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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 %
FGAM
801
Financial Gravity Asset Management
Texas
$9.59K +$9.58K +17,148 +107,175%
CCC
802
Crescent Capital Consulting
Louisiana
$9K – – –
SGAM
803
Smith Group Asset Management
Texas
$9K +$9K +15 New
DHGWA
804
Dixon Hughes Goodman Wealth Advisors
North Carolina
$8K +$8K +13 New
VNA
805
Valley National Advisers
Pennsylvania
$7K – – –
MCM
806
Manchester Capital Management
Vermont
$7K – – –
EAM
807
Eukles Asset Management
Ohio
$7K – – –
TJHA
808
Thomas J. Herzfeld Advisors
Florida
$6K +$600 +1 +11%
JFA
809
JNBA Financial Advisors
Minnesota
$5K -$75.6K -121 -94%
SWA
810
Sutton Wealth Advisors
Florida
$4.29K +$1.84K +3 +75%
HIA
811
Harbor Investment Advisory
Maryland
$4K -$10K -15 -71%
PWMG
812
Prestige Wealth Management Group
New Jersey
$4K – – –
ADL
813
Asset Dedication LLC
California
$4K – – –
BWA
814
BDO Wealth Advisors
Florida
$4K – – –
AWM
815
Atticus Wealth Management
Florida
$4K – – –
SFG
816
Steward Financial Group
Texas
$4K +$4K +8 New
MG
817
MilWealth Group
Wisconsin
$3.06K – – –
ECM
818
Estabrook Capital Management
New York
$3.06K +$3.06K +5 New
FNBOSM
819
First National Bank of South Miami
Florida
$3K – – –
KFI
820
Key Financial Inc
Pennsylvania
$3K – – –
SC
821
Schubert & Co
Texas
$3K +$3K +5 New
NFSG
822
Newbridge Financial Services Group
Florida
$3K +$3K +5 New
LWA
823
Lenox Wealth Advisors
New York
$2K -$15.3K -23 -88%
HWM
824
HighMark Wealth Management
Minnesota
$2K – – –
TCWA
825
Ten Capital Wealth Advisors
Washington
$2K – – –
31 32
33
34 35