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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
CPIG
551
Chicago Partners Investment Group
Illinois
$591K -$11.3K -18 -2%
Cerity Partners
552
Cerity Partners
New York
$590K +$602K +960 New
FC
553
Forte Capital
New York
$585K -$23.2K -37 -4%
BPA
554
Beacon Pointe Advisors
California
$581K -$4.4M -7,015 -88%
TC
555
Telemus Capital
Michigan
$581K +$53.9K +86 +10%
WI
556
WrapManager Inc
California
$578K -$18.2K -29 -3%
CCM
557
Coldstream Capital Management
Washington
$567K +$580K +925 New
BCFD
558
Boit C.F. David
$558K – – –
WSFS
559
Wilmington Savings Fund Society
Delaware
$554K – – –
VI
560
Versor Investments
New York
$551K +$564K +900 New
PWM
561
Perigon Wealth Management
California
$537K – – –
RC
562
RegentAtlantic Capital
New Jersey
$534K -$32K -51 -6%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
563
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$533K -$12.5M -19,940 -96%
FA
564
Faithward Advisors
Pennsylvania
$530K -$2.36M -3,761 -81%
SFI
565
Siemens Fonds Invest
Germany
$529K +$1.88K +3 +0.3%
CGL
566
Clarius Group LLC
Washington
$528K -$35.8K -57 -6%
PG
567
Pendal Group
Australia
$528K +$541K +862 New
TCBWMS
568
Texas Capital Bank Wealth Management Services
Texas
$521K – – –
MPPW
569
Mitchell & Pahl Private Wealth
Oklahoma
$519K +$87.2K +139 +20%
ALAM
570
Asahi Life Asset Management
Japan
$518K +$279K +445 +111%
PFO
571
Pathstone Family Office
New Jersey
$513K +$283K +451 +117%
CCA
572
Checchi Capital Advisers
California
$510K -$8.15K -13 -2%
MCM
573
MAI Capital Management
Ohio
$504K +$37K +59 +8%
GC
574
GFG Capital
Florida
$501K +$11.3K +18 +2%
TAM
575
Trust Asset Management
Texas
$494K – – –
21 22
23
24 25

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.