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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 %
BBVA
476
Banco Bilbao Vizcaya Argentaria
Spain
$808K +$48.6K +109 +6%
ECM
477
Everence Capital Management
Indiana
$802K – – –
NA
478
Navellier & Associates
Nevada
$800K +$412K +922 +106%
GT
479
Greenleaf Trust
Michigan
$797K -$20.1K -45 -2%
LWM
480
Liberty Wealth Management
California
$789K +$3.33K +8 +0.4%
CIP
481
Chartwell Investment Partners
Pennsylvania
$785K – – –
WMA
482
Wealth Management Associates
New Jersey
$778K -$40.6K -91 -5%
SWM
483
Segment Wealth Management
Texas
$773K +$2.23K +5 +0.3%
MCIA
484
Mountain Capital Investment Advisors
Colorado
$767K -$254K -562 -25%
SA
485
SRN Advisors
Pennsylvania
$760K +$760K +1,740 New
CS
486
Comerica Securities
Michigan
$757K -$75.4K -169 -9%
Mackenzie Financial
487
Mackenzie Financial
Ontario, Canada
$757K +$40.6K +91 +6%
SIA
488
Strategic Investment Advisors
Michigan
$749K +$749K +1,677 New
CAG
489
Csenge Advisory Group
Florida
$723K +$723K +1,620 New
V
490
Veritable
Delaware
$713K -$37.5K -84 -5%
BCM
491
Bienville Capital Management
New York
$697K – – –
Commonwealth Equity Services
492
Commonwealth Equity Services
Massachusetts
$690K -$313K -701 -31%
GKFF
493
George Kaiser Family Foundation
Oklahoma
$689K – – –
EDRH
494
Edmond de Rothschild Holding
Switzerland
$684K +$405K +906 +145%
PNC
495
Park National Corp
Ohio
$682K -$40.2K -90 -6%
MFG
496
Merit Financial Group
Georgia
$679K -$5.36K -12 -0.8%
MAM
497
Montanaro Asset Management
United Kingdom
$670K +$670K +1,500 New
WA
498
Wealth Alliance
New York
$666K -$22.3K -50 -3%
ASN
499
Advisory Services Network
Georgia
$644K +$43.7K +98 +7%
PCS
500
Personal CFO Solutions
New Jersey
$643K +$97K +217 +18%
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