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MSCI
MSCI

Overview Fund Activity

606 hedge funds and large institutions have $20B invested in MSCI in 2019 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 211 increasing their positions, 211 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
+58
Holders Change %
+10.58%
% of All Funds
11.97%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
102
Increased
211
Reduced
211
Closed
35
Calls
$42.4M
Puts
$105M
Net Calls
-$62.2M
Net Calls Change
+$107M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$188M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$646M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$48.8M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$92.1M
5
Victory Capital Management
Victory Capital Management
Texas
$129M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$263M
2
DCP
DSM Capital Partners
Florida
$0
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$852M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$246M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$153M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
551
Evolution Wealth Advisors
Florida
$25K +$21.9K +84 +700%
EI
552
Ellevest Inc
New York
$24K +$24K +92 New
JCM
553
Jacobi Capital Management
Pennsylvania
$22K – – –
FHA
554
First Horizon Advisors
Tennessee
$21K -$35.5K -137 -63%
GAM
555
Gemmer Asset Management
California
$21K – – –
TRCT
556
Tower Research Capital (TRC)
New York
$20K -$922K -3,502 -98%
M
557
Mirova
France
$20K +$20K +77 New
AWA
558
Arkadios Wealth Advisors
Georgia
$18.2K +$18.2K +58 New
BCA
559
Berman Capital Advisors
Georgia
$18K – – –
WAP
560
Wealthcare Advisory Partners
Pennsylvania
$17K – – –
WT
561
Whittier Trust
California
$17K +$266 +1 +2%
SL
562
Savior LLC
Massachusetts
$17K +$17K +66 New
LC
563
Lindbrook Capital
California
$16K – – –
CI
564
CX Institutional
Indiana
$16K +$254 +1 +2%
TWA
565
TCI Wealth Advisors
Arizona
$16K +$8K +31 +100%
SIAS
566
Shine Investment Advisory Services
Colorado
$15K – – –
AGA
567
Accuvest Global Advisors
Utah
$14K -$519 -2 -4%
EARNEST Partners
568
EARNEST Partners
Georgia
$14K – – –
AAM
569
Advisors Asset Management
Colorado
$14K +$14K +55 New
SLF
570
Sun Life Financial
Ontario, Canada
$13K -$4.94K -19 -28%
IRC
571
Investors Research Corp
Georgia
$13K – – –
FMII
572
Farmers & Merchants Investments Inc
Nebraska
$11K – – –
FRA
573
Front Row Advisors
California
$11K – – –
HIM
574
Hillsdale Investment Management
Ontario, Canada
$10K -$550K -2,200 -98%
SCA
575
Stonebridge Capital Advisors
Minnesota
$10K +$10K +39 New
21 22
23
24 25