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MSCI
MSCI

Overview Fund Activity

606 hedge funds and large institutions have $22.5B invested in MSCI in 2020 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 207 increasing their positions, 251 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
–
Holders Change %
0%
% of All Funds
13.39%
Holding in Top 10
19
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+111.11%
% of All Funds
0.42%
New
87
Increased
207
Reduced
251
Closed
81
Calls
$53M
Puts
$82.5M
Net Calls
-$29.4M
Net Calls Change
+$32.7M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.29B
2
Victory Capital Management
2
Victory Capital Management
Texas
$300M
3
MWA
3
Marshall Wace Asia
Hong Kong
$189M
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$199M
5
WCM Investment Management
5
WCM Investment Management
California
$127M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$859M
2
Bessemer Group
2
Bessemer Group
New Jersey
$801K
3
Renaissance Technologies
3
Renaissance Technologies
New York
$135M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$4.64M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
301
Concourse Financial Group Securities
Alabama
$1.72M +$51.1K +177 +3%
MAM
302
Meeder Asset Management
Ohio
$1.72M +$1.68M +5,807 +4,537%
US Bancorp
303
US Bancorp
Minnesota
$1.68M +$866K +3,000 +106%
KRS
304
Kentucky Retirement Systems
Kentucky
$1.67M +$412K +1,427 +33%
DWM
305
Dakota Wealth Management
Florida
$1.64M +$974K +3,372 +146%
CS
306
Candriam SCA
Luxembourg
$1.64M – – –
FC
307
FORA Capital
Florida
$1.61M +$1.61M +5,580 New
M&T Bank
308
M&T Bank
New York
$1.6M -$25.1K -87 -2%
NONA
309
Ninety One North America
New York
$1.59M +$148K +512 +10%
SMDAM
310
Sumitomo Mitsui DS Asset Management
Japan
$1.58M -$11.3K -39 -0.7%
NWM
311
Nicola Wealth Management
British Columbia, Canada
$1.57M – – –
COPPSERS
312
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.56M -$12.4K -43 -0.8%
CNBT
313
Canandaigua National Bank & Trust
New York
$1.55M -$165K -571 -10%
JG
314
Jefferies Group
New York
$1.53M -$392K -1,355 -20%
NMERB
315
New Mexico Educational Retirement Board
New Mexico
$1.53M -$347K -1,200 -18%
SIM
316
Sentry Investment Management
Wisconsin
$1.52M – – –
SA
317
Shilanski & Associates
Alaska
$1.52M +$34.1K +118 +2%
AIL
318
AGF Investments LLC
Ontario, Canada
$1.51M +$834K +2,885 +124%
SG Americas Securities
319
SG Americas Securities
New York
$1.48M -$82.9K -287 -5%
CCM
320
Covington Capital Management
California
$1.48M +$45.9K +159 +3%
CM
321
Castleark Management
Illinois
$1.46M +$754K +2,610 +108%
Bank Julius Baer & Co
322
Bank Julius Baer & Co
Switzerland
$1.43M +$1.43M +4,945 New
HWM
323
Hohimer Wealth Management
Washington
$1.41M -$74.3K -224 -5%
SGI
324
Summit Global Investments
Utah
$1.4M +$1.4M +4,860 New
Wealthfront Advisers
325
Wealthfront Advisers
California
$1.39M +$442K +1,530 +46%
11 12
13
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