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MSCI
MSCI

Overview Fund Activity

732 hedge funds and large institutions have $31.5B invested in MSCI in 2021 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 285 increasing their positions, 283 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
732
Holders Change
-27
Holders Change %
-3.56%
% of All Funds
12.89%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.18%
New
70
Increased
285
Reduced
283
Closed
89
Calls
$60.6M
Puts
$122M
Net Calls
-$61.2M
Net Calls Change
-$84.4M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.59B
2
Brown Advisory
2
Brown Advisory
Maryland
$256M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$285M
4
Bessemer Group
4
Bessemer Group
New Jersey
$141M
5
BlackRock
5
BlackRock
New York
$2.82B

Top Sellers

1
MCM
1
Melvin Capital Management
New York
$0
2
Polen Capital Management
2
Polen Capital Management
Florida
$573M
3
Holocene Advisors
3
Holocene Advisors
New York
$0
4
Winslow Capital Management
4
Winslow Capital Management
Minnesota
$145M
5
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$1.06B
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Nova Scotia
226
Bank of Nova Scotia
Ontario, Canada
$6.94M -$1.16M -2,768 -14%
CFG
227
Cambridge Financial Group
Ohio
$6.86M +$12.6K +30 +0.2%
UCFA
228
United Capital Financial Advisors
Texas
$6.84M +$394K +939 +6%
EW
229
Evoke Wealth
California
$6.52M +$6.52M +15,541 +222,014%
TPCW
230
TD Private Client Wealth
New York
$6.5M +$875K +2,087 +16%
FA
231
Faithward Advisors
Pennsylvania
$6.47M -$462K -1,101 -7%
URS
232
Utah Retirement Systems
Utah
$6.46M -$365K -871 -5%
OPERF
233
Oregon Public Employees Retirement Fund
Oregon
$6.43M +$182K +434 +3%
RE
234
RBC Europe
United Kingdom
$6.37M +$1.32M +3,150 +26%
MCM
235
Marsico Capital Management
Colorado
$6.24M – – –
State of Tennessee, Department of Treasury
236
State of Tennessee, Department of Treasury
Tennessee
$6.16M -$80.9K -193 -1%
SFI
237
Susquehanna Fundamental Investments
Pennsylvania
$6.08M +$6.08M +14,504 New
KJHP
238
K.J. Harrison & Partners
Ontario, Canada
$6M -$545K -1,300 -8%
MLICM
239
Metropolitan Life Insurance Company (MetLife)
New York
$5.94M -$393K -938 -6%
BS
240
Banco Santander
Spain
$5.88M -$2.06M -4,917 -26%
FIM
241
Freedom Investment Management
Connecticut
$5.82M -$667K -1,590 -10%
PCA
242
Personal Capital Advisors
California
$5.81M +$5.81M +13,856 New
TPSF
243
Texas Permanent School Fund
Texas
$5.78M -$346K -826 -6%
TAMH
244
Taikang Asset Management (HK)
Hong Kong
$5.77M – – –
ELI
245
Empire Life Investments
Ontario, Canada
$5.74M -$51.6K -123 -0.9%
MSL
246
Mackay Shields LLC
New York
$5.73M -$70.9K -169 -1%
BCIM
247
British Columbia Investment Management
British Columbia, Canada
$5.71M -$232K -554 -4%
CB
248
Commerce Bank
Missouri
$5.52M -$287K -684 -5%
Connor, Clark & Lunn Investment Management (CC&L)
249
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.49M -$491K -1,171 -8%
NAM
250
Nissay Asset Management
Japan
$5.29M +$1.45M +3,450 +38%
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