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

Top Sellers

1
MCM
Melvin Capital Management
New York
$0
2
Polen Capital Management
Polen Capital Management
Florida
$573M
3
Holocene Advisors
Holocene Advisors
New York
$0
4
Winslow Capital Management
Winslow Capital Management
Minnesota
$145M
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$1.06B
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
426
Creative Planning
Kansas
$899K +$9.23K +22 +1%
AIA
427
Angeles Investment Advisors
California
$895K +$113K +270 +14%
CCM
428
Copeland Capital Management
Pennsylvania
$890K -$320K -763 -26%
SAM
429
Strategy Asset Managers
California
$883K -$357K -851 -29%
Wolverine Trading
430
Wolverine Trading
Illinois
$881K +$881K +2,111 New
BTWM
431
Baker Tilly Wealth Management
Wisconsin
$873K +$41.5K +99 +5%
EI
432
Ethic Inc
New York
$871K +$305K +728 +54%
VF
433
Virtu Financial
New York
$871K +$871K +2,078 New
BDF
434
Balasa Dinverno & Foltz
$869K – – –
KeyBank National Association
435
KeyBank National Association
Ohio
$867K -$63.3K -151 -7%
WAM
436
World Asset Management
Michigan
$863K -$72.9K -150 -8%
TW
437
Transform Wealth
Colorado
$858K -$4.62K -11 -0.5%
RIM
438
Redwood Investment Management
Arizona
$858K +$15.5K +37 +2%
CAM
439
Cypress Asset Management
Texas
$851K +$35.6K +85 +4%
KAS
440
Kestra Advisory Services
Texas
$842K -$2.06M -4,905 -71%
TAM
441
Tocqueville Asset Management
New York
$839K – – –
EWA
442
Exencial Wealth Advisors
Oklahoma
$839K – – –
CIBC World Market
443
CIBC World Market
Ontario, Canada
$834K -$1.33M -3,169 -61%
EDRH
444
Edmond de Rothschild Holding
Switzerland
$811K +$170K +405 +26%
OTPPB
445
Ontario Teachers' Pension Plan Board
Ontario, Canada
$806K +$332K +791 +70%
BO
446
BRR OpCo
Ohio
$803K -$7.13K -17 -0.9%
FAM
447
Fred Alger Management
New York
$797K +$210K +500 +36%
BWM
448
Buckley Wealth Management
Nevada
$790K +$18.9K +45 +2%
LWM
449
Liberty Wealth Management
California
$789K – – –
GT
450
Greenleaf Trust
Michigan
$784K +$36.5K +87 +5%
16 17
18
19 20