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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 %
TRCT
376
Tower Research Capital (TRC)
New York
$736K +$714K +2,471 +3,251%
NB
377
Norinchukin Bank
Japan
$722K -$759K -2,625 -51%
RA
378
Rational Advisors
New York
$702K -$195K -677 -22%
CI
379
Cigna Investments
Connecticut
$696K +$43.4K +150 +7%
GCM
380
Gunderson Capital Management
South Carolina
$676K +$676K +2,338 New
DCM
381
Davidson Capital Management
Texas
$674K +$674K +2,331 New
TW
382
Transform Wealth
Colorado
$654K -$150K -520 -19%
WMA
383
Wealth Management Associates
New Jersey
$653K -$246K -851 -27%
PNC
384
Park National Corp
Ohio
$652K -$112K -388 -15%
BRWA
385
B. Riley Wealth Advisors
Florida
$637K -$20.2K -70 -3%
CS
386
Comerica Securities
Michigan
$637K +$264K +914 +71%
NA
387
Navellier & Associates
Nevada
$625K +$34.1K +118 +6%
PAG
388
Private Advisor Group
New Jersey
$622K +$257K +888 +70%
LIA
389
LS Investment Advisors
Michigan
$619K -$157K -544 -20%
MWM
390
MorganRosel Wealth Management
Colorado
$616K -$276K -955 -31%
MAFM
391
Mid Atlantic Financial Management
Pennsylvania
$604K +$604K +2,089 New
BO
392
BRR OpCo
Ohio
$581K +$32.6K +113 +6%
PP
393
Paloma Partners
Connecticut
$579K -$2.45M -8,460 -81%
TAM
394
Tocqueville Asset Management
New York
$578K – – –
EWA
395
Exencial Wealth Advisors
Oklahoma
$578K – – –
CCP
396
Corient Capital Partners
California
$574K +$574K +1,987 New
PC
397
Pier Capital
Connecticut
$571K +$571K +1,976 New
WIS
398
Wright Investors Service
Connecticut
$567K +$4.05K +14 +0.7%
PCS
399
Personal CFO Solutions
New Jersey
$566K -$36.1K -125 -6%
IRF
400
IBM Retirement Fund
New York
$559K +$212K +733 +61%
14 15
16
17 18