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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 %
BCIM
251
British Columbia Investment Management
British Columbia, Canada
$6.33M -$254K -569 -4%
EP
252
Edgestream Partners
New Jersey
$6.24M +$6.24M +13,964 New
CB
253
Commerce Bank
Missouri
$6.19M -$517K -1,157 -8%
MSL
254
Mackay Shields LLC
New York
$6.18M -$1.51M -3,373 -20%
ELI
255
Empire Life Investments
Ontario, Canada
$6.17M +$116K +259 +2%
TAMH
256
Taikang Asset Management (HK)
Hong Kong
$6.14M +$958K +2,145 +18%
PFM
257
Premier Fund Managers
United Kingdom
$6.11M -$5.35M -12,230 -47%
JIR
258
James Investment Research
Ohio
$5.99M +$2.32M +5,204 +63%
TPCW
259
TD Private Client Wealth
New York
$5.99M +$402K +901 +7%
Brown Advisory
260
Brown Advisory
Maryland
$5.86M +$263K +590 +5%
Simplex Trading
261
Simplex Trading
Illinois
$5.78M +$5.78M +12,949 New
EAMA
262
EFG Asset Management (Americas)
Florida
$5.72M +$109K +244 +2%
DWM
263
Darwin Wealth Management
Florida
$5.66M +$948K +2,122 +20%
CIC
264
Chase Investment Counsel
Virginia
$5.5M +$50.9K +114 +0.9%
LCM
265
Logan Capital Management
Pennsylvania
$5.48M +$56.7K +127 +1%
MCM
266
McKinley Capital Management
Alaska
$5.46M +$609K +1,365 +13%
GT
267
Glenmede Trust
Pennsylvania
$5.43M +$192K +429 +4%
Alyeska Investment Group
268
Alyeska Investment Group
Illinois
$5.4M -$13.2M -29,522 -71%
RE
269
RBC Europe
United Kingdom
$5.38M +$3.41M +7,632 +173%
X
270
Xponance
Pennsylvania
$5.36M +$70.5K +158 +1%
SAM
271
Stenahm Asset Management
Guernsey
$5.36M +$5.36M +12,000 New
DWM
272
Dakota Wealth Management
Florida
$5.31M +$3.57K +8 +0.1%
ANTB
273
AMG National Trust Bank
Colorado
$5.27M +$16.5K +37 +0.3%
SI
274
Stephens Inc
Arkansas
$5.17M +$108K +241 +2%
PIM
275
Progressive Investment Management
Oregon
$5.17M +$92.4K +207 +2%
9 10
11
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