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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
Adage Capital Partners
101
Adage Capital Partners
Massachusetts
$53.9M +$125K +200 +0.2%
Citigroup
102
Citigroup
New York
$53.4M +$1.45M +2,310 +3%
Voloridge Investment Management
103
Voloridge Investment Management
Florida
$52.3M +$14.6M +23,208 +37%
Robeco Institutional Asset Management
104
Robeco Institutional Asset Management
Netherlands
$50.9M -$2.3M -3,672 -4%
SO
105
STRS Ohio
Ohio
$49.6M -$6.38M -10,166 -11%
Nordea Investment Management
106
Nordea Investment Management
Sweden
$47.2M +$2.37M +3,777 +5%
BCM
107
Bowie Capital Management
Texas
$47M -$2.47M -3,931 -5%
NP
108
NS Partners
United Kingdom
$46.7M +$180K +287 +0.4%
Canada Life
109
Canada Life
Manitoba, Canada
$46.6M +$3.45M +5,505 +8%
ZIG
110
Zurich Insurance Group
Switzerland
$46.2M -$2.34M -3,730 -5%
Millennium Management
111
Millennium Management
New York
$43.4M +$24.6M +39,196 +124%
2
112
2Xideas
Switzerland
$43.3M +$2.61M +4,162 +6%
Citadel Advisors
113
Citadel Advisors
Florida
$42.6M -$42.6M -67,866 -49%
CIBC Private Wealth Group
114
CIBC Private Wealth Group
Georgia
$40.6M -$33.9K -54 -0.1%
Stifel Financial
115
Stifel Financial
Missouri
$40.5M +$29.5K +47 +0.1%
BNP Paribas Asset Management
116
BNP Paribas Asset Management
France
$39M -$2.38M -3,802 -6%
WJWM
117
Williams Jones Wealth Management
New York
$38.7M +$2.51M +3,999 +7%
Squarepoint
118
Squarepoint
New York
$38.4M +$38.1M +60,706 +3,072%
EIP
119
Epoch Investment Partners
New York
$38.2M -$4.26M -6,787 -10%
SH
120
SeaTown Holdings
Singapore
$38.2M – – –
Assenagon Asset Management
121
Assenagon Asset Management
Luxembourg
$36.9M +$32.8M +52,373 +666%
PAMS
122
Pictet Asset Management (Switzerland)
Switzerland
$36.5M -$1.62M -2,585 -4%
JMPWA
123
JP Morgan Private Wealth Advisors
California
$35.5M +$1.07M +1,702 +3%
First Trust Advisors
124
First Trust Advisors
Illinois
$35.3M +$16M +25,532 +80%
AAP
125
Aristotle Atlantic Partners
Florida
$35.3M +$880K +1,403 +2%
3 4
5
6 7

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.