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MSCI
MSCI

Overview Fund Activity

682 hedge funds and large institutions have $26.6B invested in MSCI in 2020 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 228 increasing their positions, 287 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
682
Holders Change
+31
Holders Change %
+4.76%
% of All Funds
13.8%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.2%
New
89
Increased
228
Reduced
287
Closed
54
Calls
$166M
Puts
$93.8M
Net Calls
+$72.5M
Net Calls Change
+$80.8M

Top Buyers

1
MCM
Melvin Capital Management
New York
+$134M
2
Capital International Investors
Capital International Investors
California
+$110M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$40.1M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$38.2M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$34.3M

Top Sellers

1
CWG
C WorldWide Group
Denmark
-$248M
2
Polen Capital Management
Polen Capital Management
Florida
-$209M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$132M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$117M
5
CTA
Carillon Tower Advisers
Florida
-$99.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
UIM
351
USS Investment Management
United Kingdom
$1.75M – – –
KRS
352
Kentucky Retirement Systems
Kentucky
$1.75M +$57.8K +162 +3%
Wealthfront Advisers
353
Wealthfront Advisers
California
$1.73M +$43.9K +123 +3%
SIM
354
Sentry Investment Management
Wisconsin
$1.72M – – –
MML Investors Services
355
MML Investors Services
Massachusetts
$1.71M -$578K -1,620 -25%
BRWA
356
B. Riley Wealth Advisors
Florida
$1.66M +$804K +2,313 +93%
MC
357
Maverick Capital
Texas
$1.65M +$1.26M +3,525 +324%
TCM
358
Tributary Capital Management
Nebraska
$1.64M +$1.64M +4,600 New
AWM
359
AE Wealth Management
Kansas
$1.64M +$571K +1,600 +53%
GI
360
GAMCO Investors
Connecticut
$1.61M +$11.8K +33 +0.7%
EAM
361
Eventide Asset Management
Massachusetts
$1.61M +$321K +900 +25%
FIM
362
Fernwood Investment Management
Massachusetts
$1.59M +$603K +1,690 +61%
RE
363
RBC Europe
United Kingdom
$1.58M -$12.5K -35 -0.8%
NMIMC
364
Northwestern Mutual Investment Management Company
Wisconsin
$1.56M – – –
SS
365
Simplicity Solutions
Minnesota
$1.55M +$558K +1,564 +56%
FCM
366
Fairbanks Capital Management
California
$1.53M – – –
WHG
367
Westwood Holdings Group
Texas
$1.52M -$92.1K -258 -6%
OSIA
368
O'Shares Investment Advisers
Massachusetts
$1.51M -$1.14M -3,197 -43%
LSERS
369
Louisiana State Employees Retirement System
Louisiana
$1.5M +$178K +500 +14%
YWP
370
YorkBridge Wealth Partners
New York
$1.48M -$202K -567 -12%
GPGA
371
Grandeur Peak Global Advisors
Utah
$1.47M +$71.4K +200 +5%
FCI
372
Financial Counselors Inc
Kansas
$1.45M -$147K -413 -9%
Connor, Clark & Lunn Investment Management (CC&L)
373
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.44M +$1.44M +4,035 New
D.E. Shaw & Co
374
D.E. Shaw & Co
New York
$1.43M +$1.43M +4,018 New
Assenagon Asset Management
375
Assenagon Asset Management
Luxembourg
$1.43M +$1.43M +4,010 New
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