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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
TYCC
176
Texas Yale Capital Corp
Florida
$17.4M +$11.3K +18 +0.1%
Ninety One (UK)
177
Ninety One (UK)
United Kingdom
$17M +$1.88M +2,990 +12%
AIA
178
AGF Investments America
Ontario, Canada
$16.9M -$2.35M -3,747 -12%
Royal London Asset Management
179
Royal London Asset Management
United Kingdom
$16.8M -$606K -966 -3%
Aviva
180
Aviva
United Kingdom
$16.7M +$1.76M +2,802 +11%
Retirement Systems of Alabama
181
Retirement Systems of Alabama
Alabama
$16.7M -$622K -992 -4%
SOADOR
182
State of Alaska Department of Revenue
Alaska
$16.5M +$1.59M +2,531 +10%
BAM
183
Baldrige Asset Management
Pennsylvania
$16.3M -$171K -272 -1%
NIPH
184
NN Investment Partners Holdings
Netherlands
$16.2M +$548K +873 +3%
Los Angeles Capital Management
185
Los Angeles Capital Management
California
$16.1M -$102K -163 -0.6%
Mackenzie Financial
186
Mackenzie Financial
Ontario, Canada
$16M +$1.88M +2,992 +13%
PSUF
187
People's United Financial
Connecticut
$15.8M -$135K -216 -0.8%
PI
188
Putnam Investments
Massachusetts
$15.7M +$676K +1,078 +4%
TRSOTSOK
189
Teachers Retirement System of the State of Kentucky
Kentucky
$15.6M -$1.48M -2,354 -8%
KBC Group
190
KBC Group
Belgium
$15.5M +$7.93M +12,650 +100%
Lazard Asset Management
191
Lazard Asset Management
New York
$14.7M -$4.74M -7,562 -24%
Janney Montgomery Scott
192
Janney Montgomery Scott
Pennsylvania
$14.4M -$180K -287 -1%
FAF
193
Fjarde Ap-fonden
Sweden
$14.4M -$492K -785 -3%
AAF
194
Andra AP-fonden
Sweden
$14.3M +$1.19M +1,900 +9%
AB
195
Amalgamated Bank
New York
$14.2M +$2.26M +3,596 +18%
UIM
196
USS Investment Management
United Kingdom
$14.2M – – –
Ensign Peak Advisors
197
Ensign Peak Advisors
Utah
$14.1M -$1.25M -2,000 -8%
ProShare Advisors
198
ProShare Advisors
Maryland
$14.1M +$2.45M +3,903 +21%
Qube Research & Technologies (QRT)
199
Qube Research & Technologies (QRT)
United Kingdom
$13.9M +$14.2M +22,710 New
ASRS
200
Arizona State Retirement System
Arizona
$13.8M -$254K -405 -2%
6 7
8
9 10

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.