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MSCI
MSCI

Overview Fund Activity

759 hedge funds and large institutions have $33.5B invested in MSCI in 2020 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 292 increasing their positions, 251 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
759
Holders Change
+77
Holders Change %
+11.29%
% of All Funds
13.47%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.28%
New
138
Increased
292
Reduced
251
Closed
56
Calls
$148M
Puts
$125M
Net Calls
+$23.2M
Net Calls Change
-$49.4M

Top Buyers

1
SGA
Sustainable Growth Advisers
Connecticut
$216M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.65B
3
DZ Bank
DZ Bank
Germany
$271M
4
CTA
Carillon Tower Advisers
Florida
$150M
5
Swedbank
Swedbank
Sweden
$133M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.32B
2
BlackRock
BlackRock
New York
$2.86B
3
SM
SCGE Management
California
$0
4
Vanguard Group
Vanguard Group
Pennsylvania
$3.86B
5
JCM
Junto Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
551
Copperwynd Financial
Arizona
$406K +$66K +148 +19%
WSFS
552
Wilmington Savings Fund Society
Delaware
$404K -$4.46K -10 -1%
HFM
553
Harvest Fund Management
China
$403K +$93.3K +209 +30%
FC
554
Forte Capital
New York
$402K – – –
WFC
555
Western Financial Corp
California
$399K +$399K +896 New
AO
556
Advisor OS
Illinois
$388K +$88.6K +198 +30%
SBH
557
Segall Bryant & Hamill
Illinois
$378K +$378K +845 New
CGL
558
Clarius Group LLC
Washington
$372K +$104K +233 +39%
FTDI
559
First Trust Direct Indexing
Massachusetts
$372K +$372K +833 New
SWA
560
SFMG Wealth Advisors
Texas
$369K +$369K +826 New
ZB
561
Zions Bancorporation
Utah
$368K -$102K -229 -22%
SCA
562
Snowden Capital Advisors
New York
$367K +$16.1K +36 +5%
PC
563
Pier Capital
Connecticut
$365K -$334K -747 -48%
IFWM
564
Institute for Wealth Management
Colorado
$362K +$362K +811 New
EF
565
Empirical Finance
Pennsylvania
$361K +$66.9K +150 +23%
BUB
566
BBVA USA Bancshares
Texas
$358K +$2.23K +5 +0.6%
FMT
567
First Mercantile Trust
Tennessee
$356K +$20.1K +45 +6%
MCM
568
MAI Capital Management
Ohio
$355K +$38.9K +87 +12%
IWA
569
Intercontinental Wealth Advisors
Texas
$354K +$354K +793 New
PIM
570
Perpetual Investment Management
Australia
$352K +$352K +807 New
CWA
571
Clarus Wealth Advisors
Arizona
$350K +$350K +775 New
ERWM
572
Elk River Wealth Management
Colorado
$348K +$348K +780 New
MFW
573
Meristem Family Wealth
Minnesota
$346K – – –
CC
574
Centiva Capital
New York
$342K -$102K -228 -23%
NIMI
575
Natixis Investment Managers International
France
$339K +$339K +760 New
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