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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 %
HWM
826
HighMark Wealth Management
Minnesota
$2K – – –
BA
827
Bellwether Advisors
Nebraska
$2K – – –
TCWA
828
Ten Capital Wealth Advisors
Washington
$2K – – –
CAC
829
Core Alternative Capital
Georgia
$2K +$2K +3 New
CWM
830
Curi Wealth Management
North Carolina
$2K +$2K +4 New
S
831
Surevest
California
$2K +$2K +4 New
SC
832
SouthState Corp
Florida
$2K +$2K +4 New
GFPC
833
Global Financial Private Client
Florida
$1.23K – – –
AIC
834
Archer Investment Corporation
Indiana
$1.23K +$1.23K +2 New
LWM
835
Liberty Wealth Management
California
$1.18K -$15 -25 -1%
GWM
836
Geneos Wealth Management
Colorado
$1K -$27K -81 -96%
BAM
837
Bellevue Asset Management
Washington
$1K – – –
AWM
838
Avior Wealth Management
Nebraska
$1K – – –
SCA
839
Stonebridge Capital Advisors
Minnesota
$1K +$1K +1 New
TWP
840
TFO Wealth Partners
Ohio
$1K +$1K +1 New
CCA
841
Column Capital Advisors
Indiana
$1K +$1K +1 New
CSWM
842
Cassady Schiller Wealth Management
Ohio
$1K +$1K +2 New
TSWM
843
Tyler-Stone Wealth Management
Ohio
$1K +$1K +2 New
AA
844
Addison Advisors
Vermont
$1K +$1K +2 New
CP
845
Castleview Partners
Texas
$672 +$672 +411,892 New
WA
846
WestEnd Advisors
North Carolina
$612 +$612 +1 New
BBHC
847
Brown Brothers Harriman & Co
New York
$383 -$70 -115 -16%
HSC
848
Harbor Spring Capital
New York
– -$27.7M -45,500 Closed
CA
849
CastleArk Alternatives
Illinois
– -$18.6M -30,510 Closed
ACI
850
AMP Capital Investors
Australia
– -$18.2M -29,974 Closed
32 33
34
35 36