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MSCI
MSCI

762 hedge funds and large institutions have $33.5B invested in MSCI in 2020 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 293 increasing their positions, 251 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 56

60% more funds holding in top 10

Funds holding in top 10: 10 → 16 (+6)

26% more capital invested

Capital invested by funds: $26.6B → $33.5B (+$6.88B)

19% more call options, than puts

Call options by funds: $148M | Put options by funds: $125M

17% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 251

12% more funds holding

Funds holding: 683 → 762 (+79)

0.72% more ownership

Funds ownership: 89.46% → 90.18% (+0.72%)

Holders
762
Holders Change
+79
Holders Change %
+11.57%
% of All Funds
13.48%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.28%
New
140
Increased
293
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
+$190M
2
DZ Bank
DZ Bank
Germany
+$143M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$141M
4
CTA
Carillon Tower Advisers
Florida
+$132M
5
Swedbank
Swedbank
Sweden
+$120M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$430M
2
BlackRock
BlackRock
New York
-$150M
3
SM
SCGE Management
California
-$121M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$104M
5
JCM
Junto Capital Management
New York
-$88M
Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
501
Advisory Services Network
Georgia
$644K +$38.5K +98 +7%
PCS
502
Personal CFO Solutions
New Jersey
$643K +$85.1K +217 +18%
SSWM
503
Sheets Smith Wealth Management
North Carolina
$639K +$22K +56 +4%
GTCM
504
Gyon Technologies Capital Management
New Jersey
$637K +$559K +1,426 New
S
505
Seeyond
France
$635K +$158K +403 +40%
William Blair & Company
506
William Blair & Company
Illinois
$626K +$15.7K +40 +3%
FAM
507
Fred Alger Management
New York
$625K -$17.7K -45 -3%
GSEP
508
Golden State Equity Partners
California
$624K +$549K +1,399 New
BP
509
Ballentine Partners
Massachusetts
$623K -$50.6K -129 -8%
VIA
510
Vident Investment Advisory
Georgia
$614K +$305K +778 +131%
EI
511
Ethic Inc
New York
$603K +$80.8K +206 +18%
JF
512
JSF Financial
California
$598K +$50.6K +129 +11%
LNWWM
513
Laird Norton Wetherby Wealth Management
California
$592K +$5.88K +15 +1%
ACM
514
AlphaCrest Capital Management
New York
$580K -$498K -1,268 -49%
WCM
515
WealthBridge Capital Management
Ohio
$573K -$27.9K -71 -5%
WI
516
WrapManager Inc
California
$569K +$16.5K +42 +3%
PA
517
Profund Advisors
Maryland
$565K -$8.63K -22 -2%
Acadian Asset Management
518
Acadian Asset Management
Massachusetts
$564K -$235K -598 -32%
SPC
519
Sigma Planning Corp
Michigan
$559K -$107K -272 -18%
AIP
520
Ameritas Investment Partners
Nebraska
$539K -$28.6K -73 -6%
LS
521
Livforsakringsbolaget Skandia
Sweden
$536K +$118K +300 +33%
AFS
522
Aft Forsyth & Sober
Florida
$536K +$471K +1,200 New
BG
523
Bellevue Group
Switzerland
$530K – – –
APP
524
Alpha Paradigm Partners
Illinois
$523K +$459K +1,171 New
Walleye Trading
525
Walleye Trading
New York
$519K +$456K +1,163 New
19 20
21
22 23

MSCI Hedge Fund Activity: Q4 2020 in Review

762 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in MSCI (MSCI) for Q4 2020, worth a combined $33.5B — up 26% from $26.6B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new MSCI positions and 56 closed out — a net gain of 84 holders — while 293 added to existing stakes and 251 trimmed.

The largest buyer was Sustainable Growth Advisers, opening a new position worth an estimated $190M. The largest seller was T. Rowe Price Associates, cutting an estimated $430M.

  • 762 institutional investors held MSCI (MSCI) as of Q4 2020, up from 683 in Q3 2020.
  • Funds reported $33.5B of MSCI stock for Q4 2020, up 26% quarter-over-quarter.
  • 140 funds opened new MSCI positions in Q4 2020 and 56 closed out, a net change of +84 holders.
  • The largest MSCI buyer in Q4 2020 was Sustainable Growth Advisers, an estimated $190M added.
  • The largest MSCI seller in Q4 2020 was T. Rowe Price Associates, an estimated $430M sold.

Based on aggregated 13F filings for Q4 2020.