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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 %
SSWM
501
Sheets Smith Wealth Management
North Carolina
$639K +$25K +56 +4%
GTCM
502
Gyon Technologies Capital Management
New Jersey
$637K +$637K +1,426 New
S
503
Seeyond
France
$635K +$180K +403 +40%
William Blair & Company
504
William Blair & Company
Illinois
$626K +$17.9K +40 +3%
FAM
505
Fred Alger Management
New York
$625K -$20.1K -45 -3%
GSEP
506
Golden State Equity Partners
California
$624K +$624K +1,399 New
BP
507
Ballentine Partners
Massachusetts
$623K -$57.5K -129 -8%
VIA
508
Vident Investment Advisory
Georgia
$614K +$348K +778 +131%
EI
509
Ethic Inc
New York
$603K +$92K +206 +18%
JF
510
JSF Financial
California
$598K +$57.6K +129 +11%
LNWWM
511
Laird Norton Wetherby Wealth Management
California
$592K +$6.7K +15 +1%
ACM
512
AlphaCrest Capital Management
New York
$580K -$566K -1,268 -49%
WCM
513
WealthBridge Capital Management
Ohio
$573K -$31.7K -71 -5%
WI
514
WrapManager Inc
California
$569K +$18.8K +42 +3%
PA
515
Profund Advisors
Maryland
$565K -$9.83K -22 -2%
Acadian Asset Management
516
Acadian Asset Management
Massachusetts
$564K -$267K -598 -32%
SPC
517
Sigma Planning Corp
Michigan
$559K -$122K -272 -18%
AIP
518
Ameritas Investment Partners
Nebraska
$539K -$32.6K -73 -6%
LS
519
Livforsakringsbolaget Skandia
Sweden
$536K +$134K +300 +33%
AFS
520
Aft Forsyth & Sober
Florida
$536K +$536K +1,200 New
BG
521
Bellevue Group
Switzerland
$530K – – –
APP
522
Alpha Paradigm Partners
Illinois
$523K +$523K +1,171 New
Walleye Trading
523
Walleye Trading
New York
$519K +$519K +1,163 New
CPIG
524
Chicago Partners Investment Group
Illinois
$517K +$517K +1,254 New
CI
525
Conning Inc
Connecticut
$514K -$26.8K -60 -5%
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