MSCI icon

MSCI
MSCI

Overview Fund Activity

682 hedge funds and large institutions have $26.6B invested in MSCI in 2020 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 228 increasing their positions, 287 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
682
Holders Change
+31
Holders Change %
+4.76%
% of All Funds
13.8%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.2%
New
89
Increased
228
Reduced
287
Closed
54
Calls
$166M
Puts
$93.8M
Net Calls
+$72.5M
Net Calls Change
+$80.8M

Top Buyers

1
MCM
Melvin Capital Management
New York
+$134M
2
Capital International Investors
Capital International Investors
California
+$110M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$40.1M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$38.2M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$34.3M

Top Sellers

1
CWG
C WorldWide Group
Denmark
-$248M
2
Polen Capital Management
Polen Capital Management
Florida
-$209M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$132M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$117M
5
CTA
Carillon Tower Advisers
Florida
-$99.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
426
Arabesque Asset Management
United Kingdom
$908K -$687K -1,924 -43%
EMG
427
ETF Managers Group
New Jersey
$905K -$36K -101 -4%
SC
428
Scotia Capital
Ontario, Canada
$903K -$259K -727 -22%
ACA
429
Atlas Capital Advisors
Wyoming
$898K -$31K -87 -3%
CNC
430
Canandaigua National Corp
New York
$896K -$801K -2,247 -47%
NB
431
Norinchukin Bank
Japan
$884K +$25.3K +71 +3%
CI
432
Cavalier Investments
Georgia
$872K -$508K -1,423 -37%
PA
433
Paragon Advisors
Texas
$825K +$1.43K +4 +0.2%
APA
434
American Portfolios Advisors
New York
$816K -$36K -101 -4%
CIBC World Market
435
CIBC World Market
Ontario, Canada
$806K +$203K +569 +34%
Commonwealth Equity Services
436
Commonwealth Equity Services
Massachusetts
$801K -$15.3K -43 -2%
TRCT
437
Tower Research Capital (TRC)
New York
$798K +$65K +182 +9%
MCIA
438
Mountain Capital Investment Advisors
Colorado
$797K +$797K +2,259 New
IWP
439
Icon Wealth Partners
Texas
$791K +$791K +2,217 New
KRSITF
440
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$785K +$38.6K +108 +5%
PAS
441
Park Avenue Securities
New York
$785K +$50.6K +142 +7%
CAAS
442
Capital Asset Advisory Services
Michigan
$760K -$36.8K -103 -5%
MWM
443
MorganRosel Wealth Management
Colorado
$758K +$31K +87 +4%
Creative Planning
444
Creative Planning
Kansas
$751K -$4.28K -12 -0.6%
DCM
445
Davidson Capital Management
Texas
$749K -$118K -332 -14%
BDF
446
Balasa Dinverno & Foltz
$749K +$749K +2,100 New
FPS
447
Fieldpoint Private Securities
Connecticut
$738K +$508K +1,424 +221%
TW
448
Transform Wealth
Colorado
$734K -$39.3K -110 -5%
SSA
449
Schonfeld Strategic Advisors
New York
$726K +$726K +2,036 New
WAM
450
World Asset Management
Michigan
$717K -$15.7K -44 -2%
16 17
18
19 20