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MSCI
MSCI

Overview Fund Activity

732 hedge funds and large institutions have $31.5B invested in MSCI in 2021 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 285 increasing their positions, 283 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
732
Holders Change
-27
Holders Change %
-3.56%
% of All Funds
12.89%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.18%
New
70
Increased
285
Reduced
283
Closed
89
Calls
$60.6M
Puts
$122M
Net Calls
-$61.2M
Net Calls Change
-$84.4M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.59B
2
Brown Advisory
Brown Advisory
Maryland
$256M
3
VOYA Investment Management
VOYA Investment Management
Georgia
$285M
4
Bessemer Group
Bessemer Group
New Jersey
$141M
5
BlackRock
BlackRock
New York
$2.82B

Top Sellers

1
MCM
Melvin Capital Management
New York
$0
2
Polen Capital Management
Polen Capital Management
Florida
$573M
3
Holocene Advisors
Holocene Advisors
New York
$0
4
Winslow Capital Management
Winslow Capital Management
Minnesota
$145M
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$1.06B
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
526
Cresset Asset Management
Illinois
$365K +$365K +868 New
EF
527
Empirical Finance
Pennsylvania
$361K – – –
SBH
528
Segall Bryant & Hamill
Illinois
$361K +$6.71K +16 +2%
MYAM
529
Meiji Yasuda Asset Management
Japan
$354K +$155K +370 +78%
FTDI
530
First Trust Direct Indexing
Massachusetts
$353K +$3.36K +8 +1%
RJT
531
Raymond James Trust
Florida
$353K +$119K +285 +51%
SIM
532
Sentry Investment Management
Wisconsin
$350K -$1.67M -3,987 -83%
YIH
533
Y-Intercept (HK)
Hong Kong
$347K +$347K +832 New
SWA
534
SFMG Wealth Advisors
Texas
$346K – – –
BG
535
Bellevue Group
Switzerland
$342K -$155K -370 -31%
IP
536
Intellectus Partners
California
$329K -$87.5K -209 -21%
BUB
537
BBVA USA Bancshares
Texas
$328K -$9.66K -23 -3%
RA
538
RFG Advisory
Alabama
$328K +$328K +782 New
ERWM
539
Elk River Wealth Management
Colorado
$327K – – –
MFW
540
Meristem Family Wealth
Minnesota
$325K – – –
HSA
541
HBK Sorce Advisory
Pennsylvania
$304K +$4.2K +10 +1%
TI
542
Tidal Investments
Wisconsin
$302K +$112K +266 +59%
SFS
543
Sowell Financial Services
Arkansas
$301K +$11.9K +25 +4%
GC
544
GFG Capital
Florida
$291K -$102K -243 -26%
IWA
545
Intercontinental Wealth Advisors
Texas
$291K -$41.5K -99 -12%
MAM
546
Magellan Asset Management
Australia
$288K +$28.5K +68 +11%
OIA
547
OneDigital Investment Advisors
Kansas
$286K -$25.6K -61 -8%
SWM
548
Spire Wealth Management
Virginia
$285K +$285K +676 New
VIA
549
Vident Investment Advisory
Georgia
$283K -$295K -701 -51%
Lido Advisors
550
Lido Advisors
California
$283K -$1.26K -3 -0.4%
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