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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 %
ALAM
401
Asahi Life Asset Management
Japan
$558K +$46.3K +160 +9%
Voloridge Investment Management
402
Voloridge Investment Management
Florida
$548K -$6.21M -21,489 -92%
LWM
403
Liberty Wealth Management
California
$544K – – –
GT
404
Greenleaf Trust
Michigan
$544K +$544K +1,881 New
WA
405
Wealth Alliance
New York
$529K +$529K +1,831 New
VI
406
Vestcor Inc
New Brunswick, Canada
$524K +$99.7K +345 +23%
Creative Planning
407
Creative Planning
Kansas
$522K -$13.3K -46 -2%
ECM
408
Everence Capital Management
Indiana
$519K – – –
BG
409
Bellevue Group
Switzerland
$516K – – –
DCM
410
Donaldson Capital Management
Indiana
$516K +$77.1K +267 +18%
Fifth Third Bancorp
411
Fifth Third Bancorp
Ohio
$506K +$5.2K +18 +1%
SAM
412
Strategy Asset Managers
California
$498K -$134K -465 -21%
V
413
Veritable
Delaware
$496K +$51.2K +177 +12%
GC
414
Grace Capital
Massachusetts
$477K +$28.9K +100 +6%
PAS
415
Park Avenue Securities
New York
$471K +$87K +301 +23%
BFM
416
Boothbay Fund Management
New York
$470K +$470K +1,626 New
TA
417
Tiedemann Advisors
New York
$464K +$464K +1,607 New
Mackenzie Financial
418
Mackenzie Financial
Ontario, Canada
$457K +$71.7K +248 +19%
BCM
419
Bienville Capital Management
New York
$451K +$75.2K +260 +20%
WC
420
Waterloo Capital
Texas
$446K +$446K +1,544 New
MFG
421
Merit Financial Group
Georgia
$443K +$3.47K +12 +0.8%
CIP
422
Chartwell Investment Partners
Pennsylvania
$441K – – –
WI
423
WrapManager Inc
California
$436K -$6.06K -21 -1%
CCA
424
Catalyst Capital Advisors
New York
$429K -$91K -315 -18%
WCM
425
WealthBridge Capital Management
Ohio
$429K – – –
15 16
17
18 19