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MSCI
MSCI

850 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, 339 increasing their positions, 281 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 65

21% more repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 281

5% more funds holding

Funds holding: 807 → 850 (+43)

0.1% more ownership

Funds ownership: 89.92% → 90.02% (+0.1%)

0% less capital invested

Capital invested by funds: $45B → $44.9B (-$116M)

18% less funds holding in top 10

Funds holding in top 10: 22 → 18 (-4)

23% less call options, than puts

Call options by funds: $140M | Put options by funds: $182M

Holders
850
Holders Change
+43
Holders Change %
+5.33%
% 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
339
Reduced
281
Closed
65
Calls
$140M
Puts
$182M
Net Calls
-$41.6M
Net Calls Change
+$120M

Top Buyers

1
BlackRock
BlackRock
New York
+$226M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
+$50.4M
3
State Street
State Street
Massachusetts
+$48.8M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$46.9M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$45M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$532M
2
Capital International Investors
Capital International Investors
California
-$137M
3
American Century Companies
American Century Companies
Missouri
-$96.1M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$69.5M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$58M
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
51
Goldman Sachs
New York
$166M -$9.87M -15,742 -5%
ESCM
52
Echo Street Capital Management
New York
$163M +$2.94M +4,692 +2%
Allianz Asset Management
53
Allianz Asset Management
Germany
$162M +$5.39M +8,589 +3%
Axa
54
Axa
France
$151M -$20.4M -32,514 -12%
Arrowstreet Capital
55
Arrowstreet Capital
Massachusetts
$150M +$46.9M +74,756 +44%
Victory Capital Management
56
Victory Capital Management
Texas
$150M -$18.5M -29,574 -11%
Chevy Chase Trust
57
Chevy Chase Trust
Maryland
$149M -$2.23M -3,553 -1%
Sumitomo Mitsui Trust Group
58
Sumitomo Mitsui Trust Group
Japan
$138M -$6.37M -10,158 -4%
Russell Investments Group
59
Russell Investments Group
United Kingdom
$137M +$2.2M +3,509 +2%
Lord, Abbett & Co
60
Lord, Abbett & Co
New Jersey
$135M -$58M -92,477 -30%
Fundsmith LLP
61
Fundsmith LLP
United Kingdom
$129M +$283K +451 +0.2%
Amundi
62
Amundi
France
$128M +$13.1M +20,846 +9%
Capital Research Global Investors
63
Capital Research Global Investors
California
$127M +$59K +94 +0%
Fisher Asset Management
64
Fisher Asset Management
Washington
$126M +$6.6M +10,522 +5%
FCM
65
Frontier Capital Management
Massachusetts
$121M -$9.56M -15,237 -7%
Envestnet Asset Management
66
Envestnet Asset Management
Illinois
$120M +$6.64M +10,592 +6%
FPP
67
Findlay Park Partners
United Kingdom
$115M – – –
ACP
68
Atalan Capital Partners
New York
$113M – – –
HSBC Holdings
69
HSBC Holdings
United Kingdom
$110M +$34.8M +55,470 +45%
California Public Employees Retirement System
70
California Public Employees Retirement System
California
$108M -$2.47M -3,932 -2%
SEI Investments
71
SEI Investments
Pennsylvania
$98.6M +$10.6M +16,938 +12%
SOMRS
72
State of Michigan Retirement System
Michigan
$97.1M +$11.8M +18,800 +13%
Schroder Investment Management Group
73
Schroder Investment Management Group
United Kingdom
$95.5M -$37.8M -60,216 -28%
TD Asset Management
74
TD Asset Management
Ontario, Canada
$94.1M +$10.9M +17,417 +13%
UBS Group
75
UBS Group
Switzerland
$93.2M -$34.5M -55,043 -27%
1 2
3
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MSCI Hedge Fund Activity: Q4 2021 in Review

850 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in MSCI (MSCI) for Q4 2021, worth a combined $44.9B — down 0.26% from $45B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new MSCI positions and 65 closed out — a net gain of 57 holders — while 339 added to existing stakes and 281 trimmed.

The largest buyer was BlackRock, adding an estimated $226M. The largest seller was T. Rowe Price Associates, cutting an estimated $532M.

  • 850 institutional investors held MSCI (MSCI) as of Q4 2021, up from 807 in Q3 2021.
  • Funds reported $44.9B of MSCI stock for Q4 2021, down 0.26% quarter-over-quarter.
  • 122 funds opened new MSCI positions in Q4 2021 and 65 closed out, a net change of +57 holders.
  • The largest MSCI buyer in Q4 2021 was BlackRock, an estimated $226M added.
  • The largest MSCI seller in Q4 2021 was T. Rowe Price Associates, an estimated $532M sold.

Based on aggregated 13F filings for Q4 2021.