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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 %
Point72 Asset Management
476
Point72 Asset Management
Connecticut
$980K -$2.27M -3,700 -70%
SSWM
477
Sheets Smith Wealth Management
North Carolina
$977K +$99.3K +162 +11%
CHC
478
City Holding Co
West Virginia
$972K +$11K +22 +1%
Nomura Holdings
479
Nomura Holdings
Japan
$968K -$2.64M -4,313 -73%
SLG
480
Stanley-Laman Group
Pennsylvania
$945K -$11.1M -18,074 -92%
MFG
481
Merit Financial Group
Georgia
$938K – – –
GAM
482
Gotham Asset Management
New York
$937K +$462K +754 +97%
ASN
483
Advisory Services Network
Georgia
$931K -$121K -198 -12%
IMRF
484
Illinois Municipal Retirement Fund
Illinois
$917K +$302K +493 +49%
Jennison Associates
485
Jennison Associates
New York
$892K +$892K +1,456 New
CANY
486
Caxton Associates (New York)
New York
$884K +$884K +1,443 New
MLL
487
Moody Lynn & Lieberson
Massachusetts
$862K +$1.84K +3 +0.2%
SIA
488
Schechter Investment Advisors
Michigan
$858K +$858K +1,402 New
BP
489
Ballentine Partners
Massachusetts
$855K +$612 +1 +0.1%
JF
490
JSF Financial
California
$854K +$46K +75 +6%
RCA
491
Roberts Capital Advisors
Colorado
$850K +$850K +1,387 New
SSA
492
Schonfeld Strategic Advisors
New York
$848K -$3.95M -6,439 -82%
EF
493
Empirical Finance
Pennsylvania
$848K +$229K +373 +37%
D.E. Shaw & Co
494
D.E. Shaw & Co
New York
$848K +$592K +967 +231%
CF
495
Copperwynd Financial
Arizona
$847K +$49.6K +81 +6%
PA
496
Profund Advisors
Maryland
$841K +$61.9K +101 +8%
CAG
497
Csenge Advisory Group
Florida
$827K -$62.5K -117 -7%
DF
498
Donoghue Forlines
Massachusetts
$826K +$422K +689 +105%
IA
499
IndexIQ Advisors
New York
$825K -$23.3K -38 -3%
LWAC
500
Laurel Wealth Advisors (California)
California
$825K +$825K +1,346 New
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