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MSCI
MSCI

Overview Fund Activity

847 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, 337 increasing their positions, 280 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
847
Holders Change
+43
Holders Change %
+5.35%
% 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
337
Reduced
280
Closed
65
Calls
$140M
Puts
$182M
Net Calls
-$41.6M
Net Calls Change
+$120M

Top Buyers

1
BlackRock
BlackRock
New York
+$221M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
+$49.3M
3
State Street
State Street
Massachusetts
+$47.6M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$45.8M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$43.8M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$519M
2
Capital International Investors
Capital International Investors
California
-$134M
3
American Century Companies
American Century Companies
Missouri
-$93.8M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$67.9M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$56.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMG
351
ProVise Management Group
Florida
$3.07M -$83.3K -136 -3%
NMERB
352
New Mexico Educational Retirement Board
New Mexico
$3.06M -$245K -400 -7%
BPC
353
Banque Pictet & Cie
Switzerland
$3.04M +$3.04M +4,960 New
PIM
354
Perpetual Investment Management
Australia
$3.04M -$780K -1,273 -20%
GC
355
Grace Capital
Massachusetts
$2.97M – – –
NA
356
NewEdge Advisors
Louisiana
$2.96M +$1.71M +2,791 +137%
Fifth Third Bancorp
357
Fifth Third Bancorp
Ohio
$2.93M +$249K +406 +9%
KWILP
358
Kiwi Wealth Investments Limited Partnership
New Zealand
$2.9M -$2.46M -4,021 -46%
GI
359
GAMCO Investors
Connecticut
$2.89M -$52.7K -86 -2%
AO
360
Advisor OS
Illinois
$2.85M +$157K +257 +6%
P
361
Paradiem
Louisiana
$2.85M +$162K +303 +6%
CG
362
Colony Group
Massachusetts
$2.83M -$101K -165 -3%
Mercer Global Advisors
363
Mercer Global Advisors
Colorado
$2.83M +$106K +173 +4%
FCM
364
Fortis Capital Management
Washington
$2.82M +$76.6K +125 +3%
SAM
365
Shell Asset Management
Netherlands
$2.82M -$129K -211 -4%
BA
366
Birinyi Associates
Connecticut
$2.82M +$214K +350 +8%
SG Americas Securities
367
SG Americas Securities
New York
$2.82M -$182K -297 -6%
TCM
368
Tributary Capital Management
Nebraska
$2.76M -$368K -600 -12%
PGCM
369
Prescott Group Capital Management
Oklahoma
$2.75M – – –
ET
370
Equitable Trust
Tennessee
$2.71M -$60.6K -99 -2%
CS
371
Candriam SCA
Luxembourg
$2.62M -$14.1K -23 -0.5%
ACM
372
Alamar Capital Management
California
$2.54M -$443K -723 -15%
WHG
373
Westwood Holdings Group
Texas
$2.54M +$1.09M +1,778 +75%
HH
374
HWG Holdings
Texas
$2.46M +$2.46M +4,008 New
ERSOT
375
Employees Retirement System of Texas
Texas
$2.42M – – –
13 14
15
16 17