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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
T. Rowe Price Associates
Maryland
$1.29B
2
Victory Capital Management
Victory Capital Management
Texas
$300M
3
MWA
Marshall Wace Asia
Hong Kong
$189M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$199M
5
WCM Investment Management
WCM Investment Management
California
$127M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$859M
2
Bessemer Group
Bessemer Group
New Jersey
$801K
3
Renaissance Technologies
Renaissance Technologies
New York
$135M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$4.64M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAM
426
Fred Alger Management
New York
$427K +$348K +1,204 +443%
PAG
427
Private Advisory Group
Washington
$417K -$89.1K -308 -18%
AIP
428
Ameritas Investment Partners
Nebraska
$416K – – –
Jane Street
429
Jane Street
New York
$410K -$336K -1,163 -45%
PA
430
Profund Advisors
Maryland
$409K -$77.5K -268 -16%
EMG
431
ETF Managers Group
New Jersey
$406K +$41.1K +140 +11%
IP
432
Intellectus Partners
California
$405K -$40.8K -141 -9%
SPC
433
Sigma Planning Corp
Michigan
$404K -$65.3K -226 -14%
EWM
434
Evercore Wealth Management
New York
$395K -$867 -3 -0.2%
SWM
435
Segment Wealth Management
Texas
$393K +$11.6K +40 +3%
GC
436
GFG Capital
Florida
$390K +$3.18K +11 +0.8%
ASN
437
Advisory Services Network
Georgia
$388K -$68.5K -237 -15%
CI
438
Conning Inc
Connecticut
$372K -$1.16K -4 -0.3%
FPA
439
First Pacific Advisors
California
$363K +$363K +1,255 New
MFG
440
Magnus Financial Group
New York
$361K – – –
AWM
441
AE Wealth Management
Kansas
$360K +$80K +277 +29%
EI
442
Ethic Inc
New York
$357K -$50K -173 -12%
SF
443
Synovus Financial
Georgia
$357K +$253K +883 +244%
IC
444
IEQ Capital
California
$355K +$39.6K +137 +13%
Lazard Asset Management
445
Lazard Asset Management
New York
$353K – – –
VFA
446
Voya Financial Advisors
Connecticut
$352K -$34.1K -116 -9%
CCA
447
Checchi Capital Advisers
California
$351K +$61.6K +213 +21%
MERSOM
448
Municipal Employees' Retirement System of Michigan
Michigan
$350K +$5.79K +20 +2%
KeyBank National Association
449
KeyBank National Association
Ohio
$324K -$84.7K -293 -21%
HFM
450
Harvest Fund Management
China
$324K – – –
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