MSCI icon

MSCI
MSCI

Overview Fund Activity

651 hedge funds and large institutions have $25.5B invested in MSCI in 2020 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 238 increasing their positions, 247 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
651
Holders Change
+45
Holders Change %
+7.43%
% of All Funds
13.38%
Holding in Top 10
12
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-36.84%
% of All Funds
0.25%
New
100
Increased
238
Reduced
247
Closed
48
Calls
$145M
Puts
$154M
Net Calls
-$8.3M
Net Calls Change
+$21.1M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$186M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
+$118M
3
DCP
Durable Capital Partners
Maryland
+$93.8M
4
BlackRock
BlackRock
New York
+$83.2M
5
Polen Capital Management
Polen Capital Management
Florida
+$75.1M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$209M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$199M
3
Renaissance Technologies
Renaissance Technologies
New York
-$128M
4
MWA
Marshall Wace Asia
Hong Kong
-$127M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIS
451
Harvest Investment Services
Illinois
$550K +$550K +1,648 New
WA
452
Wealth Alliance
New York
$546K -$65.5K -196 -11%
Mackenzie Financial
453
Mackenzie Financial
Ontario, Canada
$541K +$13K +39 +2%
TA
454
Tiedemann Advisors
New York
$536K – – –
SPC
455
Sigma Planning Corp
Michigan
$527K +$60.4K +181 +13%
V
456
Veritable
Delaware
$522K -$50.4K -151 -9%
BCM
457
Bienville Capital Management
New York
$521K – – –
RIM
458
Rampart Investment Management
Connecticut
$521K +$309K +926 +146%
GKFF
459
George Kaiser Family Foundation
Oklahoma
$515K +$515K +1,542 New
MFG
460
Merit Financial Group
Georgia
$512K – – –
AC
461
Allstate Corporation
Illinois
$508K +$508K +1,521 New
WI
462
WrapManager Inc
California
$505K +$1K +3 +0.2%
FPA
463
First Pacific Advisors
California
$499K +$80.1K +240 +19%
IP
464
Intellectus Partners
California
$497K +$29.7K +89 +6%
PC
465
Pier Capital
Connecticut
$494K -$165K -495 -25%
PA
466
Profund Advisors
Maryland
$486K +$14.3K +43 +3%
SWM
467
Segment Wealth Management
Texas
$486K +$31.7K +95 +7%
FAM
468
Fred Alger Management
New York
$482K -$10.3K -31 -2%
WCM
469
WealthBridge Capital Management
Ohio
$469K -$27K -81 -5%
GC
470
GFG Capital
Florida
$469K +$18.7K +56 +4%
EFMH
471
E Fund Management (HK)
Hong Kong
$467K +$467K +1,400 New
William Blair & Company
472
William Blair & Company
Illinois
$456K +$112K +337 +33%
ECA
473
Elevated Capital Advisors
Utah
$452K +$452K +1,195 New
AIP
474
Ameritas Investment Partners
Nebraska
$447K -$32.7K -98 -7%
MFG
475
Magnus Financial Group
New York
$436K +$19.4K +58 +5%
17 18
19
20 21