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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 %
LCM
251
Logan Capital Management
Pennsylvania
$5.22M +$73.8K +176 +1%
Lazard Asset Management
252
Lazard Asset Management
New York
$5.21M +$2.42M +5,783 +87%
SG Americas Securities
253
SG Americas Securities
New York
$5.13M +$3.84M +9,160 +297%
PIM
254
Progressive Investment Management
Oregon
$5.08M +$234K +559 +5%
DWM
255
Darwin Wealth Management
Florida
$5.08M -$238K -568 -4%
MCM
256
McKinley Capital Management
Alaska
$5.07M -$55.3K -132 -1%
DWM
257
Dakota Wealth Management
Florida
$5.01M +$25.2K +60 +0.5%
CCP
258
Cunning Capital Partners
North Carolina
$4.99M +$503K +1,200 +11%
X
259
Xponance
Pennsylvania
$4.97M -$59.1K -141 -1%
SMDAM
260
Sumitomo Mitsui DS Asset Management
Japan
$4.96M +$1.76M +4,208 +55%
ANTB
261
AMG National Trust Bank
Colorado
$4.95M +$2.52K +6 +0.1%
ARI
262
Applied Research Investments
Delaware
$4.95M +$237K +565 +5%
MSE
263
MUFG Securities EMEA
United Kingdom
$4.95M -$27.2M -64,800 -85%
MOACM
264
Mutual of America Capital Management
New York
$4.83M +$452K +1,077 +10%
WCA
265
Waratah Capital Advisors
Ontario, Canada
$4.8M +$1.82M +4,332 +61%
PP
266
PDT Partners
New York
$4.78M +$419K +1,000 +10%
Ensign Peak Advisors
267
Ensign Peak Advisors
Utah
$4.73M +$446K +1,063 +10%
EVM
268
Eaton Vance Management
Massachusetts
$4.72M +$1.89M +4,501 +67%
EAM
269
Eventide Asset Management
Massachusetts
$4.7M +$1.7M +4,050 +57%
DnB Asset Management
270
DnB Asset Management
Norway
$4.49M +$4.49M +10,706 New
AIM
271
Achmea Investment Management
Netherlands
$4.44M – – –
Luther King Capital Management (LKCM)
272
Luther King Capital Management (LKCM)
Texas
$4.34M -$57.4K -137 -1%
COPPSERS
273
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.33M -$13K -31 -0.3%
VAS
274
Vestmark Advisory Solutions
Massachusetts
$4.25M +$608K +1,451 +17%
HighTower Advisors
275
HighTower Advisors
Illinois
$4.19M -$442K -1,049 -10%
9 10
11
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