We are live on ! Find out more
MSCI icon

MSCI
MSCI

850 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, 339 increasing their positions, 281 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 65

21% more repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 281

5% more funds holding

Funds holding: 807 → 850 (+43)

0.1% more ownership

Funds ownership: 89.92% → 90.02% (+0.1%)

0% less capital invested

Capital invested by funds: $45B → $44.9B (-$116M)

18% less funds holding in top 10

Funds holding in top 10: 22 → 18 (-4)

23% less call options, than puts

Call options by funds: $140M | Put options by funds: $182M

Holders
850
Holders Change
+43
Holders Change %
+5.33%
% 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
339
Reduced
281
Closed
65
Calls
$140M
Puts
$182M
Net Calls
-$41.6M
Net Calls Change
+$120M

Top Buyers

1
BlackRock
BlackRock
New York
+$226M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
+$50.4M
3
State Street
State Street
Massachusetts
+$48.8M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$46.9M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$45M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$532M
2
Capital International Investors
Capital International Investors
California
-$137M
3
American Century Companies
American Century Companies
Missouri
-$96.1M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$69.5M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$58M
Name Holding Trade Value Shares
Change 		Change in
Stake
HSC
851
Harbor Spring Capital
New York
– -$27.7M -45,500 Closed
CA
852
CastleArk Alternatives
Illinois
– -$18.6M -30,510 Closed
ACI
853
AMP Capital Investors
Australia
– -$18.2M -29,974 Closed
SI
854
Scout Investments
Missouri
– -$6.61M -10,861 Closed
BCM
855
Barometer Capital Management
Ontario, Canada
– -$4.88M -8,038 Closed
CM
856
Capula Management
Cayman Islands
– -$3.9M -6,411 Closed
TC
857
TwinBeech Capital
New York
– -$3.59M -5,902 Closed
AIM
858
Achmea Investment Management
Netherlands
– -$3.45M -5,669 Closed
MGIM
859
M&G Investment Management
United Kingdom
– -$2.58K -4,240 Closed
Mirae Asset Global Investments
860
Mirae Asset Global Investments
South Korea
– -$2.5M -4,101 Closed
YIH
861
Y-Intercept (HK)
Hong Kong
– -$1.94M -3,195 Closed
MAM
862
Meeder Asset Management
Ohio
– -$1.82M -2,986 Closed
CC
863
Centiva Capital
New York
– -$1.3M -2,132 Closed
Simplex Trading
864
Simplex Trading
Illinois
– -$1.15M -1,827 Closed
PC
865
Pier Capital
Connecticut
– -$989K -1,625 Closed
BA
866
Bridgewater Associates
Connecticut
– -$922K -1,516 Closed
TSS
867
Two Sigma Securities
New York
– -$837K -1,376 Closed
AIM
868
Aigen Investment Management
New York
– -$700K -1,151 Closed
CCG
869
Capital CS Group
California
– -$578K -947 Closed
BG
870
Bellevue Group
Switzerland
– -$496K -816 Closed
WCA
871
Waratah Capital Advisors
Ontario, Canada
– -$443K -729 Closed
USCWA
872
U.S. Capital Wealth Advisors
Texas
– -$377K -620 Closed
1832 Asset Management
873
1832 Asset Management
Ontario, Canada
– -$348K -566 Closed
PFA
874
Pinnacle Family Advisors
Missouri
– -$343K -564 Closed
BC
875
Bridgefront Capital
Texas
– -$335K -551 Closed
33 34
35
36 37

MSCI Hedge Fund Activity: Q4 2021 in Review

850 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in MSCI (MSCI) for Q4 2021, worth a combined $44.9B — down 0.26% from $45B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new MSCI positions and 65 closed out — a net gain of 57 holders — while 339 added to existing stakes and 281 trimmed.

The largest buyer was BlackRock, adding an estimated $226M. The largest seller was T. Rowe Price Associates, cutting an estimated $532M.

  • 850 institutional investors held MSCI (MSCI) as of Q4 2021, up from 807 in Q3 2021.
  • Funds reported $44.9B of MSCI stock for Q4 2021, down 0.26% quarter-over-quarter.
  • 122 funds opened new MSCI positions in Q4 2021 and 65 closed out, a net change of +57 holders.
  • The largest MSCI buyer in Q4 2021 was BlackRock, an estimated $226M added.
  • The largest MSCI seller in Q4 2021 was T. Rowe Price Associates, an estimated $532M sold.

Based on aggregated 13F filings for Q4 2021.