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
SI
276
Stephens Inc
Arkansas
$5.17M +$94.6K +241 +2%
PIM
277
Progressive Investment Management
Oregon
$5.17M +$81.2K +207 +2%
MSA
278
Mason Street Advisors
Wisconsin
$5.11M -$122K -312 -3%
ARI
279
Applied Research Investments
Delaware
$5.02M +$798K +2,033 +22%
HighTower Advisors
280
HighTower Advisors
Illinois
$4.88M +$871K +2,220 +25%
CCP
281
Cunning Capital Partners
North Carolina
$4.78M – – –
AIM
282
Achmea Investment Management
Netherlands
$4.73M -$6.13M -15,629 -60%
Luther King Capital Management (LKCM)
283
Luther King Capital Management (LKCM)
Texas
$4.68M -$1.96K -5 -0%
MOACM
284
Mutual of America Capital Management
New York
$4.66M -$163K -415 -4%
PP
285
PDT Partners
New York
$4.64M +$4.08M +10,400 New
COPPSERS
286
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.63M +$1.02M +2,609 +34%
BF
287
BOK Financial
Oklahoma
$4.57M +$18.8K +48 +0.5%
Ensign Peak Advisors
288
Ensign Peak Advisors
Utah
$4.56M -$149K -379 -4%
AAM
289
Arabesque Asset Management
United Kingdom
$4.49M +$2.94M +7,502 +295%
ACA
290
Aptus Capital Advisors
Alabama
$4.4M +$288K +734 +8%
AQR Capital Management
291
AQR Capital Management
Connecticut
$4.4M -$3.93M -10,022 -50%
PNC Financial Services Group
292
PNC Financial Services Group
Pennsylvania
$4.28M -$467K -1,189 -11%
HIMCH
293
Hartford Investment Management Co (HIMCO)
Connecticut
$4.24M +$157K +400 +4%
CGH
294
Crossmark Global Holdings
Texas
$4.17M +$341K +869 +10%
NAM
295
Nissay Asset Management
Japan
$4.09M -$131K -334 -4%
CSS
296
Cubist Systematic Strategies
Connecticut
$3.94M -$13.4M -34,130 -79%
DCM
297
Donaldson Capital Management
Indiana
$3.9M +$380K +969 +12%
VAS
298
Vestmark Advisory Solutions
Massachusetts
$3.88M +$391K +996 +13%
FHC
299
First Horizon Corporation
Tennessee
$3.84M +$3.27M +8,347 +3,299%
NONA
300
Ninety One North America
New York
$3.75M +$268K +682 +9%
10 11
12
13 14

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.