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MSCI
MSCI

Overview Fund Activity

759 hedge funds and large institutions have $33.5B invested in MSCI in 2020 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 292 increasing their positions, 251 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
759
Holders Change
+77
Holders Change %
+11.29%
% of All Funds
13.47%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.28%
New
138
Increased
292
Reduced
251
Closed
56
Calls
$148M
Puts
$125M
Net Calls
+$23.2M
Net Calls Change
-$49.4M

Top Buyers

1
SGA
Sustainable Growth Advisers
Connecticut
$216M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.65B
3
DZ Bank
DZ Bank
Germany
$271M
4
CTA
Carillon Tower Advisers
Florida
$150M
5
Swedbank
Swedbank
Sweden
$133M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.32B
2
BlackRock
BlackRock
New York
$2.86B
3
SM
SCGE Management
California
$0
4
Vanguard Group
Vanguard Group
Pennsylvania
$3.86B
5
JCM
Junto Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
226
Guggenheim Capital
Illinois
$7.89M -$2.32M -5,186 -23%
SLG
227
Stanley-Laman Group
Pennsylvania
$7.89M +$530K +1,187 +7%
MC
228
Middleton & Co
Massachusetts
$7.88M +$1.22M +2,721 +18%
E
229
Ergoteles
New York
$7.41M +$3.35M +7,499 +82%
FA
230
Faithward Advisors
Pennsylvania
$7.38M -$1.13M -2,527 -13%
Voloridge Investment Management
231
Voloridge Investment Management
Florida
$7.3M +$7.3M +16,357 New
CFG
232
Cambridge Financial Group
Ohio
$7.29M -$103K -230 -1%
ACM
233
Aubrey Capital Management
United Kingdom
$7.28M +$1.34M +3,000 +23%
URS
234
Utah Retirement Systems
Utah
$7.27M +$313K +700 +4%
MGWM
235
Marks Group Wealth Management
Minnesota
$7.22M +$420K +941 +6%
SH
236
SeaTown Holdings
Singapore
$7.14M -$21.2M -47,500 -75%
KJHP
237
K.J. Harrison & Partners
Ontario, Canada
$6.97M +$893 +2 +0%
FIM
238
Freedom Investment Management
Connecticut
$6.91M -$12.5K -28 -0.2%
ProShare Advisors
239
ProShare Advisors
Maryland
$6.91M +$425K +952 +7%
UCFA
240
United Capital Financial Advisors
Texas
$6.87M -$365K -817 -5%
DHFB
241
Dixon Hubard Feinour & Brown
Virginia
$6.76M – – –
MLICM
242
Metropolitan Life Insurance Company (MetLife)
New York
$6.75M -$305K -683 -4%
NIPH
243
NN Investment Partners Holdings
Netherlands
$6.68M +$844K +1,889 +14%
OPERF
244
Oregon Public Employees Retirement Fund
Oregon
$6.65M -$3.8M -8,516 -36%
MCM
245
Marsico Capital Management
Colorado
$6.65M – – –
State of Tennessee, Department of Treasury
246
State of Tennessee, Department of Treasury
Tennessee
$6.64M -$18.8M -42,081 -74%
TPSF
247
Texas Permanent School Fund
Texas
$6.53M -$332K -743 -5%
BMSSC
248
B. Metzler seel. Sohn & Co
Germany
$6.45M +$6.45M +14,749 New
FLPIM
249
F.L. Putnam Investment Management
Massachusetts
$6.42M +$2.54M +5,694 +66%
Connor, Clark & Lunn Investment Management (CC&L)
250
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$6.37M +$4.57M +10,237 +254%
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