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MSCI
MSCI

Overview Fund Activity

759 hedge funds and large institutions have $33.5B invested in MSCI in 2020 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 292 increasing their positions, 251 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
759
Holders Change
+77
Holders Change %
+11.29%
% of All Funds
13.47%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.28%
New
138
Increased
292
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
+$216M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$161M
3
DZ Bank
DZ Bank
Germany
+$160M
4
CTA
Carillon Tower Advisers
Florida
+$150M
5
Swedbank
Swedbank
Sweden
+$133M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$490M
2
BlackRock
BlackRock
New York
-$170M
3
SM
SCGE Management
California
-$121M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$118M
5
JCM
Junto Capital Management
New York
-$88M
Name Holding Trade Value Shares
Change 		Shares
Change %
JG
326
Jefferies Group
New York
$2.98M +$1.19M +2,667 +67%
Lazard Asset Management
327
Lazard Asset Management
New York
$2.96M -$176K -394 -6%
BFM
328
Boothbay Fund Management
New York
$2.95M -$88.4K -198 -3%
AWM
329
AE Wealth Management
Kansas
$2.93M +$879K +1,969 +43%
CCM
330
Covington Capital Management
California
$2.92M +$103K +230 +4%
EGM
331
Engineers Gate Manager
New York
$2.9M -$524K -1,173 -15%
FDS
332
Freedom Day Solutions
Texas
$2.9M +$50.4K +113 +2%
LFAS
333
Level Four Advisory Services
Texas
$2.89M -$797K -1,785 -22%
PMG
334
ProVise Management Group
Florida
$2.89M -$40.2K -90 -1%
N
335
Natixis
France
$2.87M +$1.14M +2,555 +66%
FIM
336
Fernwood Investment Management
Massachusetts
$2.87M +$877K +1,965 +44%
SS
337
Simplicity Solutions
Minnesota
$2.8M +$854K +1,913 +44%
HF
338
HRT Financial
New York
$2.79M +$2.79M +6,251 New
AI
339
Atria Investments
North Carolina
$2.79M +$137K +306 +5%
LPARFS
340
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$2.72M +$2.72M +6,100 New
ACM
341
Alamar Capital Management
California
$2.71M +$2.71M +6,068 New
PG
342
Pendal Group
Australia
$2.7M +$2.7M +6,040 New
CFGS
343
Concourse Financial Group Securities
Alabama
$2.7M +$26.3K +59 +1%
GG
344
Gofen & Glossberg
Illinois
$2.69M -$4.91K -11 -0.2%
PAM
345
Panagora Asset Management
Massachusetts
$2.65M -$32.9M -73,612 -93%
Daiwa Securities Group
346
Daiwa Securities Group
Japan
$2.58M -$35.3K -79 -1%
PA
347
PFG Advisors
Arizona
$2.52M -$22.3K -50 -0.9%
CG
348
Colony Group
Massachusetts
$2.48M -$106K -237 -4%
GLAM
349
Gardner Lewis Asset Management
Pennsylvania
$2.48M – – –
ICP
350
Ironvine Capital Partners
Nebraska
$2.46M -$33.1K -74 -1%
12 13
14
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