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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
OPS
351
Orion Portfolio Solutions
Nebraska
$3.08M +$339K +540 +12%
KRS
352
Kentucky Retirement Systems
Kentucky
$3.08M +$143K +228 +5%
PMG
353
ProVise Management Group
Florida
$3.07M -$85.3K -136 -3%
NMERB
354
New Mexico Educational Retirement Board
New Mexico
$3.06M -$251K -400 -7%
BPC
355
Banque Pictet & Cie
Switzerland
$3.04M +$3.11M +4,960 New
PIM
356
Perpetual Investment Management
Australia
$3.04M -$798K -1,273 -20%
GC
357
Grace Capital
Massachusetts
$2.97M – – –
NA
358
NewEdge Advisors
Louisiana
$2.96M +$1.75M +2,791 +137%
Fifth Third Bancorp
359
Fifth Third Bancorp
Ohio
$2.93M +$255K +406 +9%
KWILP
360
Kiwi Wealth Investments Limited Partnership
New Zealand
$2.9M -$2.52M -4,021 -46%
GI
361
GAMCO Investors
Connecticut
$2.89M -$53.9K -86 -2%
AO
362
Advisor OS
Illinois
$2.85M +$161K +257 +6%
P
363
Paradiem
Louisiana
$2.85M +$190K +303 +6%
CG
364
Colony Group
Massachusetts
$2.83M -$103K -165 -3%
Mercer Global Advisors
365
Mercer Global Advisors
Colorado
$2.83M +$109K +173 +4%
FCM
366
Fortis Capital Management
Washington
$2.82M +$78.4K +125 +3%
SAM
367
Shell Asset Management
Netherlands
$2.82M -$132K -211 -4%
BA
368
Birinyi Associates
Connecticut
$2.82M +$220K +350 +8%
SG Americas Securities
369
SG Americas Securities
New York
$2.81M -$186K -297 -6%
TCM
370
Tributary Capital Management
Nebraska
$2.76M -$376K -600 -12%
PGCM
371
Prescott Group Capital Management
Oklahoma
$2.75M – – –
ET
372
Equitable Trust
Tennessee
$2.71M -$62.1K -99 -2%
CS
373
Candriam SCA
Luxembourg
$2.62M -$14.4K -23 -0.5%
ACM
374
Alamar Capital Management
California
$2.54M -$453K -723 -15%
WHG
375
Westwood Holdings Group
Texas
$2.54M +$1.12M +1,778 +75%
13 14
15
16 17

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.