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MSCI
MSCI

Overview Fund Activity

753 hedge funds and large institutions have $39.8B invested in MSCI in 2021 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 290 increasing their positions, 277 reducing their positions, and 49 closing their positions.

Holders
753
Holders Change
+21
Holders Change %
+2.87%
% of All Funds
13.15%
Holding in Top 10
17
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+70%
% of All Funds
0.3%
New
78
Increased
290
Reduced
277
Closed
49
Calls
$82.8M
Puts
$141M
Net Calls
-$58.5M
Net Calls Change
+$2.72M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$368M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$171M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$398M
4
UBS AM
4
UBS AM
Illinois
$237M
5
DCP
5
Durable Capital Partners
Maryland
$474M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.75B
2
BlackRock
2
BlackRock
New York
$3.4B
3
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$1.25B
4
Wells Fargo
4
Wells Fargo
California
$205M
5
N
5
Natixis
France
$4.9M
Name Market Value Shares Shares
Change 		Shares
Change %
EDRH
351
Edmond de Rothschild Holding
Switzerland
$2.38M 4,471 +2,535 +131%
FHB
352
First Hawaiian Bank
Hawaii
$2.36M 4,428 -2,114 -32%
CCM
353
Cinctive Capital Management
New York
$2.33M 4,369 +4,369 New
BA
354
Birinyi Associates
Connecticut
$2.27M 4,250 -600 -12%
AO
355
Advisor OS
Illinois
$2.22M 4,166 +1,138 +38%
ACA
356
Aptus Capital Advisors
Alabama
$2.2M 4,124 -749 -15%
Mercer Global Advisors
357
Mercer Global Advisors
Colorado
$2.13M 3,988 -2,853 -42%
ERSOT
358
Employees Retirement System of Texas
Texas
$2.11M 3,951 – –
SLI
359
Sumitomo Life Insurance
Japan
$2.08M 3,907 -779 -17%
HAG
360
HighPoint Advisor Group
Illinois
$2.07M 3,878 +324 +9%
BCM
361
BlueMar Capital Management
Florida
$2.03M 3,814 -488 -11%
FCM
362
Fairbanks Capital Management
California
$2.02M 3,789 +99 +3%
Mackenzie Financial
363
Mackenzie Financial
Ontario, Canada
$2M 3,755 +773 +26%
NMIMC
364
Northwestern Mutual Investment Management Company
Wisconsin
$2M 3,743 – –
SPIA
365
Steward Partners Investment Advisory
New York
$1.97M 3,701 +15 +0.4%
OPS
366
Orion Portfolio Solutions
Nebraska
$1.94M 3,645 +577 +19%
YWP
367
YorkBridge Wealth Partners
New York
$1.93M 3,623 +20 +0.6%
MSA
368
Marino Stram & Associates
Massachusetts
$1.93M 3,623 +3,623 New
Bank Julius Baer & Co
369
Bank Julius Baer & Co
Switzerland
$1.92M 3,594 -1 -0%
BHB
370
Bank Hapoalim BM
Israel
$1.86M 3,497 +281 +9%
VCM
371
Virtue Capital Management
Tennessee
$1.86M 3,482 +368 +12%
AP
372
Advisor Partners
California
$1.8M 3,378 +15 +0.4%
Mirae Asset Global Investments
373
Mirae Asset Global Investments
South Korea
$1.79M 3,352 +442 +15%
EOJOAM
374
E. Ohman J:or Asset Management
Sweden
$1.77M 3,312 -500 -13%
Jennison Associates
375
Jennison Associates
New York
$1.74M 3,261 +3,261 New
13 14
15
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