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MSCI
MSCI

Overview Fund Activity

606 hedge funds and large institutions have $22.5B invested in MSCI in 2020 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 207 increasing their positions, 251 reducing their positions, and 81 closing their positions.

Holders
606
Holders Change
–
Holders Change %
0%
% of All Funds
13.39%
Holding in Top 10
19
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+111.11%
% of All Funds
0.42%
New
87
Increased
207
Reduced
251
Closed
81
Calls
$53M
Puts
$82.5M
Net Calls
-$29.4M
Net Calls Change
+$32.7M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.29B
2
Victory Capital Management
2
Victory Capital Management
Texas
$300M
3
MWA
3
Marshall Wace Asia
Hong Kong
$189M
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$199M
5
WCM Investment Management
5
WCM Investment Management
California
$127M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$859M
2
Bessemer Group
2
Bessemer Group
New Jersey
$801K
3
Renaissance Technologies
3
Renaissance Technologies
New York
$135M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$4.64M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
SL
551
Savior LLC
Massachusetts
$19K – – –
WAP
552
Wealthcare Advisory Partners
Pennsylvania
$19K – – –
AAM
553
Advisors Asset Management
Colorado
$19K +$2.92K +10 +18%
AC
554
AlphaCore Capital
California
$19K +$19K +67 New
TA
555
Thor Advisors
New York
$19K +$19K +67 New
AF
556
Allworth Financial
California
$17K +$17K +60 New
AWA
557
Arkadios Wealth Advisors
Georgia
$16.8K – – –
EARNEST Partners
558
EARNEST Partners
Georgia
$16K – – –
SLF
559
Sun Life Financial
Ontario, Canada
$15K +$294 +1 +2%
WT
560
Washington Trust
Rhode Island
$13K +$13K +46 New
ETC
561
Exchange Traded Concepts
Oklahoma
$12K -$53.3K -182 -82%
FRA
562
Front Row Advisors
California
$12K -$1.62K -5 -12%
FMII
563
Farmers & Merchants Investments Inc
Nebraska
$12K – – –
SCA
564
Stonebridge Capital Advisors
Minnesota
$11K – – –
TFO
565
Tarbox Family Office
California
$11K +$2.82K +10 +34%
RDWM
566
Red Door Wealth Management
Tennessee
$11K +$11K +41 New
SFSIG
567
San Francisco Sentry Investment Group
California
$10K -$606 -2 -6%
DSC
568
Duncker Streett & Co
Missouri
$10K – – –
PFBT
569
Parkside Financial Bank & Trust
Missouri
$10K +$4.17K +15 +71%
AWM
570
Avior Wealth Management
Nebraska
$10K +$10K +36 New
TWA
571
TCI Wealth Advisors
Arizona
$9K -$9K -31 -50%
TL
572
TrueWealth LLC
Georgia
$9K – – –
CFG
573
Citizens Financial Group
Rhode Island
$9K +$9K +30 New
IA
574
IndexIQ Advisors
New York
$8K – – –
LSA
575
Lion Street Advisors
Texas
$8K +$8K +28 New
21 22
23
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