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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 %
PAM
601
Paradigm Asset Management
New York
$429K -$61.3K -100 -13%
Lido Advisors
602
Lido Advisors
California
$428K -$9.19K -15 -2%
HSA
603
HBK Sorce Advisory
Pennsylvania
$428K – – –
RT
604
Rockland Trust
Massachusetts
$426K +$9.19K +15 +2%
OIA
605
OneDigital Investment Advisors
Kansas
$425K -$12.9K -21 -3%
MFW
606
Meristem Family Wealth
Minnesota
$424K -$57.6K -94 -12%
Group One Trading
607
Group One Trading
Illinois
$409K -$364K -593 -47%
FMLI
608
Fukoku Mutual Life Insurance
Japan
$404K -$698K -1,140 -63%
MAM
609
Magellan Asset Management
Australia
$399K +$109K +178 +38%
WF
610
Welch & Forbes
Massachusetts
$398K – – –
ZB
611
Zions Bancorporation
Utah
$398K +$56.3K +92 +16%
AC
612
ASB Consultores
Florida
$395K +$395K +644 New
P
613
Pitcairn
Pennsylvania
$393K -$6.74K -11 -2%
EI
614
Ellevest Inc
New York
$390K +$13.5K +22 +4%
WANY
615
Wealthspire Advisors (New York)
New York
$390K +$15.9K +26 +4%
HFM
616
Harvest Fund Management
China
$389K +$60.6K +99 +18%
USGIU
617
U.S. Global Investors (USGI)
Texas
$388K – – –
AWA
618
Arete Wealth Advisors
Illinois
$383K -$33.4K -56 -8%
IWC
619
Integrated Wealth Concepts
Massachusetts
$377K -$21.5K -35 -5%
FHA
620
Flagship Harbor Advisors
Massachusetts
$375K -$23.9K -39 -6%
ARC
621
Advisor Resource Council
Texas
$372K +$112K +183 +43%
AG
622
AIA Group
Hong Kong
$366K +$125K +204 +52%
FAM
623
Fenimore Asset Management
New York
$350K +$350K +572 New
SA
624
SRN Advisors
Pennsylvania
$349K +$349K +570 New
AT
625
American Trust
Kentucky
$349K +$349K +569 New
23 24
25
26 27