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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 %
CCM
626
Copeland Capital Management
Pennsylvania
$348K +$6.74K +11 +2%
CS
627
Comerica Securities
Michigan
$347K +$9.18K +15 +3%
JAFL
628
Jay A. Fishman Ltd
Michigan
$346K -$7.35K -12 -2%
CB
629
CNB Bank
Pennsylvania
$346K +$12.9K +21 +4%
EN1L
630
Engine No 1 LLC
California
$346K +$71.7K +117 +26%
TEC
631
Tiger Eye Capital
Tennessee
$342K – – –
TA
632
Tectonic Advisors
Texas
$341K – – –
AA
633
Ancora Advisors
Ohio
$340K – – –
FDCDDQ
634
Federation des caisses Desjardins du Quebec
Quebec, Canada
$337K +$99.2K +162 +42%
CWM
635
Cornerstone Wealth Management
Missouri
$336K +$336K +547 New
DWM
636
Drive Wealth Management
Utah
$333K +$333K +544 New
IA
637
IFP Advisors
Florida
$329K +$93.8K +152 +40%
TWC
638
TD Waterhouse Canada
Ontario, Canada
$326K +$326K +478 New
SCM
639
Shelton Capital Management
Colorado
$325K – – –
ACA
640
Atlas Capital Advisors
Wyoming
$324K – – –
FP
641
Foundry Partners
Minnesota
$318K – – –
AAM
642
Aureus Asset Management
Massachusetts
$316K – – –
FA
643
Fermata Advisors
California
$313K -$3.68K -6 -1%
NIMI
644
Natixis Investment Managers International
France
$309K -$119K -195 -28%
RCAG
645
Rehmann Capital Advisory Group
Michigan
$304K +$3.07K +5 +1%
GL
646
Graypoint LLC
New York
$300K +$80.8K +132 +37%
TCM
647
Teza Capital Management
Illinois
$300K +$300K +489 New
VC
648
Veracity Capital
Georgia
$298K +$23.9K +39 +9%
PFS
649
Prospera Financial Services
Texas
$297K +$78.8K +129 +36%
AIM
650
Anchor Investment Management
South Carolina
$295K +$4.29K +7 +1%
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