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MSCI
MSCI

Overview Fund Activity

732 hedge funds and large institutions have $31.5B invested in MSCI in 2021 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 285 increasing their positions, 283 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
732
Holders Change
-27
Holders Change %
-3.56%
% of All Funds
12.89%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.18%
New
70
Increased
285
Reduced
283
Closed
89
Calls
$60.6M
Puts
$122M
Net Calls
-$61.2M
Net Calls Change
-$84.4M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.59B
2
Brown Advisory
Brown Advisory
Maryland
$256M
3
VOYA Investment Management
VOYA Investment Management
Georgia
$285M
4
Bessemer Group
Bessemer Group
New Jersey
$141M
5
BlackRock
BlackRock
New York
$2.82B

Top Sellers

1
MCM
Melvin Capital Management
New York
$0
2
Polen Capital Management
Polen Capital Management
Florida
$573M
3
Holocene Advisors
Holocene Advisors
New York
$0
4
Winslow Capital Management
Winslow Capital Management
Minnesota
$145M
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$1.06B
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
551
Trust Asset Management
Texas
$283K +$49.5K +118 +21%
C
552
Certuity
Florida
$282K +$39K +93 +16%
P
553
Pitcairn
Pennsylvania
$281K +$25.1K +60 +10%
FDCDDQ
554
Federation des caisses Desjardins du Quebec
Quebec, Canada
$278K +$26.8K +64 +11%
FHA
555
Flagship Harbor Advisors
Massachusetts
$278K +$1.68K +4 +0.6%
SF
556
Synovus Financial
Georgia
$277K +$27.7K +66 +11%
MCM
557
MAI Capital Management
Ohio
$275K -$57.9K -138 -17%
CANY
558
Caxton Associates (New York)
New York
$273K +$273K +652 New
FMT
559
First Mercantile Trust
Tennessee
$270K -$63.6K -152 -19%
Group One Trading
560
Group One Trading
Illinois
$267K +$267K +636 New
AGA
561
Accuvest Global Advisors
Utah
$267K +$267K +637 New
USGIU
562
U.S. Global Investors (USGI)
Texas
$266K – – –
IWC
563
Integrated Wealth Concepts
Massachusetts
$265K +$265K +631 New
TA
564
Tectonic Advisors
Texas
$263K -$167K -398 -39%
VPIM
565
Vanguard Personalized Indexing Management
California
$263K +$5.03K +12 +2%
JAFL
566
Jay A. Fishman Ltd
Michigan
$263K – – –
UR
567
USCA RIA
Texas
$261K – – –
CG
568
Caprock Group
Idaho
$260K -$839 -2 -0.3%
OSAM
569
O'Shaughnessy Asset Management
Connecticut
$260K +$66.3K +158 +34%
WS
570
Wedbush Securities
California
$260K +$260K +619 New
MPPW
571
Mitchell & Pahl Private Wealth
Oklahoma
$258K +$9.23K +22 +4%
AWP
572
Ascent Wealth Partners
New York
$257K +$3.77K +9 +1%
PWM
573
Perigon Wealth Management
California
$256K +$93.4K +223 +57%
TC
574
Telemus Capital
Michigan
$252K +$252K +573 New
JCM
575
JS Capital Management
New York
$252K +$252K +600 New
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