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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 %
AFA
351
Abacus FCF Advisors
Florida
$1M -$919K -3,335 -48%
WAM
352
World Asset Management
Michigan
$955K -$748K -2,587 -44%
SSWM
353
Sheets Smith Wealth Management
North Carolina
$945K -$63.3K -219 -6%
FHB
354
First Hawaiian Bank
Hawaii
$938K +$348K +1,205 +59%
AP
355
Advisor Partners
California
$936K +$302K +1,047 +48%
SPIA
356
Steward Partners Investment Advisory
New York
$922K +$625K +2,162 +210%
WEC
357
Winslow Evans & Crocker
Massachusetts
$912K +$261K +900 +40%
SC
358
Scotia Capital
Ontario, Canada
$906K +$344K +1,191 +61%
CAAS
359
Capital Asset Advisory Services
Michigan
$890K +$77.2K +230 +10%
HMS
360
Hanseatic Management Services
New Mexico
$848K – – –
DWA
361
Douglass Winthrop Advisors
New York
$845K -$54K -187 -6%
EOJOAM
362
E. Ohman J:or Asset Management
Sweden
$841K -$433K -1,500 -34%
FAAS
363
First Allied Advisory Services
California
$840K +$94.2K +326 +13%
Bessemer Group
364
Bessemer Group
New Jersey
$801K -$120M -416,123 -99%
BWM
365
Buckley Wealth Management
Nevada
$792K +$1.45K +5 +0.2%
Cambridge Investment Research Advisors
366
Cambridge Investment Research Advisors
Iowa
$790K -$564K -1,952 -42%
NA
367
NewEdge Advisors
Louisiana
$780K -$152K -525 -16%
SAM
368
Sompo Asset Management
Japan
$780K -$60.7K -210 -7%
Parallax Volatility Advisers
369
Parallax Volatility Advisers
California
$765K +$765K +2,648 New
DIA
370
Dana Investment Advisors
Wisconsin
$758K -$9.54K -33 -1%
ACA
371
Atlas Capital Advisors
Wyoming
$756K -$38.4K -133 -5%
FIM
372
Fernwood Investment Management
Massachusetts
$754K +$95.6K +331 +15%
WANY
373
Wealthspire Advisors (New York)
New York
$753K +$454K +1,570 +152%
GI
374
GAMCO Investors
Connecticut
$744K +$744K +2,576 New
KRSITF
375
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$742K +$162K +562 +28%
13 14
15
16 17