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MSCI
MSCI

Overview Fund Activity

804 hedge funds and large institutions have $45B invested in MSCI in 2021 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 278 increasing their positions, 304 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
804
Holders Change
+51
Holders Change %
+6.77%
% of All Funds
14.12%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.39%
New
102
Increased
278
Reduced
304
Closed
40
Calls
$154M
Puts
$316M
Net Calls
-$162M
Net Calls Change
-$103M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$83.6M
2
Federated Hermes
Federated Hermes
Pennsylvania
$287M
3
Morgan Stanley
Morgan Stanley
New York
$234M
4
Barclays
Barclays
United Kingdom
$198M
5
Goldman Sachs
Goldman Sachs
New York
$174M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.89B
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$1.33B
3
SGA
Sustainable Growth Advisers
Connecticut
$354M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$197M
5
Korea Investment Corp
Korea Investment Corp
South Korea
$8.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIP
451
Chartwell Investment Partners
Pennsylvania
$1.07M – – –
FPS
452
Fieldpoint Private Securities
Connecticut
$1.07M -$6.69K -11 -0.6%
WMA
453
Wealth Management Associates
New Jersey
$1.06M – – –
BDF
454
Balasa Dinverno & Foltz
$1.05M -$207K -340 -16%
ASN
455
Advisory Services Network
Georgia
$1.05M +$256K +421 +32%
HIM
456
Hanlon Investment Management
New Jersey
$1.03M +$1.03M +1,685 New
CIBC World Market
457
CIBC World Market
Ontario, Canada
$1.02M -$6.16M -10,136 -86%
CAG
458
Csenge Advisory Group
Florida
$1.02M +$71.5K +117 +8%
V
459
Veritable
Delaware
$998K +$17K +28 +2%
PC
460
Pier Capital
Connecticut
$989K +$472K +776 +91%
VIA
461
Vident Investment Advisory
Georgia
$989K +$711K +1,166 +255%
Simplex Trading
462
Simplex Trading
Illinois
$975K -$107K -200 -10%
DC
463
Davenport & Co
Virginia
$953K +$438K +720 +85%
WAM
464
World Asset Management
Michigan
$937K -$96.7K -159 -9%
MFG
465
Merit Financial Group
Georgia
$931K – – –
BA
466
Bridgewater Associates
Connecticut
$922K +$922K +1,516 New
TW
467
Transform Wealth
Colorado
$919K -$376K -618 -29%
OSAM
468
O'Shaughnessy Asset Management
Connecticut
$901K +$318K +522 +54%
TRCT
469
Tower Research Capital (TRC)
New York
$892K -$2.15M -3,540 -71%
SSWM
470
Sheets Smith Wealth Management
North Carolina
$871K – – –
VPIM
471
Vanguard Personalized Indexing Management
California
$856K +$226K +372 +36%
MLL
472
Moody Lynn & Lieberson
Massachusetts
$854K – – –
BP
473
Ballentine Partners
Massachusetts
$849K +$1.22K +2 +0.1%
William Blair & Company
474
William Blair & Company
Illinois
$847K -$54.8K -90 -6%
LNWWM
475
Laird Norton Wetherby Wealth Management
California
$843K +$32.2K +53 +4%
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