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MSCI
MSCI

Overview Fund Activity

651 hedge funds and large institutions have $25.5B invested in MSCI in 2020 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 238 increasing their positions, 247 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
651
Holders Change
+45
Holders Change %
+7.43%
% of All Funds
13.38%
Holding in Top 10
12
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-36.84%
% of All Funds
0.25%
New
100
Increased
238
Reduced
247
Closed
48
Calls
$145M
Puts
$154M
Net Calls
-$8.3M
Net Calls Change
+$21.1M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.18B
2
Winslow Capital Management
Winslow Capital Management
Minnesota
$245M
3
DCP
Durable Capital Partners
Maryland
$226M
4
BlackRock
BlackRock
New York
$2.25B
5
Polen Capital Management
Polen Capital Management
Florida
$798M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$138M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0
3
Renaissance Technologies
Renaissance Technologies
New York
$27.6M
4
MWA
Marshall Wace Asia
Hong Kong
$91.2M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
POIA
551
Pin Oak Investment Advisors
Texas
$167K – – –
BAM
552
Barrett Asset Management
New York
$159K – – –
OSAM
553
O'Shaughnessy Asset Management
Connecticut
$146K +$118K +353 +415%
S
554
SignatureFD
Georgia
$139K -$50.5K -151 -27%
PA
555
Perennial Advisors
New York
$135K +$135K +405 New
AAM
556
Ardevora Asset Management
United Kingdom
$134K -$57.2M -170,700 -100%
C
557
Cerebellum
California
$125K +$125K +988 New
KPW
558
Kore Private Wealth
New York
$124K +$21.7K +65 +21%
Carson Wealth (CWM LLC)
559
Carson Wealth (CWM LLC)
Nebraska
$115K – – –
OPS
560
Orion Portfolio Solutions
Nebraska
$112K +$71K +213 +173%
CI Investments Inc
561
CI Investments Inc
Ontario, Canada
$100K +$100K +301 New
CFB
562
Cullen/Frost Bankers
Texas
$98K +$98K +295 New
CB
563
CNB Bank
Pennsylvania
$92K +$2K +6 +2%
CIA
564
CSat Investment Advisory
Michigan
$89K -$11.3K -34 -11%
QCG
565
Quadrant Capital Group
Ohio
$81K -$18.6K -56 -19%
IA
566
IndexIQ Advisors
New York
$81K +$71.7K +216 +771%
EI
567
Ellevest Inc
New York
$79K +$35.1K +105 +80%
CAPTRUST Financial Advisors
568
CAPTRUST Financial Advisors
North Carolina
$74K +$74K +216 New
GRP
569
Global Retirement Partners
California
$72K +$6.64K +20 +10%
BL
570
Balentine LLC
Georgia
$69K +$4.33K +13 +7%
AIM
571
AIA Investment Management
Singapore
$66K +$19.1K +57 +41%
SIAS
572
Shine Investment Advisory Services
Colorado
$55K +$20.1K +60 +58%
MIFH
573
Migdal Insurance & Financial Holdings
Israel
$48K +$48K +144 New
AS
574
Altshuler Shaham
Israel
$46K +$13.3K +40 +41%
AWA
575
Arkadios Wealth Advisors
Georgia
$45K +$23.6K +64 +110%
21 22
23
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