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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 %
TAM
451
Tocqueville Asset Management
New York
$714K – – –
EWA
452
Exencial Wealth Advisors
Oklahoma
$714K – – –
FMLI
453
Fukoku Mutual Life Insurance
Japan
$714K +$107K +300 +18%
LIA
454
LS Investment Advisors
Michigan
$711K -$5.71K -16 -0.8%
CAM
455
Cypress Asset Management
Texas
$694K +$39.2K +110 +6%
OPS
456
Orion Portfolio Solutions
Nebraska
$674K +$554K +1,554 +463%
LWM
457
Liberty Wealth Management
California
$673K +$1.43K +4 +0.2%
CS
458
Comerica Securities
Michigan
$665K -$114K -321 -15%
Acadian Asset Management
459
Acadian Asset Management
Massachusetts
$664K -$365K -1,024 -35%
BO
460
BRR OpCo
Ohio
$663K -$84.2K -236 -11%
IG
461
ING Group
Netherlands
$660K +$404K +1,132 +157%
Fifth Third Bancorp
462
Fifth Third Bancorp
Ohio
$658K +$7.14K +20 +1%
WMA
463
Wealth Management Associates
New Jersey
$654K -$152K -425 -19%
GT
464
Greenleaf Trust
Michigan
$653K -$21.8K -61 -3%
HIM
465
Hanlon Investment Management
New Jersey
$645K +$329K +922 +104%
ECM
466
Everence Capital Management
Indiana
$641K – – –
CIP
467
Chartwell Investment Partners
Pennsylvania
$628K +$36.4K +102 +6%
BWM
468
Buckley Wealth Management
Nevada
$626K -$334K -935 -35%
CTC
469
Central Trust Company
Missouri
$622K +$1.79K +5 +0.3%
SWM
470
Segment Wealth Management
Texas
$616K +$97K +272 +19%
BBVA
471
Banco Bilbao Vizcaya Argentaria
Spain
$607K +$12.5K +35 +2%
V
472
Veritable
Delaware
$600K +$41.4K +116 +7%
LA
473
LVW Advisors
New York
$599K +$201K +562 +50%
UR
474
USCA RIA
Texas
$581K +$581K +1,627 New
PNC
475
Park National Corp
Ohio
$577K -$209K -586 -27%
17 18
19
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