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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 %
Mawer Investment Management
526
Mawer Investment Management
Alberta, Canada
$706K +$462K +754 +189%
WA
527
Wealth Alliance
New York
$703K -$11K -18 -2%
SAS
528
Stelac Advisory Services
New York
$697K +$50.3K +82 +8%
CAPTRUST Financial Advisors
529
CAPTRUST Financial Advisors
North Carolina
$683K -$49.7K -81 -7%
EWM
530
Evercore Wealth Management
New York
$681K – – –
RCM
531
RB Capital Management
Nevada
$671K +$85.8K +140 +15%
AIP
532
Ameritas Investment Partners
Nebraska
$662K -$20.2K -33 -3%
NA
533
Navellier & Associates
Nevada
$652K -$432K -705 -40%
JCIA
534
Jackson Creek Investment Advisors
Colorado
$651K -$3.68K -6 -0.6%
Walleye Capital
535
Walleye Capital
New York
$644K -$417K -681 -39%
CAM
536
Cresset Asset Management
Illinois
$644K -$127K -208 -17%
SBH
537
Segall Bryant & Hamill
Illinois
$635K -$89.9K -147 -12%
WCM
538
WealthBridge Capital Management
Ohio
$622K -$4.9K -8 -0.8%
LOAMS
539
Lombard Odier Asset Management (Switzerland)
Switzerland
$622K +$622K +1,016 New
HA
540
Harbor Advisors
Florida
$613K – – –
ITFISA
541
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$613K +$613K +1,000 New
C
542
Certuity
Florida
$608K +$75.3K +123 +14%
HIM
543
Hillsdale Investment Management
Ontario, Canada
$607K -$30.7K -50 -5%
CI Investments Inc
544
CI Investments Inc
Ontario, Canada
$605K -$113K -184 -16%
MYAM
545
Meiji Yasuda Asset Management
Japan
$597K +$61.2K +100 +11%
RJT
546
Raymond James Trust
Florida
$596K +$125K +204 +27%
GBT
547
Grove Bank & Trust
Florida
$595K +$43.5K +71 +8%
PTC
548
Private Trust Company
Ohio
$592K -$3.68K -6 -0.6%
CPIG
549
Chicago Partners Investment Group
Illinois
$591K -$9.59K -18 -2%
Cerity Partners
550
Cerity Partners
New York
$590K +$590K +960 New
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