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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 %
POIA
501
Pin Oak Investment Advisors
Texas
$144K +$2.6K +9 +2%
BAM
502
Barrett Asset Management
New York
$137K – – –
Rockefeller Capital Management
503
Rockefeller Capital Management
New York
$131K +$20.8K +72 +19%
RE
504
RBC Europe
United Kingdom
$130K +$20.8K +72 +19%
IA
505
IFP Advisors
Florida
$127K -$27K -92 -18%
VFA
506
Valeo Financial Advisors
Indiana
$116K -$6.56K -22 -5%
Carson Wealth (CWM LLC)
507
Carson Wealth (CWM LLC)
Nebraska
$115K – – –
GAM
508
GQ Asset Management
New York
$108K -$275K -952 -72%
PCM
509
Prelude Capital Management
New York
$93K +$26.8K +93 +40%
KPW
510
Kore Private Wealth
New York
$89K +$1.74K +6 +2%
QCG
511
Quadrant Capital Group
Ohio
$89K +$40.3K +136 +83%
CIA
512
CSat Investment Advisory
Michigan
$87K +$8.96K +31 +11%
FDCDDQ
513
Federation des caisses Desjardins du Quebec
Quebec, Canada
$83.2K +$48K +166 +136%
O
514
Ossiam
France
$82K -$49.4K -171 -38%
Walleye Trading
515
Walleye Trading
New York
$79K -$348K -1,198 -81%
CB
516
CNB Bank
Pennsylvania
$78K +$78K +270 New
FMT
517
First Mercantile Trust
Tennessee
$70K +$70K +243 New
NFG
518
Next Financial Group
Texas
$63K +$56K +192 +800%
EP
519
Eudaimonia Partners
Tennessee
$60K +$60K +209 New
GRP
520
Global Retirement Partners
California
$57K +$10.1K +35 +22%
Northwestern Mutual Wealth Management
521
Northwestern Mutual Wealth Management
Wisconsin
$56K -$14.6K -50 -21%
BL
522
Balentine LLC
Georgia
$56K +$8.37K +29 +18%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
523
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$49K -$329K -1,128 -87%
CYG
524
Clean Yield Group
Vermont
$42K +$42K +147 New
FGAM
525
Financial Gravity Asset Management
Texas
$41.9K -$29.5K -102 -41%
19 20
21
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