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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 %
EWM
526
Evercore Wealth Management
New York
$513K +$2.23K +5 +0.4%
MSRPS
527
Maryland State Retirement & Pension System
Maryland
$513K +$513K +1,314 New
PHK
528
Point72 Hong Kong
Hong Kong
$510K -$1.22M -2,742 -71%
AC
529
Allstate Corporation
Illinois
$509K +$34.8K +78 +7%
ALAM
530
Asahi Life Asset Management
Japan
$507K +$284K +635 +127%
OTPPB
531
Ontario Teachers' Pension Plan Board
Ontario, Canada
$505K +$155K +348 +44%
IA
532
IndexIQ Advisors
New York
$497K +$227K +509 +84%
GBT
533
Grove Bank & Trust
Florida
$494K +$10.3K +23 +2%
ECA
534
Elevated Capital Advisors
Utah
$486K +$29.5K +66 +6%
NFG
535
Next Financial Group
Texas
$463K +$329K +737 +246%
TA
536
Tectonic Advisors
Texas
$458K +$458K +1,025 New
DCM
537
Driehaus Capital Management
Illinois
$452K -$139K -311 -24%
CCA
538
Checchi Capital Advisers
California
$449K -$15.6K -35 -3%
HA
539
Harbor Advisors
Florida
$447K – – –
PAM
540
Paradigm Asset Management
New York
$447K +$447K +1,000 New
MFG
541
Menard Financial Group
Texas
$446K +$139K +311 +45%
IP
542
Intellectus Partners
California
$444K +$15.6K +35 +4%
NP
543
Ninepoint Partners
Ontario, Canada
$440K +$440K +986 New
SP
544
Symmetry Partners
Connecticut
$438K +$1.34K +3 +0.3%
MWM
545
Meridian Wealth Management
Kentucky
$429K +$429K +961 New
SCM
546
SevenOneSeven Capital Management
Pennsylvania
$421K +$421K +943 New
EMG
547
ETF Managers Group
New Jersey
$420K -$689K -1,579 -62%
GC
548
GFG Capital
Florida
$419K – – –
QI
549
QS Investors
New York
$413K -$28.1K -63 -6%
CRCM
550
Corbett Road Capital Management
Virginia
$408K -$35.7K -80 -8%
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