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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 %
PFM
376
Patton Fund Management
Texas
$2.08M -$475K -1,064 -19%
FCI
377
Financial Counselors Inc
Kansas
$2.08M +$260K +583 +14%
OSIA
378
O'Shares Investment Advisers
Massachusetts
$2.07M +$182K +407 +10%
NMIMC
379
Northwestern Mutual Investment Management Company
Wisconsin
$2.03M -$54K -121 -3%
DWA
380
Douglass Winthrop Advisors
New York
$1.98M +$375K +840 +23%
SAM
381
Shell Asset Management
Netherlands
$1.97M -$2.14M -4,801 -52%
D.E. Shaw & Co
382
D.E. Shaw & Co
New York
$1.95M +$159K +356 +9%
YWP
383
YorkBridge Wealth Partners
New York
$1.94M +$84.8K +190 +5%
II
384
Inspire Investing
Idaho
$1.92M +$701K +1,571 +57%
FCM
385
Fairbanks Capital Management
California
$1.92M -$893 -2 -0%
GI
386
GAMCO Investors
Connecticut
$1.91M -$96.9K -217 -5%
BCM
387
BlueMar Capital Management
Florida
$1.9M -$615K -1,377 -24%
TCM
388
Tributary Capital Management
Nebraska
$1.88M -$179K -400 -9%
WHG
389
Westwood Holdings Group
Texas
$1.87M -$37.5K -84 -2%
HIIFS
390
Harel Insurance Investments & Financial Services
Israel
$1.85M – – –
P
391
Paradiem
Louisiana
$1.77M +$1.77M +4,486 New
EOJOAM
392
E. Ohman J:or Asset Management
Sweden
$1.75M +$223K +500 +15%
SLI
393
Sumitomo Life Insurance
Japan
$1.75M +$1.75M +3,908 New
Qube Research & Technologies (QRT)
394
Qube Research & Technologies (QRT)
United Kingdom
$1.7M -$6M -13,428 -78%
WEC
395
Winslow Evans & Crocker
Massachusetts
$1.63M +$190K +425 +13%
First Manhattan
396
First Manhattan
New York
$1.61M – – –
Bank Julius Baer & Co
397
Bank Julius Baer & Co
Switzerland
$1.61M -$447 -1 -0%
SPIA
398
Steward Partners Investment Advisory
New York
$1.58M +$54.5K +122 +4%
B
399
BP
United Kingdom
$1.57M -$1.79M -4,004 -53%
M&T Bank
400
M&T Bank
New York
$1.56M -$859K -1,922 -35%
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