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MSCI
MSCI

Overview Fund Activity

753 hedge funds and large institutions have $39.8B invested in MSCI in 2021 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 290 increasing their positions, 277 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
753
Holders Change
+21
Holders Change %
+2.87%
% of All Funds
13.15%
Holding in Top 10
17
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+70%
% of All Funds
0.3%
New
78
Increased
290
Reduced
277
Closed
49
Calls
$82.8M
Puts
$141M
Net Calls
-$58.5M
Net Calls Change
+$2.72M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$368M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$171M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$398M
4
UBS AM
UBS AM
Illinois
$237M
5
DCP
Durable Capital Partners
Maryland
$474M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.75B
2
BlackRock
BlackRock
New York
$3.4B
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$1.25B
4
Wells Fargo
Wells Fargo
California
$205M
5
N
Natixis
France
$4.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
476
Advisory Services Network
Georgia
$691K -$4.27K -8 -0.6%
PA
477
Profund Advisors
Maryland
$690K -$22.9K -43 -3%
Holocene Advisors
478
Holocene Advisors
New York
$682K +$682K +1,280 New
SPC
479
Sigma Planning Corp
Michigan
$679K +$4.26K +8 +0.6%
CPIG
480
Chicago Partners Investment Group
Illinois
$673K -$42K -73 -6%
WAM
481
Wolverine Asset Management
Illinois
$664K +$664K +1,246 New
MCIA
482
Mountain Capital Investment Advisors
Colorado
$656K -$35.4K -64 -5%
CTC
483
Central Trust Company
Missouri
$653K -$275K -515 -30%
SBH
484
Segall Bryant & Hamill
Illinois
$653K +$194K +363 +42%
CF
485
Copperwynd Financial
Arizona
$643K +$77.8K +146 +14%
WA
486
Wealth Alliance
New York
$640K -$18.1K -34 -3%
LS
487
Livforsakringsbolaget Skandia
Sweden
$640K – – –
BCV
488
Banque Cantonale Vaudoise
Switzerland
$640K +$640K +1,200 New
SCA
489
Snowden Capital Advisors
New York
$639K +$46.4K +87 +8%
Squarepoint
490
Squarepoint
New York
$636K +$636K +1,194 New
NFG
491
Next Financial Group
Texas
$632K +$11.7K +22 +2%
SICM
492
Sustainable Insight Capital Management
New York
$627K +$627K +1,177 New
PCS
493
Personal CFO Solutions
New Jersey
$625K -$63.4K -119 -9%
CCA
494
Checchi Capital Advisers
California
$624K -$50.1K -94 -7%
AIP
495
Ameritas Investment Partners
Nebraska
$611K – – –
EWM
496
Evercore Wealth Management
New York
$600K -$2.66K -5 -0.4%
Nomura Holdings
497
Nomura Holdings
Japan
$592K -$17.3M -32,460 -97%
CAPTRUST Financial Advisors
498
CAPTRUST Financial Advisors
North Carolina
$592K -$5.87K -11 -1%
WFC
499
Western Financial Corp
California
$586K +$50.1K +94 +9%
Group One Trading
500
Group One Trading
Illinois
$583K +$244K +457 +72%
18 19
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