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MSCI
MSCI

Overview Fund Activity

682 hedge funds and large institutions have $26.6B invested in MSCI in 2020 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 228 increasing their positions, 287 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
682
Holders Change
+31
Holders Change %
+4.76%
% of All Funds
13.8%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.2%
New
89
Increased
228
Reduced
287
Closed
54
Calls
$166M
Puts
$93.8M
Net Calls
+$72.5M
Net Calls Change
+$80.8M

Top Buyers

1
MCM
Melvin Capital Management
New York
$134M
2
Capital International Investors
Capital International Investors
California
$464M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1B
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$243M
5
Allianz Asset Management
Allianz Asset Management
Germany
$134M

Top Sellers

1
CWG
C WorldWide Group
Denmark
$2.4M
2
Polen Capital Management
Polen Capital Management
Florida
$644M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$1.04B
4
Vanguard Group
Vanguard Group
Pennsylvania
$3.18B
5
CTA
Carillon Tower Advisers
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
226
Mercer Global Advisors
Colorado
$5.91M +$388K +1,088 +7%
CFG
227
Cambridge Financial Group
Ohio
$5.91M -$2.91M -8,160 -33%
SLG
228
Stanley-Laman Group
Pennsylvania
$5.88M +$5.54M +15,515 +1,593%
UCFA
229
United Capital Financial Advisors
Texas
$5.78M +$357 +1 +0%
DILIC
230
Dai-ichi Life Insurance Company
Japan
$5.67M -$118K -332 -2%
MLICM
231
Metropolitan Life Insurance Company (MetLife)
New York
$5.63M -$326K -915 -5%
KJHP
232
K.J. Harrison & Partners
Ontario, Canada
$5.57M – – –
URS
233
Utah Retirement Systems
Utah
$5.56M -$71.4K -200 -1%
WBC
234
Westpac Banking Corp
Australia
$5.54M +$3.19M +8,949 +136%
FIM
235
Freedom Investment Management
Connecticut
$5.53M +$272K +761 +5%
Two Sigma Investments
236
Two Sigma Investments
New York
$5.5M +$5.5M +15,405 New
TPSF
237
Texas Permanent School Fund
Texas
$5.48M +$134K +377 +3%
MGWM
238
Marks Group Wealth Management
Minnesota
$5.43M +$208K +583 +4%
CB
239
Commerce Bank
Missouri
$5.36M +$116K +326 +2%
MC
240
Middleton & Co
Massachusetts
$5.32M +$2.76M +7,749 +108%
MCM
241
Marsico Capital Management
Colorado
$5.31M – – –
BCIM
242
British Columbia Investment Management
British Columbia, Canada
$5.26M +$412K +1,154 +8%
ProShare Advisors
243
ProShare Advisors
Maryland
$5.18M -$117K -328 -2%
BS
244
Banco Santander
Spain
$5.08M +$3.5M +9,809 +222%
ELI
245
Empire Life Investments
Ontario, Canada
$4.83M +$9.99K +28 +0.2%
DBG
246
De Burlo Group
Massachusetts
$4.82M +$4.82M +13,500 New
ACM
247
Aubrey Capital Management
United Kingdom
$4.74M – – –
NIPH
248
NN Investment Partners Holdings
Netherlands
$4.66M +$45K +126 +1%
EAMA
249
EFG Asset Management (Americas)
Florida
$4.48M -$539K -1,510 -11%
Brown Advisory
250
Brown Advisory
Maryland
$4.47M -$16.1K -45 -0.4%
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