MSCI icon

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 %
ACM
301
Alcosta Capital Management
California
$3.08M -$46.5K -111 -1%
SAM
302
Securian Asset Management
Minnesota
$3.05M -$83.9K -200 -3%
FCI
303
Financial Counselors Inc
Kansas
$3.04M +$1.09M +2,599 +56%
CIS
304
Capital International Sarl
California
$3.01M -$183K -436 -6%
LFAS
305
Level Four Advisory Services
Texas
$2.96M +$244K +583 +9%
EAMA
306
EFG Asset Management (Americas)
Florida
$2.88M -$2.5M -5,944 -46%
Mercer Global Advisors
307
Mercer Global Advisors
Colorado
$2.87M -$134K -320 -4%
AI
308
Atria Investments
North Carolina
$2.83M +$213K +507 +8%
CWG
309
C WorldWide Group
Denmark
$2.82M – – –
CCM
310
Covington Capital Management
California
$2.75M +$11.7K +28 +0.4%
FIM
311
Fernwood Investment Management
Massachusetts
$2.74M +$52.4K +125 +2%
FHB
312
First Hawaiian Bank
Hawaii
$2.74M +$440K +1,050 +19%
OAM
313
Optimal Asset Management
California
$2.74M +$1.34M +3,200 +96%
FDS
314
Freedom Day Solutions
Texas
$2.72M -$3.77K -9 -0.1%
Macquarie Group
315
Macquarie Group
Australia
$2.7M -$755K -1,801 -22%
TRSOTSOK
316
Teachers Retirement System of the State of Kentucky
Kentucky
$2.65M -$314K -750 -11%
AQR Capital Management
317
AQR Capital Management
Connecticut
$2.65M -$1.52M -3,632 -36%
MSRPS
318
Maryland State Retirement & Pension System
Maryland
$2.61M +$2.06M +4,915 +374%
P
319
Paradiem
Louisiana
$2.59M +$426K +882 +20%
O
320
Ossiam
France
$2.59M -$634K -1,513 -20%
DWA
321
Douglass Winthrop Advisors
New York
$2.56M +$698K +1,666 +38%
CIC
322
Chase Investment Counsel
Virginia
$2.54M -$2.63M -6,269 -51%
OCM
323
Oribel Capital Management
New York
$2.52M -$12.2M -29,000 -83%
CFGS
324
Concourse Financial Group Securities
Alabama
$2.5M -$31.9K -76 -1%
PMG
325
ProVise Management Group
Florida
$2.5M -$219K -523 -8%
11 12
13
14 15