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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 %
GC
526
GFG Capital
Florida
$335K -$167K -467 -33%
AIA
527
Angeles Investment Advisors
California
$328K -$46.3K -130 -12%
WSFS
528
Wilmington Savings Fund Society
Delaware
$326K +$3.56K +10 +1%
WCA
529
Waratah Capital Advisors
Ontario, Canada
$325K -$4.38M -12,271 -93%
FC
530
Forte Capital
New York
$321K -$1.78K -5 -0.6%
LS
531
Livforsakringsbolaget Skandia
Sweden
$321K – – –
AI
532
Atom Investors
Texas
$314K +$314K +881 New
SFS
533
Sowell Financial Services
Arkansas
$313K -$112K -313 -26%
NA
534
Navellier & Associates
Nevada
$310K -$405K -1,134 -57%
TEC
535
Tiger Eye Capital
Tennessee
$296K -$4.26M -11,956 -94%
FMT
536
First Mercantile Trust
Tennessee
$294K +$46.1K +118 +19%
BUB
537
BBVA USA Bancshares
Texas
$284K -$9.24K -26 -3%
SCA
538
Snowden Capital Advisors
New York
$280K – – –
OTPPB
539
Ontario Teachers' Pension Plan Board
Ontario, Canada
$279K -$1.1M -3,089 -80%
MFW
540
Meristem Family Wealth
Minnesota
$276K – – –
CF
541
Copperwynd Financial
Arizona
$272K +$272K +762 New
JAFL
542
Jay A. Fishman Ltd
Michigan
$259K – – –
HSA
543
HBK Sorce Advisory
Pennsylvania
$256K -$3.21K -9 -1%
ACM
544
Alpha Capital Management
Texas
$255K +$255K +715 New
MCM
545
MAI Capital Management
Ohio
$252K +$252K +707 New
DT
546
Diversified Trust
Tennessee
$250K -$67.4K -189 -21%
OIA
547
OneDigital Investment Advisors
Kansas
$245K -$6.41K -18 -3%
PA
548
Parallel Advisors
California
$245K +$18.9K +53 +8%
MFG
549
Menard Financial Group
Texas
$245K +$245K +687 New
HFM
550
Harvest Fund Management
China
$243K -$50.1K -143 -17%
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