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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 %
SFM
751
Signet Financial Management
New Jersey
$36K +$36K +58 New
CAM
752
Close Asset Management
United Kingdom
$34K – – –
FMII
753
Farmers & Merchants Investments Inc
Nebraska
$34K – – –
A
754
AustralianSuper
Australia
$32.7K +$10.1K +17,083 +45%
HNB
755
Huntington National Bank
Ohio
$32K – – –
WWM
756
Wolff Wiese Magana
California
$32K +$1.21K +2 +4%
FCA
757
FinTrust Capital Advisors
South Carolina
$31K -$7.29K -12 -19%
AAP
758
Arax Advisory Partners
Colorado
$31K -$5.58K -9 -15%
CA
759
CoreCap Advisors
Michigan
$31K +$31K +51 New
AF
760
Advisornet Financial
Minnesota
$30K +$15.9K +26 +113%
AF
761
Allworth Financial
California
$29K +$9.87K +16 +52%
PGAM
762
Princeton Global Asset Management
New Jersey
$28K – – –
SC
763
Sierra Capital
Florida
$28K +$3.04K +5 +12%
AIL
764
AGF Investments LLC
Ontario, Canada
$27K -$58.3K -95 -68%
WT
765
Washington Trust
Rhode Island
$27K – – –
EPM
766
Equitec Proprietary Markets
Illinois
$26K +$26K +43 New
CYG
767
Clean Yield Group
Vermont
$25K – – –
SBL
768
Sargent Bickham Lagudis
Colorado
$25K +$610 +1 +3%
AFG
769
Albion Financial Group
Utah
$25K +$11K +18 +78%
AWM
770
Accel Wealth Management
Iowa
$23K – – –
EARNEST Partners
771
EARNEST Partners
Georgia
$23K – – –
QC
772
Quent Capital
New York
$21K +$21K +35 New
KTC
773
Kistler-Tiffany Companies
Pennsylvania
$20K – – –
PB
774
Pinnacle Bancorp
Nebraska
$20K – – –
ZIG
775
Zullo Investment Group
Pennsylvania
$20K +$20K +33 New
29 30
31
32 33