We are live on ! Find out more
MSCI icon

MSCI
MSCI

762 hedge funds and large institutions have $33.5B invested in MSCI in 2020 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 293 increasing their positions, 251 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 56

60% more funds holding in top 10

Funds holding in top 10: 10 → 16 (+6)

26% more capital invested

Capital invested by funds: $26.6B → $33.5B (+$6.88B)

19% more call options, than puts

Call options by funds: $148M | Put options by funds: $125M

17% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 251

12% more funds holding

Funds holding: 683 → 762 (+79)

0.72% more ownership

Funds ownership: 89.46% → 90.18% (+0.72%)

Holders
762
Holders Change
+79
Holders Change %
+11.57%
% of All Funds
13.48%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.28%
New
140
Increased
293
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
+$190M
2
DZ Bank
DZ Bank
Germany
+$143M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$141M
4
CTA
Carillon Tower Advisers
Florida
+$132M
5
Swedbank
Swedbank
Sweden
+$120M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$430M
2
BlackRock
BlackRock
New York
-$150M
3
SM
SCGE Management
California
-$121M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$104M
5
JCM
Junto Capital Management
New York
-$88M
Name Holding Trade Value Shares
Change 		Change in
Stake
AII
226
AGF Investments Inc
Ontario, Canada
$7.95M -$19.4M -49,538 -74%
GC
227
Guggenheim Capital
Illinois
$7.89M -$2.03M -5,186 -23%
SLG
228
Stanley-Laman Group
Pennsylvania
$7.89M +$466K +1,187 +7%
MC
229
Middleton & Co
Massachusetts
$7.88M +$1.07M +2,721 +18%
E
230
Ergoteles
New York
$7.41M +$2.94M +7,499 +82%
FA
231
Faithward Advisors
Pennsylvania
$7.38M -$991K -2,527 -13%
Voloridge Investment Management
232
Voloridge Investment Management
Florida
$7.3M +$6.42M +16,357 New
CFG
233
Cambridge Financial Group
Ohio
$7.29M -$90.2K -230 -1%
ACM
234
Aubrey Capital Management
United Kingdom
$7.28M +$1.18M +3,000 +23%
URS
235
Utah Retirement Systems
Utah
$7.27M +$275K +700 +4%
MGWM
236
Marks Group Wealth Management
Minnesota
$7.21M +$369K +941 +6%
SH
237
SeaTown Holdings
Singapore
$7.14M -$18.6M -47,500 -75%
KJHP
238
K.J. Harrison & Partners
Ontario, Canada
$6.97M +$785 +2 +0%
FIM
239
Freedom Investment Management
Connecticut
$6.91M -$11K -28 -0.2%
ProShare Advisors
240
ProShare Advisors
Maryland
$6.91M +$374K +952 +7%
UCFA
241
United Capital Financial Advisors
Texas
$6.87M -$321K -817 -5%
DHFB
242
Dixon Hubard Feinour & Brown
Virginia
$6.76M – – –
MLICM
243
Metropolitan Life Insurance Company (MetLife)
New York
$6.75M -$268K -683 -4%
NIPH
244
NN Investment Partners Holdings
Netherlands
$6.68M +$741K +1,889 +14%
OPERF
245
Oregon Public Employees Retirement Fund
Oregon
$6.65M -$3.34M -8,516 -36%
MCM
246
Marsico Capital Management
Colorado
$6.65M – – –
State of Tennessee, Department of Treasury
247
State of Tennessee, Department of Treasury
Tennessee
$6.64M -$16.5M -42,081 -74%
TPSF
248
Texas Permanent School Fund
Texas
$6.53M -$292K -743 -5%
BMSSC
249
B. Metzler seel. Sohn & Co
Germany
$6.45M +$5.79M +14,749 New
FLPIM
250
F.L. Putnam Investment Management
Massachusetts
$6.42M +$2.23M +5,694 +66%
8 9
10
11 12

MSCI Hedge Fund Activity: Q4 2020 in Review

762 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in MSCI (MSCI) for Q4 2020, worth a combined $33.5B — up 26% from $26.6B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new MSCI positions and 56 closed out — a net gain of 84 holders — while 293 added to existing stakes and 251 trimmed.

The largest buyer was Sustainable Growth Advisers, opening a new position worth an estimated $190M. The largest seller was T. Rowe Price Associates, cutting an estimated $430M.

  • 762 institutional investors held MSCI (MSCI) as of Q4 2020, up from 683 in Q3 2020.
  • Funds reported $33.5B of MSCI stock for Q4 2020, up 26% quarter-over-quarter.
  • 140 funds opened new MSCI positions in Q4 2020 and 56 closed out, a net change of +84 holders.
  • The largest MSCI buyer in Q4 2020 was Sustainable Growth Advisers, an estimated $190M added.
  • The largest MSCI seller in Q4 2020 was T. Rowe Price Associates, an estimated $430M sold.

Based on aggregated 13F filings for Q4 2020.