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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 %
HWM
401
Hohimer Wealth Management
Washington
$1.55M – – –
WWS
402
Wellington Wealth Strategies
Indiana
$1.54M +$1.54M +2,731 New
Cetera Investment Advisers
403
Cetera Investment Advisers
Illinois
$1.54M +$1.54M +3,455 New
SSIM
404
Sheets Smith Investment Management
Texas
$1.53M +$1.53M +3,422 New
AP
405
Advisor Partners
California
$1.52M +$1.79K +4 +0.1%
CCP
406
Corient Capital Partners
California
$1.51M -$178K -399 -11%
OAM
407
Optimal Asset Management
California
$1.49M +$446 +1 +0%
HAG
408
HighPoint Advisor Group
Illinois
$1.48M +$53.5K +128 +4%
SAM
409
Sompo Asset Management
Japan
$1.47M -$121K -270 -8%
AIL
410
AGF Investments LLC
Ontario, Canada
$1.46M -$779K -1,744 -35%
CI
411
Cavalier Investments
Georgia
$1.46M +$364K +815 +33%
AC
412
Avestar Capital
New York
$1.45M -$44.2K -99 -3%
PA
413
Paragon Advisors
Texas
$1.43M +$413K +944 +41%
SA
414
Shilanski & Associates
Alaska
$1.41M +$13.4K +30 +1%
WANY
415
Wealthspire Advisors (New York)
New York
$1.41M +$209K +469 +17%
HAI
416
Hennessy Advisors Inc
California
$1.38M +$1.38M +3,100 New
SC
417
Scotia Capital
Ontario, Canada
$1.38M +$253K +566 +22%
SG Americas Securities
418
SG Americas Securities
New York
$1.38M -$282K -632 -17%
IRF
419
IBM Retirement Fund
New York
$1.35M +$164K +368 +14%
CI
420
Cigna Investments
Connecticut
$1.34M +$109K +244 +9%
EFMH
421
E Fund Management (HK)
Hong Kong
$1.34M +$715K +1,600 +114%
AFA
422
Abacus FCF Advisors
Florida
$1.34M -$1.01M -2,342 -43%
SAM
423
Strategy Asset Managers
California
$1.32M -$96K -215 -7%
Bessemer Group
424
Bessemer Group
New Jersey
$1.32M +$103K +231 +9%
BRWA
425
B. Riley Wealth Advisors
Florida
$1.3M -$841K -1,883 -39%
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