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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 %
AI
401
AdvisorShares Investments
Maryland
$1.92M +$1.92M +3,138 New
BTWM
402
Baker Tilly Wealth Management
Wisconsin
$1.92M +$290K +474 +18%
AC
403
Allstate Corporation
Illinois
$1.89M +$1.32M +2,146 +228%
AP
404
Advisor Partners
California
$1.87M -$151K -247 -8%
First Manhattan
405
First Manhattan
New York
$1.84M – – –
ACMA
406
Arbor Capital Management (Alaska)
Alaska
$1.84M +$1.84M +2,998 New
IWP
407
Icon Wealth Partners
Texas
$1.83M +$58.8K +96 +3%
Connor, Clark & Lunn Investment Management (CC&L)
408
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.78M -$8.14M -13,291 -82%
DC
409
Davenport & Co
Virginia
$1.77M +$805K +1,313 +84%
KAS
410
Kestra Advisory Services
Texas
$1.76M -$3.09M -5,042 -64%
AIMCA
411
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.76M +$1.76M +2,876 New
HCM
412
Helios Capital Management
Singapore
$1.74M +$1.74M +2,840 New
BDWM
413
Brewin Dolphin Wealth Management
Ireland
$1.68M +$120K +195 +8%
AC
414
Avestar Capital
New York
$1.66M -$145K -237 -8%
EVM
415
Eaton Vance Management
Massachusetts
$1.66M -$15.3K -25 -0.9%
EDRH
416
Edmond de Rothschild Holding
Switzerland
$1.63M +$149K +243 +10%
M&T Bank
417
M&T Bank
New York
$1.6M +$53.3K +87 +3%
Creative Planning
418
Creative Planning
Kansas
$1.6M +$193K +315 +14%
CI
419
Cavalier Investments
Georgia
$1.53M +$11K +18 +0.7%
AFS
420
Aft Forsyth & Sober
Florida
$1.49M – – –
CIM
421
Contravisory Investment Management
Massachusetts
$1.49M +$87K +142 +6%
RIM
422
Redpoint Investment Management
Australia
$1.48M -$19.6K -32 -1%
Cambridge Investment Research Advisors
423
Cambridge Investment Research Advisors
Iowa
$1.48M +$119K +194 +9%
TAF
424
Tredje AP-fonden
Sweden
$1.47M +$1.47M +2,399 New
BSI
425
Bennett Selby Investments
Maine
$1.46M +$613 +1 +0%
15 16
17
18 19