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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 %
AC
501
Allstate Corporation
Illinois
$581K -$67.2K -126 -10%
SA
502
SRN Advisors
Pennsylvania
$576K -$96K -180 -14%
FTDI
503
First Trust Direct Indexing
Massachusetts
$559K +$110K +207 +25%
SAS
504
Stelac Advisory Services
New York
$553K +$553K +1,037 New
VPIM
505
Vanguard Personalized Indexing Management
California
$552K +$217K +407 +65%
IFWM
506
Institute for Wealth Management
Colorado
$547K +$46.9K +88 +9%
WCM
507
WealthBridge Capital Management
Ohio
$545K -$134K -251 -20%
FC
508
Forte Capital
New York
$541K +$38.4K +72 +8%
IMRF
509
Illinois Municipal Retirement Fund
Illinois
$535K -$455K -854 -46%
FGAM
510
Financial Gravity Asset Management
Texas
$533K -$66.6K -2 -11%
WA
511
WestEnd Advisors
North Carolina
$533K – – –
HA
512
Harbor Advisors
Florida
$533K – – –
SP
513
Symmetry Partners
Connecticut
$520K – – –
PTC
514
Private Trust Company
Ohio
$519K +$5.33K +10 +1%
WI
515
WrapManager Inc
California
$511K +$9.59K +18 +2%
CAM
516
Cresset Asset Management
Illinois
$511K +$48.5K +91 +10%
OSAM
517
O'Shaughnessy Asset Management
Connecticut
$511K +$181K +339 +55%
EF
518
Empirical Finance
Pennsylvania
$503K +$71.5K +134 +17%
CI
519
Conning Inc
Connecticut
$501K -$51.2K -96 -9%
CHC
520
City Holding Co
West Virginia
$494K +$302K +566 +157%
PCA
521
Pallas Capital Advisors
Massachusetts
$490K +$490K +785 New
AWA
522
Arete Wealth Advisors
Illinois
$485K +$485K +932 New
WSFS
523
Wilmington Savings Fund Society
Delaware
$482K – – –
GBT
524
Grove Bank & Trust
Florida
$480K -$1.07K -2 -0.2%
CGL
525
Clarius Group LLC
Washington
$480K +$533 +1 +0.1%
19 20
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