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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
T. Rowe Price Associates
Maryland
$1.29B
2
Victory Capital Management
Victory Capital Management
Texas
$300M
3
MWA
Marshall Wace Asia
Hong Kong
$189M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$199M
5
WCM Investment Management
WCM Investment Management
California
$127M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$859M
2
Bessemer Group
Bessemer Group
New Jersey
$801K
3
Renaissance Technologies
Renaissance Technologies
New York
$135M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$4.64M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
476
Aureus Asset Management
Massachusetts
$235K -$23.4K -81 -9%
DIM
477
DC Investments Management
Virginia
$233K +$233K +805 New
QT
478
Quantamental Technologies
New York
$231K -$763K -2,643 -77%
Caisse de Depot et Placement du Quebec (CDPQ)
479
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$231K -$231K -800 -50%
ECM
480
ETrade Capital Management
Virginia
$230K -$29.1K -101 -11%
AIA
481
Angeles Investment Advisors
California
$230K +$230K +686 New
ECM
482
ExodusPoint Capital Management
New York
$227K -$987K -3,422 -81%
JF
483
JSF Financial
California
$226K – – –
MFW
484
Meristem Family Wealth
Minnesota
$224K +$224K +774 New
CRCM
485
Corbett Road Capital Management
Virginia
$223K -$2.61K -9 -1%
PCG
486
Private Capital Group
Connecticut
$217K +$12.7K +44 +6%
CWM
487
Chesapeake Wealth Management
Virginia
$216K -$13K -45 -6%
OIA
488
OneDigital Investment Advisors
Kansas
$213K +$213K +736 New
JAFL
489
Jay A. Fishman Ltd
Michigan
$210K +$210K +727 New
HSA
490
HBK Sorce Advisory
Pennsylvania
$210K +$210K +727 New
PA
491
Paragon Advisors
Texas
$209K -$25.1K -87 -11%
DTL
492
Dynamic Technology Lab
Singapore
$208K -$479K -1,658 -70%
ZB
493
Zions Bancorporation
Utah
$197K +$105K +363 +114%
ST
494
Smithfield Trust
Pennsylvania
$194K – – –
AA
495
Ancora Advisors
Ohio
$185K – – –
RIM
496
Rampart Investment Management
Connecticut
$184K -$110K -379 -37%
FHA
497
Flagship Harbor Advisors
Massachusetts
$182K -$8.94K -31 -5%
PA
498
Parallel Advisors
California
$175K +$20.2K +70 +13%
S
499
SignatureFD
Georgia
$164K +$111K +385 +212%
PI
500
PineBridge Investments
New York
$147K -$2.19M -7,597 -94%
18 19
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