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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 %
WI
501
WrapManager Inc
California
$440K -$100K -281 -19%
CI
502
Conning Inc
Connecticut
$432K +$7.14K +20 +2%
JF
503
JSF Financial
California
$432K +$46.1K +129 +12%
HIM
504
Hillsdale Investment Management
Ontario, Canada
$428K – – –
BG
505
Bellevue Group
Switzerland
$423K – – –
AG
506
Algert Global
California
$412K +$412K +1,156 New
EWM
507
Evercore Wealth Management
New York
$408K -$52.1K -146 -11%
EI
508
Ethic Inc
New York
$408K +$28.2K +79 +7%
ECA
509
Elevated Capital Advisors
Utah
$389K -$65.4K -172 -14%
GBT
510
Grove Bank & Trust
Florida
$386K +$38.5K +108 +11%
IC
511
IEQ Capital
California
$383K +$87K +244 +29%
AC
512
Allstate Corporation
Illinois
$379K -$164K -459 -30%
ZB
513
Zions Bancorporation
Utah
$376K -$2.14K -6 -0.6%
CCA
514
Checchi Capital Advisers
California
$371K -$55.6K -156 -13%
KeyBank National Association
515
KeyBank National Association
Ohio
$371K -$7.49K -21 -2%
NC
516
NewSquare Capital
Pennsylvania
$367K +$57K +160 +18%
S
517
Seeyond
France
$364K +$7.14K +20 +2%
HA
518
Harbor Advisors
Florida
$357K – – –
CRCM
519
Corbett Road Capital Management
Virginia
$355K +$23.9K +67 +7%
CC
520
Centiva Capital
New York
$354K +$354K +993 New
QI
521
QS Investors
New York
$353K -$26.8K -75 -7%
USGIU
522
U.S. Global Investors (USGI)
Texas
$351K -$1.23M -3,450 -78%
SP
523
Symmetry Partners
Connecticut
$349K +$349K +979 New
IMRF
524
Illinois Municipal Retirement Fund
Illinois
$346K +$346K +971 New
IP
525
Intellectus Partners
California
$342K -$189K -530 -36%
19 20
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