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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
$4.12B
2
Winslow Capital Management
Winslow Capital Management
Minnesota
$249M
3
State Street
State Street
Massachusetts
$2.24B
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$150M
5
Geode Capital Management
Geode Capital Management
Massachusetts
$933M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.39B
2
Capital International Investors
Capital International Investors
California
$742M
3
American Century Companies
American Century Companies
Missouri
$730M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$341M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$135M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
701
Bruderman Asset Management
New York
$208K – – –
SC
702
Savant Capital
Illinois
$204K +$204K +333 New
QCG
703
Quadrant Capital Group
Ohio
$203K +$1.22K +2 +0.6%
TW
704
TrinityPoint Wealth
Connecticut
$202K -$7.37K -12 -4%
GCM
705
Gladius Capital Management
Illinois
$187K +$187K +305 New
DGAM
706
Desjardins Global Asset Management
Quebec, Canada
$159K +$159K +260 New
GLLW
707
Graves Light Lenhart Wealth
Virginia
$156K – – –
WT
708
Whittier Trust
California
$151K +$36.8K +60 +32%
MIM
709
Meridiem Investment Management
United Kingdom
$150K – – –
JIR
710
James Investment Research
Ohio
$126K -$47.9K -78 -28%
CA
711
Cornerstone Advisory
Maryland
$124K +$124K +203 New
BAM
712
Belpointe Asset Management
Nevada
$119K -$23.4K -38 -16%
CFB
713
Cullen/Frost Bankers
Texas
$119K – – –
AP
714
Arlington Partners
Alabama
$119K +$48.8K +80 +70%
HI
715
Harbour Investments
Wisconsin
$118K -$82.5K -135 -41%
PCG
716
Private Capital Group
Connecticut
$118K – – –
GCGDR
717
Geo Capital Gestora de Recursos
Brazil
$117K +$8.58K +14 +8%
AS
718
Altshuler Shaham
Israel
$115K -$213K -348 -65%
AWA
719
Amplius Wealth Advisors
Pennsylvania
$112K +$112K +184 New
SOW
720
State of Wyoming
Wyoming
$97K -$5.49K -9 -5%
SWM
721
Selective Wealth Management
Virginia
$92K – – –
SC
722
Seldon Capital
California
$88K +$88K +143 New
LAS
723
Lloyd Advisory Services
Georgia
$81K +$12.9K +21 +19%
CAL
724
Capital Advisors Ltd
Ohio
$81K +$81K +132 New
GM
725
GeoWealth Management
Illinois
$79K +$10.4K +17 +15%
27 28
29
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