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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 %
LNWWM
501
Laird Norton Wetherby Wealth Management
California
$823K -$26.4K -43 -3%
IRF
502
IBM Retirement Fund
New York
$819K -$567K -925 -41%
IWA
503
Intercontinental Wealth Advisors
Texas
$811K +$346K +565 +74%
Verition Fund Management
504
Verition Fund Management
Connecticut
$809K +$809K +1,321 New
TW
505
Transform Wealth
Colorado
$804K -$122K -199 -13%
PDN
506
Pensionfund DSM Netherlands
Netherlands
$796K – – –
FTDI
507
First Trust Direct Indexing
Massachusetts
$796K +$270K +441 +51%
TI
508
Tidal Investments
Wisconsin
$795K +$107K +175 +16%
GC
509
Gilbert & Cook
Iowa
$789K +$102K +166 +15%
KPWS
510
Kestra Private Wealth Services
Texas
$786K +$506K +826 +181%
QC
511
Quadrature Capital
United Kingdom
$781K +$781K +1,276 New
SPC
512
Sigma Planning Corp
Michigan
$778K +$30.6K +50 +4%
MCIA
513
Mountain Capital Investment Advisors
Colorado
$776K +$123K +223 +19%
ORI
514
Oak Ridge Investments
Illinois
$769K +$769K +1,255 New
IEFM
515
IQ EQ Fund Management
Ireland
$766K -$354K -577 -32%
AWM
516
Apollon Wealth Management
South Carolina
$755K +$433K +707 +134%
PCS
517
Personal CFO Solutions
New Jersey
$741K +$12.2K +20 +2%
MFG
518
Menard Financial Group
Texas
$735K -$94.9K -155 -11%
WFC
519
Western Financial Corp
California
$735K +$144K +235 +24%
FRA
520
Frank Rimerman Advisors
California
$730K +$94.4K +154 +15%
AssetMark Inc
521
AssetMark Inc
California
$728K +$651K +1,063 +844%
VI
522
Vestcor Inc
New Brunswick, Canada
$717K -$585K -955 -45%
IFWM
523
Institute for Wealth Management
Colorado
$716K -$22.1K -36 -3%
KeyBank National Association
524
KeyBank National Association
Ohio
$706K -$127K -208 -15%
SS
525
Simplicity Solutions
Minnesota
$706K +$92.5K +151 +15%
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