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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
HH
376
HWG Holdings
Texas
$2.46M +$2.51M +4,008 New
ERSOT
377
Employees Retirement System of Texas
Texas
$2.42M – – –
EOJOAM
378
E. Ohman J:or Asset Management
Sweden
$2.4M +$188K +300 +8%
SPIA
379
Steward Partners Investment Advisory
New York
$2.36M +$40.1K +64 +2%
YWP
380
YorkBridge Wealth Partners
New York
$2.36M +$64K +102 +3%
PAM
381
Panagora Asset Management
Massachusetts
$2.35M -$1.18M -1,878 -33%
VCM
382
Virtue Capital Management
Tennessee
$2.35M +$238K +380 +11%
EI
383
Ethic Inc
New York
$2.35M +$492K +784 +26%
Bank Julius Baer & Co
384
Bank Julius Baer & Co
Switzerland
$2.33M +$125K +200 +6%
NMIMC
385
Northwestern Mutual Investment Management Company
Wisconsin
$2.27M -$22K -35 -0.9%
SLI
386
Sumitomo Life Insurance
Japan
$2.25M -$64K -102 -3%
Marshall Wace
387
Marshall Wace
United Kingdom
$2.22M -$2.7M -4,301 -54%
CCP
388
Corient Capital Partners
California
$2.2M +$186K +296 +9%
PAS
389
Park Avenue Securities
New York
$2.15M +$113K +180 +5%
NW
390
NewEdge Wealth
Pennsylvania
$2.14M +$66.5K +106 +3%
PA
391
Paragon Advisors
Texas
$2.13M +$198K +315 +10%
SSIM
392
Sheets Smith Investment Management
Texas
$2.13M +$2.18M +3,471 New
FHB
393
First Hawaiian Bank
Hawaii
$2.13M +$1.25K +2 +0.1%
PFM
394
Patton Fund Management
Texas
$2.11M -$769K -1,226 -26%
GL
395
GHE LLC
Tennessee
$2.11M +$2.16M +3,440 New
Cetera Investment Advisers
396
Cetera Investment Advisers
Illinois
$2.07M +$10.7K +17 +0.5%
BS
397
Bessemer Securities
New York
$2.02M +$447K +712 +27%
BHB
398
Bank Hapoalim BM
Israel
$2.02M -$259K -413 -11%
LOAME
399
Lombard Odier Asset Management (Europe)
United Kingdom
$2.01M +$2.06M +3,278 New
FCM
400
Fairbanks Capital Management
California
$1.99M -$157K -251 -7%
14 15
16
17 18

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.