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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 %
FNBOO
876
First National Bank of Omaha
Nebraska
– -$273K -449 Closed
OWM
877
OneAscent Wealth Management
Alabama
– -$271K -446 Closed
KPW
878
Kore Private Wealth
New York
– -$265K -436 Closed
WG
879
Winton Group
United Kingdom
– -$265K -435 Closed
SW
880
SVB Wealth
Massachusetts
– -$260K -427 Closed
SIM
881
Stratos Investment Management
Ohio
– -$245K -403 Closed
OFS
882
OneAscent Financial Services
Alabama
– -$245K -403 Closed
FANJ
883
Financial Architects (New Jersey)
New Jersey
– -$227K -373 Closed
JF
884
Jump Financial
Illinois
– -$216K -355 Closed
TFS
885
Thoroughbred Financial Services
Tennessee
– -$209K -344 Closed
WP
886
WealthPLAN Partners
Nebraska
– -$219K -344 Closed
ACM
887
Anfield Capital Management
California
– -$201K -322 Closed
GRP
888
Global Retirement Partners
California
– -$134K -221 Closed
CI
889
CX Institutional
Indiana
– -$94K -154 Closed
SAI
890
Systematic Alpha Investments
New Jersey
– -$90K -135 Closed
APWA
891
Atlas Private Wealth Advisors
New Jersey
– -$73K -120 Closed
AWA
892
Arkadios Wealth Advisors
Georgia
– -$68K -112 Closed
HPC
893
HM Payson & Co
Maine
– -$62K -102 Closed
CFD
894
Creative Financial Designs
Indiana
– -$52K -85 Closed
DOA
895
D'Orazio & Associates
Virginia
– -$37K -61 Closed
CFA
896
Cahill Financial Advisors
Minnesota
– -$33K -55 Closed
CMF
897
Counterpoint Mutual Funds
California
– -$21K -34 Closed
UOTTAIMCU
898
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
– -$18K -30 Closed
BMD
899
Better Money Decisions
New Mexico
– -$17K -28 Closed
RA
900
Resolute Advisors
California
– -$16K -26 Closed
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