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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 %
FPA
651
First Pacific Advisors
California
$294K – – –
IAA
652
Independent Advisor Alliance
North Carolina
$292K +$41.6K +68 +17%
MFS
653
Mirabella Financial Services
United Kingdom
$290K +$290K +473 New
SWM
654
Spire Wealth Management
Virginia
$287K +$84.4K +138 +42%
SCA
655
Snowden Capital Advisors
New York
$286K -$480K -783 -63%
BAM
656
Barrett Asset Management
New York
$283K -$1.84K -3 -0.6%
FT
657
Fiduciary Trust
Massachusetts
$282K – – –
STC
658
Sarah T. Connolly
$282K +$52.1K +85 +23%
TA
659
TrueWealth Advisors
Alabama
$278K +$278K +453 New
AAM
660
Arabesque Asset Management
United Kingdom
$270K +$1.84K +3 +0.7%
EWA
661
EP Wealth Advisors
California
$265K +$8.57K +14 +3%
ETC
662
Exchange Traded Concepts
Oklahoma
$265K +$117K +191 +79%
PCA
663
Pallas Capital Advisors
Massachusetts
$264K -$35.1K -70 -12%
WFI
664
West Family Investments
California
$263K -$25.1K -41 -9%
PGFC
665
Peapack-Gladstone Financial Corp
New Jersey
$260K +$34.3K +56 +15%
ST
666
Smithfield Trust
Pennsylvania
$259K -$43.7K -71 -14%
JAM
667
JCIC Asset Management
Ontario, Canada
$259K +$27.6K +45 +12%
RSWM
668
Robertson Stephens Wealth Management
California
$258K +$258K +422 New
Northwestern Mutual Wealth Management
669
Northwestern Mutual Wealth Management
Wisconsin
$256K +$76.7K +125 +43%
Carson Wealth (CWM LLC)
670
Carson Wealth (CWM LLC)
Nebraska
$253K +$253K +413 New
FFM
671
Forum Financial Management
Illinois
$251K +$251K +409 New
MA
672
MJP Associates
Connecticut
$249K +$47.1K +79 +23%
CIA
673
Choate Investment Advisors
Massachusetts
$248K +$18.4K +30 +8%
WTA
674
Washington Trust Advisors
Massachusetts
$247K +$247K +404 New
XT
675
XTX Topco
Cayman Islands
$246K -$135K -220 -35%
25 26
27
28 29