MSCI icon

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 %
CT
726
Cambridge Trust
Massachusetts
$78K +$78K +127 New
MC
727
Maverick Capital
Texas
$76K -$82.7K -135 -52%
LC
728
Lindbrook Capital
California
$74K -$1.85K -3 -2%
WPWM
729
Western Pacific Wealth Management
Illinois
$73K +$73K +120 New
JWA
730
JFS Wealth Advisors
Pennsylvania
$72K +$72K +117 New
CFO
731
CVA Family Office
Colorado
$69K +$69K +112 New
KFP
732
KB Financial Partners
New Jersey
$66K +$66K +107 New
TFS
733
TrustCore Financial Services
Tennessee
$65K – – –
SAM
734
Sycomore Asset Management
France
$64K +$64K +104 New
PFBT
735
Parkside Financial Bank & Trust
Missouri
$63K – – –
EBA
736
Eagle Bay Advisors
New York
$61K -$6.16K -10 -9%
JGIA
737
Jackson Grant Investment Advisers
Connecticut
$58K – – –
MPWT
738
MassMutual Private Wealth & Trust
Connecticut
$58K +$1.22K +2 +2%
STCOSD
739
Sageworth Trust Company of South Dakota
South Dakota
$58K +$58K +95 New
CTC
740
Central Trust Company
Missouri
$55K -$641K -1,038 -92%
CA
741
Clearstead Advisors
Ohio
$55K -$2.47K -4 -4%
FAG
742
Fortitude Advisory Group
Washington
$55K +$55K +89 New
GAM
743
Gemmer Asset Management
California
$50K – – –
MWM
744
Mascoma Wealth Management
New Hampshire
$47K +$47K +76 New
CWC
745
Carolinas Wealth Consulting
North Carolina
$44K +$15.9K +26 +57%
KFS
746
Kelly Financial Services
Massachusetts
$40.5K +$17.2K +28 +74%
POIA
747
Pin Oak Investment Advisors
Texas
$38K – – –
SFA
748
Semmax Financial Advisors
North Carolina
$37K – – –
BEI
749
Benjamin Edwards Inc
Missouri
$37K +$1.23K +2 +3%
GWS
750
Glassman Wealth Services
Virginia
$37K +$12.3K +20 +50%
28 29
30
31 32