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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.

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
1
T. Rowe Price Associates
Maryland
$1.29B
2
Victory Capital Management
2
Victory Capital Management
Texas
$300M
3
MWA
3
Marshall Wace Asia
Hong Kong
$189M
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$199M
5
WCM Investment Management
5
WCM Investment Management
California
$127M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$859M
2
Bessemer Group
2
Bessemer Group
New Jersey
$801K
3
Renaissance Technologies
3
Renaissance Technologies
New York
$135M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$4.64M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
526
AIA Investment Management
Singapore
$40K – – –
EI
527
Ellevest Inc
New York
$38K +$11.3K +39 +42%
OPS
528
Orion Portfolio Solutions
Nebraska
$36K +$1.76K +6 +5%
BAM
529
Bellevue Asset Management
Washington
$35K -$333 -1 -0.9%
PA
530
Procyon Advisors
Connecticut
$31K -$1.45K -5 -4%
SIAS
531
Shine Investment Advisory Services
Colorado
$30K +$13.6K +47 +82%
JAM
532
JCIC Asset Management
Ontario, Canada
$30K +$30K +105 New
TCM
533
Tradewinds Capital Management
Washington
$29K – – –
HFA
534
HC Financial Advisors
California
$29K +$29K +100 New
AIM
535
Artemis Investment Management
United Kingdom
$28K -$2.52K -8,721 -8%
AS
536
Altshuler Shaham
Israel
$28K +$23.4K +82 +513%
CTC
537
Central Trust Company
Missouri
$27K – – –
BCA
538
Berman Capital Advisors
Georgia
$27K +$6.1K +21 +29%
OSAM
539
O'Shaughnessy Asset Management
Connecticut
$25K -$12.9K -44 -34%
LC
540
Lindbrook Capital
California
$25K +$7.39K +26 +42%
GAM
541
Gemmer Asset Management
California
$24K – – –
WT
542
Whittier Trust
California
$24K +$5.71K +20 +31%
CI
543
CX Institutional
Indiana
$24K +$5.78K +20 +32%
CWP
544
CFM Wealth Partners
Texas
$23K -$59K -200 -72%
FHA
545
First Horizon Advisors
Tennessee
$23K – – –
SBL
546
Sargent Bickham Lagudis
Colorado
$23K +$23K +80 New
M
547
Mirova
France
$22K – – –
LWA
548
Lenox Wealth Advisors
New York
$22K +$14.4K +49 +188%
CAN
549
Claraphi Advisory Network
United States
$22K +$22K +75 New
SGAM
550
Smith Group Asset Management
Texas
$20K -$38K -131 -66%
20 21
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