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MSCI
MSCI

Overview Fund Activity

732 hedge funds and large institutions have $31.5B invested in MSCI in 2021 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 285 increasing their positions, 283 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
732
Holders Change
-27
Holders Change %
-3.56%
% of All Funds
12.89%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.18%
New
70
Increased
285
Reduced
283
Closed
89
Calls
$60.6M
Puts
$122M
Net Calls
-$61.2M
Net Calls Change
-$84.4M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.59B
2
Brown Advisory
2
Brown Advisory
Maryland
$256M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$285M
4
Bessemer Group
4
Bessemer Group
New Jersey
$141M
5
BlackRock
5
BlackRock
New York
$2.82B

Top Sellers

1
MCM
1
Melvin Capital Management
New York
$0
2
Polen Capital Management
2
Polen Capital Management
Florida
$573M
3
Holocene Advisors
3
Holocene Advisors
New York
$0
4
Winslow Capital Management
4
Winslow Capital Management
Minnesota
$145M
5
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$1.06B
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
376
Avestar Capital
New York
$1.48M -$95.8K -198 -6%
PA
377
Paragon Advisors
Texas
$1.44M +$70K +167 +5%
D.E. Shaw & Co
378
D.E. Shaw & Co
New York
$1.43M -$407K -970 -22%
SAM
379
Sompo Asset Management
Japan
$1.42M +$33.5K +80 +2%
AP
380
Advisor Partners
California
$1.41M -$19.7K -47 -1%
SC
381
Scotia Capital
Ontario, Canada
$1.38M +$80.5K +192 +6%
CI
382
Cavalier Investments
Georgia
$1.37M – – –
BHB
383
Bank Hapoalim BM
Israel
$1.35M +$1.35M +3,216 New
IEFM
384
IQ EQ Fund Management
Ireland
$1.33M -$903K -2,153 -40%
VCM
385
Virtue Capital Management
Tennessee
$1.31M +$1M +2,390 +330%
NW
386
NewEdge Wealth
Pennsylvania
$1.31M +$1.05M +2,511 +415%
SA
387
Shilanski & Associates
Alaska
$1.29M -$33.1K -79 -2%
OPS
388
Orion Portfolio Solutions
Nebraska
$1.29M +$138K +330 +12%
CI
389
Cigna Investments
Connecticut
$1.28M +$18.9K +45 +1%
AO
390
Advisor OS
Illinois
$1.27M +$906K +2,161 +249%
First Manhattan
391
First Manhattan
New York
$1.26M -$251K -600 -17%
Mackenzie Financial
392
Mackenzie Financial
Ontario, Canada
$1.25M +$539K +1,286 +76%
HIIFS
393
Harel Insurance Investments & Financial Services
Israel
$1.24M -$560K -400 -31%
PAS
394
Park Avenue Securities
New York
$1.24M +$394K +939 +47%
ACM
395
AlphaCrest Capital Management
New York
$1.22M +$679K +1,621 +125%
Mirae Asset Global Investments
396
Mirae Asset Global Investments
South Korea
$1.22M -$8.52M -20,324 -87%
CCP
397
Corient Capital Partners
California
$1.22M -$198K -473 -14%
DCM
398
Davidson Capital Management
Texas
$1.19M +$284K +678 +31%
B
399
BP
United Kingdom
$1.17M -$306K -730 -21%
IRF
400
IBM Retirement Fund
New York
$1.15M -$113K -270 -9%
14 15
16
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