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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 %
BEC
676
Blue Edge Capital
Virginia
$245K – – –
KWM
677
Kolinsky Wealth Management
New Jersey
$241K +$241K +394 New
GA
678
GraniteShares Advisors
New York
$238K +$238K +389 New
MNBTD
679
Moody National Bank Trust Division
Texas
$232K -$58.2K -95 -20%
ONB
680
Old National Bancorp
Indiana
$231K +$3.06K +5 +1%
APA
681
American Portfolios Advisors
New York
$228K -$27.6K -45 -11%
VF
682
Virtu Financial
New York
$226K +$226K +369 New
FCH
683
Freestone Capital Holdings
Washington
$225K +$225K +368 New
VAM
684
Vienna Asset Management
California
$225K +$225K +368 New
Manulife (Manufacturers Life Insurance)
685
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$225K +$12.3K +20,019 +6%
ATPW
686
Ashton Thomas Private Wealth
Arizona
$222K -$4.29K -7 -2%
BCM
687
Buckhead Capital Management
Georgia
$221K – – –
DWM
688
Darwin Wealth Management
Florida
$221K +$221K +429 New
IAN
689
Integrated Advisors Network
Texas
$220K +$220K +359 New
UB
690
UMB Bank
Missouri
$220K +$220K +360 New
PCM
691
Penserra Capital Management
California
$219K -$607K -992 -73%
JCM
692
Jacobi Capital Management
Pennsylvania
$219K – – –
LF
693
Lantz Financial
Illinois
$219K +$5.52K +9 +3%
GA
694
Geller Advisors
New York
$214K -$611 -1 -0.3%
CWM
695
Chesapeake Wealth Management
Virginia
$214K +$3.06K +5 +1%
SFA
696
Sequoia Financial Advisors
Ohio
$214K +$214K +350 New
KCM
697
Kathmere Capital Management
Pennsylvania
$211K -$31.3K -51 -13%
PCM
698
Presidio Capital Management
California
$211K +$211K +345 New
CFO
699
Collective Family Office
Pennsylvania
$210K – – –
MC
700
Machina Capital
France
$208K -$168K -274 -45%
26 27
28
29 30