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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 %
IC
451
IEQ Capital
California
$1.21M +$41.7K +68 +4%
VIA
452
Vident Investment Advisory
Georgia
$1.21M +$212K +346 +21%
CCIA
453
Campbell & Co Investment Adviser
Maryland
$1.2M +$1.2M +1,964 New
CNC
454
Canandaigua National Corp
New York
$1.18M -$12.3K -20 -1%
William Blair & Company
455
William Blair & Company
Illinois
$1.18M +$325K +531 +38%
SWM
456
Segment Wealth Management
Texas
$1.16M +$12.9K +21 +1%
IC
457
Inverness Counsel
New York
$1.16M -$13.3M -21,638 -92%
VPIM
458
Vanguard Personalized Indexing Management
California
$1.14M +$280K +457 +32%
CI
459
Cigna Investments
Connecticut
$1.14M -$461K -752 -29%
E
460
Ergoteles
New York
$1.12M +$1.12M +1,825 New
AFA
461
Abacus FCF Advisors
Florida
$1.12M – – –
EGM
462
Engineers Gate Manager
New York
$1.11M -$1.59M -2,596 -59%
V
463
Veritable
Delaware
$1.11M +$103K +168 +10%
BRWA
464
B. Riley Wealth Advisors
Florida
$1.1M +$14.7K +24 +1%
BO
465
BRR OpCo
Ohio
$1.08M -$61.3K -100 -5%
FPS
466
Fieldpoint Private Securities
Connecticut
$1.08M +$7.35K +12 +0.7%
CIP
467
Chartwell Investment Partners
Pennsylvania
$1.08M – – –
BWM
468
Buckley Wealth Management
Nevada
$1.08M – – –
WMA
469
Wealth Management Associates
New Jersey
$1.07M – – –
BDF
470
Balasa Dinverno & Foltz
$1.06M – – –
CIBC World Market
471
CIBC World Market
Ontario, Canada
$1.06M +$32.5K +53 +3%
HIM
472
Hanlon Investment Management
New Jersey
$1.05M +$22K +36 +2%
SAM
473
Sompo Asset Management
Japan
$1.05M -$184K -300 -15%
SAM
474
Strategy Asset Managers
California
$1.02M -$274K -447 -21%
EMG
475
ETF Managers Group
New Jersey
$998K -$1.11M -1,804 -53%
17 18
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