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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
SAM
476
Strategy Asset Managers
California
$1.01M -$280K -447 -21%
EMG
477
ETF Managers Group
New Jersey
$998K -$1.13M -1,804 -53%
Point72 Asset Management
478
Point72 Asset Management
Connecticut
$980K -$2.32M -3,700 -70%
SSWM
479
Sheets Smith Wealth Management
North Carolina
$977K +$102K +162 +11%
CHC
480
City Holding Co
West Virginia
$972K +$13.8K +22 +1%
Nomura Holdings
481
Nomura Holdings
Japan
$968K -$2.71M -4,313 -73%
SLG
482
Stanley-Laman Group
Pennsylvania
$945K -$11.3M -18,074 -92%
MFG
483
Merit Financial Group
Georgia
$938K – – –
GAM
484
Gotham Asset Management
New York
$937K +$473K +754 +97%
ASN
485
Advisory Services Network
Georgia
$931K -$124K -198 -12%
IMRF
486
Illinois Municipal Retirement Fund
Illinois
$917K +$309K +493 +49%
Jennison Associates
487
Jennison Associates
New York
$892K +$913K +1,456 New
CANY
488
Caxton Associates (New York)
New York
$884K +$905K +1,443 New
MLL
489
Moody Lynn & Lieberson
Massachusetts
$862K +$1.88K +3 +0.2%
SIA
490
Schechter Investment Advisors
Michigan
$858K +$879K +1,402 New
BP
491
Ballentine Partners
Massachusetts
$855K +$627 +1 +0.1%
JF
492
JSF Financial
California
$854K +$47K +75 +6%
RCA
493
Roberts Capital Advisors
Colorado
$850K +$870K +1,387 New
SSA
494
Schonfeld Strategic Advisors
New York
$848K -$4.04M -6,439 -82%
EF
495
Empirical Finance
Pennsylvania
$848K +$234K +373 +37%
D.E. Shaw & Co
496
D.E. Shaw & Co
New York
$848K +$606K +967 +231%
CF
497
Copperwynd Financial
Arizona
$847K +$50.8K +81 +6%
PA
498
Profund Advisors
Maryland
$841K +$63.3K +101 +8%
CAG
499
Csenge Advisory Group
Florida
$827K -$73.4K -117 -7%
DF
500
Donoghue Forlines
Massachusetts
$826K +$432K +689 +105%
18 19
20
21 22

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.