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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 %
Mackenzie Financial
476
Mackenzie Financial
Ontario, Canada
$573K -$5.36K -15 -0.9%
Verition Fund Management
477
Verition Fund Management
Connecticut
$570K +$570K +1,599 New
WJWM
478
Williams Jones Wealth Management
New York
$568K +$568K +1,591 New
PC
479
Pier Capital
Connecticut
$558K +$29.6K +83 +6%
BCM
480
Bienville Capital Management
New York
$557K – – –
WA
481
Wealth Alliance
New York
$550K -$33.2K -93 -6%
GKFF
482
George Kaiser Family Foundation
Oklahoma
$550K – – –
MFG
483
Merit Financial Group
Georgia
$547K – – –
BP
484
Ballentine Partners
Massachusetts
$544K -$745K -2,089 -58%
SPC
485
Sigma Planning Corp
Michigan
$544K -$20K -56 -4%
VF
486
Virtu Financial
New York
$535K +$535K +1,500 New
FAM
487
Fred Alger Management
New York
$516K – – –
BIM
488
Bogle Investment Management
Massachusetts
$499K -$2.63M -7,369 -84%
EFMH
489
E Fund Management (HK)
Hong Kong
$499K – – –
SSWM
490
Sheets Smith Wealth Management
North Carolina
$491K +$491K +1,376 New
William Blair & Company
491
William Blair & Company
Illinois
$486K -$1.43K -4 -0.3%
WCM
492
WealthBridge Capital Management
Ohio
$483K -$17.8K -50 -4%
AIM
493
Aigen Investment Management
New York
$482K +$482K +1,352 New
ASN
494
Advisory Services Network
Georgia
$479K -$281K -790 -37%
QSS
495
Quantitative Systematic Strategies
Florida
$474K -$642K -1,801 -58%
DCM
496
Driehaus Capital Management
Illinois
$472K +$56.7K +159 +14%
LNWWM
497
Laird Norton Wetherby Wealth Management
California
$467K +$7.12K +20 +2%
PA
498
Profund Advisors
Maryland
$459K -$60.6K -170 -12%
HIIFS
499
Harel Insurance Investments & Financial Services
Israel
$459K +$459K +1,286 New
AIP
500
Ameritas Investment Partners
Nebraska
$456K -$21.7K -61 -5%
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