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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 %
SCA
776
Stuart Chaussee & Associates
California
$19K – – –
GWSG
777
GPS Wealth Strategies Group
Colorado
$19K – – –
ST
778
Sageworth Trust
Pennsylvania
$18K -$60K -100 -77%
PMFA
779
Plante Moran Financial Advisors
Michigan
$18K +$18K +29 New
MP
780
McDonald Partners
Ohio
$16.5K +$16.5K +27 New
ACM
781
Absolute Capital Management
Pennsylvania
$16.5K +$16.5K +27 New
MCM
782
MV Capital Management
Maryland
$16K +$1.23K +2 +8%
TWM
783
Tradition Wealth Management
Minnesota
$15K – – –
WTC
784
WhitTier Trust Company
Nevada
$15K – – –
BIA
785
Bell Investment Advisors
California
$15K +$4.38K +7 +41%
C
786
Covestor
United Kingdom
$15K +$15K +24 New
CWP
787
Concord Wealth Partners
Virginia
$15K +$15K +25 New
CHA
788
Carmichael Hill & Associates
Maryland
$14K – – –
TFO
789
Tarbox Family Office
California
$14K – – –
BWM
790
BerganKDV Wealth Management
Minnesota
$13K – – –
VCM
791
Versant Capital Management
Arizona
$13K – – –
LF
792
Lee Financial
Texas
$13K +$13K +21 New
FF
793
FourThought Financial
Florida
$12K -$41.7K -66 -78%
FRA
794
Front Row Advisors
California
$12K – – –
DWA
795
Delos Wealth Advisors
Texas
$12K +$12K +20 New
TWA
796
TCI Wealth Advisors
Arizona
$11K +$1.83K +3 +20%
SFO
797
Standard Family Office
South Dakota
$11K +$11K +18 New
CFA
798
Carroll Financial Associates
North Carolina
$10K -$1.18K -2 -11%
FMP
799
Financial Management Professionals
Texas
$10K – – –
MAWCM
800
Mine & Arao Wealth Creation & Management
California
$10K +$10K +16 New
30 31
32
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