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MSCI
MSCI

Overview Fund Activity

804 hedge funds and large institutions have $45B invested in MSCI in 2021 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 278 increasing their positions, 304 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
804
Holders Change
+51
Holders Change %
+6.77%
% of All Funds
14.12%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.39%
New
102
Increased
278
Reduced
304
Closed
40
Calls
$154M
Puts
$316M
Net Calls
-$162M
Net Calls Change
-$103M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$83.3M
2
Federated Hermes
Federated Hermes
Pennsylvania
+$75.6M
3
Morgan Stanley
Morgan Stanley
New York
+$72.6M
4
Barclays
Barclays
United Kingdom
+$66.8M
5
Goldman Sachs
Goldman Sachs
New York
+$66.4M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$104M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$101M
3
SGA
Sustainable Growth Advisers
Connecticut
-$93.7M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$73.3M
5
Korea Investment Corp
Korea Investment Corp
South Korea
-$72.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
526
RB Capital Management
Nevada
$581K +$114K +188 +25%
CCG
527
Capital CS Group
California
$578K +$578K +947 New
AC
528
Allstate Corporation
Illinois
$574K -$89.5K -147 -13%
RC
529
RegentAtlantic Capital
New Jersey
$562K +$265K +435 +89%
CGL
530
Clarius Group LLC
Washington
$558K +$10.3K +17 +2%
BCFD
531
Boit C.F. David
$556K +$458K +750 +469%
WSFS
532
Wilmington Savings Fund Society
Delaware
$551K – – –
GBT
533
Grove Bank & Trust
Florida
$548K – – –
PWM
534
Perigon Wealth Management
California
$534K +$20.7K +34 +4%
MYAM
535
Meiji Yasuda Asset Management
Japan
$532K -$13.3M -21,956 -96%
C
536
Certuity
Florida
$529K +$19.5K +32 +4%
BWP
537
BSW Wealth Partners
Colorado
$529K +$71.2K +117 +16%
TC
538
Telemus Capital
Michigan
$524K +$72.3K +119 +16%
SFI
539
Siemens Fonds Invest
Germany
$523K +$523K +860 New
FTDI
540
First Trust Direct Indexing
Massachusetts
$522K -$116K -190 -18%
TCBWMS
541
Texas Capital Bank Wealth Management Services
Texas
$517K +$517K +850 New
SWA
542
SFMG Wealth Advisors
Texas
$516K -$3.04K -5 -0.6%
CCA
543
Checchi Capital Advisers
California
$515K -$198K -325 -28%
OTPPB
544
Ontario Teachers' Pension Plan Board
Ontario, Canada
$515K +$42K +69 +9%
CI
545
Conning Inc
Connecticut
$506K -$66.4K -109 -12%
EVM
546
Eaton Vance Management
Massachusetts
$505K -$1.87M -10,127 -79%
IP
547
Intellectus Partners
California
$498K – – –
BG
548
Bellevue Group
Switzerland
$496K – – –
TAM
549
Trust Asset Management
Texas
$491K +$32.9K +54 +7%
PAM
550
Paradigm Asset Management
New York
$487K -$60.8K -100 -11%
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