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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 %
FC
551
Forte Capital
New York
$585K -$22.7K -37 -4%
BPA
552
Beacon Pointe Advisors
California
$581K -$4.3M -7,015 -88%
TC
553
Telemus Capital
Michigan
$581K +$52.7K +86 +10%
WI
554
WrapManager Inc
California
$578K -$17.8K -29 -3%
CCM
555
Coldstream Capital Management
Washington
$567K +$567K +925 New
BCFD
556
Boit C.F. David
$558K – – –
WSFS
557
Wilmington Savings Fund Society
Delaware
$554K – – –
VI
558
Versor Investments
New York
$551K +$551K +900 New
PWM
559
Perigon Wealth Management
California
$537K – – –
RC
560
RegentAtlantic Capital
New Jersey
$534K -$31.2K -51 -6%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
561
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$533K -$12.2M -19,940 -96%
FA
562
Faithward Advisors
Pennsylvania
$530K -$2.3M -3,761 -81%
SFI
563
Siemens Fonds Invest
Germany
$529K +$1.84K +3 +0.3%
CGL
564
Clarius Group LLC
Washington
$528K -$35K -57 -6%
PG
565
Pendal Group
Australia
$528K +$528K +862 New
TCBWMS
566
Texas Capital Bank Wealth Management Services
Texas
$521K – – –
MPPW
567
Mitchell & Pahl Private Wealth
Oklahoma
$519K +$85.2K +139 +20%
ALAM
568
Asahi Life Asset Management
Japan
$518K +$273K +445 +111%
PFO
569
Pathstone Family Office
New Jersey
$513K +$277K +451 +117%
CCA
570
Checchi Capital Advisers
California
$510K -$7.96K -13 -2%
MCM
571
MAI Capital Management
Ohio
$504K +$36.2K +59 +8%
GC
572
GFG Capital
Florida
$501K +$11K +18 +2%
TAM
573
Trust Asset Management
Texas
$494K – – –
IP
574
Intellectus Partners
California
$493K -$7.96K -13 -2%
RA
575
RFG Advisory
Alabama
$486K +$34.3K +56 +8%
21 22
23
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