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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 %
HIM
451
Hanlon Investment Management
New Jersey
$324K +$35.3K +122 +12%
LNWWM
452
Laird Norton Wetherby Wealth Management
California
$321K -$36.6K -127 -10%
SS
453
Simplicity Solutions
Minnesota
$321K +$321K +1,111 New
DCM
454
Driehaus Capital Management
Illinois
$318K -$46.6K -161 -13%
CG
455
Cutler Group
California
$312K +$312K +1,082 New
QI
456
QS Investors
New York
$307K – – –
William Blair & Company
457
William Blair & Company
Illinois
$297K -$1.16K -4 -0.4%
Commonwealth Equity Services
458
Commonwealth Equity Services
Massachusetts
$293K +$27.5K +95 +10%
CAM
459
Cypress Asset Management
Texas
$292K +$292K +1,010 New
HA
460
Harbor Advisors
Florida
$289K – – –
SLG
461
Stanley-Laman Group
Pennsylvania
$283K +$283K +978 New
SMFS
462
Squar Milner Financial Services
California
$275K +$83.8K +290 +44%
HI
463
Horizon Investments
North Carolina
$273K -$124K -430 -31%
CA
464
Cetera Advisors
Colorado
$272K +$272K +942 New
BUB
465
BBVA USA Bancshares
Texas
$271K +$15.9K +55 +6%
BBVA
466
Banco Bilbao Vizcaya Argentaria
Spain
$267K +$8.66K +30 +3%
WSFS
467
Wilmington Savings Fund Society
Delaware
$262K -$869 -3 -0.3%
QI
468
Qtron Investments
Massachusetts
$260K – – –
LS
469
Livforsakringsbolaget Skandia
Sweden
$260K +$86.7K +300 +50%
DT
470
Diversified Trust
Tennessee
$257K +$257K +890 New
PHK
471
Point72 Hong Kong
Hong Kong
$256K +$68.8K +238 +37%
WAM
472
Wealthspire Advisors (Maryland)
Maryland
$255K -$67.3K -233 -21%
Walleye Capital
473
Walleye Capital
New York
$254K -$139K -480 -35%
SCA
474
Snowden Capital Advisors
New York
$254K -$22.8K -79 -8%
NC
475
NewSquare Capital
Pennsylvania
$238K +$238K +825 New
17 18
19
20 21