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MSCI
MSCI

Overview Fund Activity

682 hedge funds and large institutions have $26.6B invested in MSCI in 2020 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 228 increasing their positions, 287 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
682
Holders Change
+31
Holders Change %
+4.76%
% of All Funds
13.8%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.2%
New
89
Increased
228
Reduced
287
Closed
54
Calls
$166M
Puts
$93.8M
Net Calls
+$72.5M
Net Calls Change
+$80.8M

Top Buyers

1
MCM
Melvin Capital Management
New York
+$134M
2
Capital International Investors
Capital International Investors
California
+$110M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$40.1M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$38.2M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$34.3M

Top Sellers

1
CWG
C WorldWide Group
Denmark
-$248M
2
Polen Capital Management
Polen Capital Management
Florida
-$209M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$132M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$117M
5
CTA
Carillon Tower Advisers
Florida
-$99.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
551
Chesapeake Wealth Management
Virginia
$243K – – –
AAM
552
Aureus Asset Management
Massachusetts
$241K – – –
AO
553
Advisor OS
Illinois
$238K +$238K +669 New
EF
554
Empirical Finance
Pennsylvania
$235K +$235K +659 New
VCM
555
Virtue Capital Management
Tennessee
$234K -$6.41K -18 -3%
LOAME
556
Lombard Odier Asset Management (Europe)
United Kingdom
$234K +$234K +657 New
PL
557
Perpetual Ltd
Australia
$233K +$233K +654 New
FHA
558
Flagship Harbor Advisors
Massachusetts
$232K -$39.5K -111 -15%
SF
559
Synovus Financial
Georgia
$232K +$22.3K +62 +11%
EDRH
560
Edmond de Rothschild Holding
Switzerland
$223K +$223K +625 New
WAS
561
Wealth Advisory Solutions
Indiana
$219K -$17.4K -49 -7%
P
562
Pitcairn
Pennsylvania
$219K -$8.19K -23 -4%
CG
563
Caprock Group
Idaho
$217K -$15K -42 -6%
IA
564
IndexIQ Advisors
New York
$215K +$128K +360 +148%
CGL
565
Clarius Group LLC
Washington
$214K -$13.2K -37 -6%
PAMP
566
Polar Asset Management Partners
Ontario, Canada
$214K +$214K +601 New
VIA
567
Vident Investment Advisory
Georgia
$213K +$213K +596 New
SCM
568
Shelton Capital Management
Colorado
$213K +$213K +598 New
PTC
569
Private Trust Company
Ohio
$210K +$1.07K +3 +0.5%
LNC
570
Lincoln National Corp
Pennsylvania
$208K +$208K +582 New
RWA
571
Redhawk Wealth Advisors
Minnesota
$208K +$208K +582 New
RCA
572
Rowland Carmichael Advisors
Arizona
$207K +$207K +581 New
MFS
573
Mirabella Financial Services
United Kingdom
$202K +$202K +565 New
RJT
574
Raymond James Trust
Florida
$202K +$202K +568 New
AA
575
Ancora Advisors
Ohio
$198K – – –
21 22
23
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