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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 %
FCM
326
Fairbanks Capital Management
California
$1.37M +$278K +961 +25%
WHG
327
Westwood Holdings Group
Texas
$1.34M -$826K -2,858 -38%
AC
328
Avestar Capital
New York
$1.32M +$1.32M +4,553 New
Rafferty Asset Management
329
Rafferty Asset Management
New York
$1.31M -$2.62M -9,080 -67%
BS
330
Banco Santander
Spain
$1.31M -$2.14M -7,419 -62%
BA
331
Birinyi Associates
Connecticut
$1.3M – – –
NMIMC
332
Northwestern Mutual Investment Management Company
Wisconsin
$1.28M +$324K +1,122 +34%
Wolverine Trading
333
Wolverine Trading
Illinois
$1.25M -$7.65M -26,045 -86%
CIBC World Market
334
CIBC World Market
Ontario, Canada
$1.24M +$1.24M +4,305 New
RJFSA
335
Raymond James Financial Services Advisors
Florida
$1.24M -$4.2M -14,545 -77%
USGIU
336
U.S. Global Investors (USGI)
Texas
$1.22M -$1.45M -5,036 -54%
SAM
337
Security Asset Management
New York
$1.21M +$1.21M +4,200 New
OPPTF
338
OPSEU Pension Plan Trust Fund
Ontario, Canada
$1.19M +$1.19M +4,312 New
CCM
339
Copeland Capital Management
Pennsylvania
$1.19M -$13.3M -45,897 -92%
SFS
340
Sowell Financial Services
Arkansas
$1.13M -$495K -1,713 -30%
FCI
341
Financial Counselors Inc
Kansas
$1.11M +$1.11M +3,853 New
B
342
Barings
North Carolina
$1.11M – – –
APA
343
American Portfolios Advisors
New York
$1.08M -$446K -1,543 -29%
YWP
344
YorkBridge Wealth Partners
New York
$1.05M -$63K -218 -6%
Acadian Asset Management
345
Acadian Asset Management
Massachusetts
$1.04M +$1.04M +3,605 New
LSERS
346
Louisiana State Employees Retirement System
Louisiana
$1.04M -$116K -400 -10%
First Manhattan
347
First Manhattan
New York
$1.04M -$34.7K -120 -3%
WG
348
Winton Group
United Kingdom
$1.03M -$1.11M -3,835 -52%
HAG
349
HighPoint Advisor Group
Illinois
$1.02M +$538K +1,656 +112%
CIM
350
Contravisory Investment Management
Massachusetts
$1.01M -$1.45K -5 -0.1%
12 13
14
15 16