, cutting an estimated $532M.

  • 850 institutional investors held MSCI (MSCI) as of Q4 2021, up from 807 in Q3 2021.
  • Funds reported $44.9B of MSCI stock for Q4 2021, down 0.26% quarter-over-quarter.
  • 122 funds opened new MSCI positions in Q4 2021 and 65 closed out, a net change of +57 holders.
  • The largest MSCI buyer in Q4 2021 was BlackRock, an estimated $226M added.
  • The largest MSCI seller in Q4 2021 was T. Rowe Price Associates, an estimated $532M sold.

Based on aggregated 13F filings for Q4 2021.