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MSCI
MSCI

Overview Fund Activity

759 hedge funds and large institutions have $33.5B invested in MSCI in 2020 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 292 increasing their positions, 251 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
759
Holders Change
+77
Holders Change %
+11.29%
% of All Funds
13.47%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.28%
New
138
Increased
292
Reduced
251
Closed
56
Calls
$148M
Puts
$125M
Net Calls
+$23.2M
Net Calls Change
-$49.4M

Top Buyers

1
SGA
Sustainable Growth Advisers
Connecticut
+$216M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$161M
3
DZ Bank
DZ Bank
Germany
+$160M
4
CTA
Carillon Tower Advisers
Florida
+$150M
5
Swedbank
Swedbank
Sweden
+$133M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$490M
2
BlackRock
BlackRock
New York
-$170M
3
SM
SCGE Management
California
-$121M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$118M
5
JCM
Junto Capital Management
New York
-$88M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIM
451
Hanlon Investment Management
New Jersey
$998K +$191K +427 +24%
KeyBank National Association
452
KeyBank National Association
Ohio
$990K +$526K +1,178 +113%
MWM
453
MorganRosel Wealth Management
Colorado
$974K +$25.9K +58 +3%
LA
454
LVW Advisors
New York
$968K +$218K +489 +29%
DCM
455
Davidson Capital Management
Texas
$964K +$26.8K +60 +3%
Creative Planning
456
Creative Planning
Kansas
$948K +$7.15K +16 +0.8%
BDF
457
Balasa Dinverno & Foltz
$926K -$12.1K -27 -1%
RCIM
458
Red Cedar Investment Management
Michigan
$919K -$330K -739 -26%
TW
459
Transform Wealth
Colorado
$918K – – –
PAS
460
Park Avenue Securities
New York
$899K -$84K -188 -9%
FPS
461
Fieldpoint Private Securities
Connecticut
$899K -$24.6K -55 -3%
RIM
462
Redwood Investment Management
Arizona
$899K +$899K +2,014 New
Cambridge Investment Research Advisors
463
Cambridge Investment Research Advisors
Iowa
$894K -$577K -1,291 -39%
TAM
464
Tocqueville Asset Management
New York
$893K – – –
EWA
465
Exencial Wealth Advisors
Oklahoma
$893K – – –
CTC
466
Central Trust Company
Missouri
$891K +$113K +253 +15%
BTWM
467
Baker Tilly Wealth Management
Wisconsin
$885K +$885K +1,983 New
Fifth Third Bancorp
468
Fifth Third Bancorp
Ohio
$875K +$51.8K +116 +6%
CAM
469
Cypress Asset Management
Texas
$869K – – –
BO
470
BRR OpCo
Ohio
$862K +$32.1K +72 +4%
WAM
471
World Asset Management
Michigan
$860K -$37.5K -84 -4%
AIA
472
Angeles Investment Advisors
California
$833K +$422K +945 +103%
IMRF
473
Illinois Municipal Retirement Fund
Illinois
$830K +$396K +887 +91%
LIA
474
LS Investment Advisors
Michigan
$822K -$68.4K -153 -8%
BWM
475
Buckley Wealth Management
Nevada
$822K +$38K +85 +5%
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19
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