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MSCI
MSCI

Overview Fund Activity

804 hedge funds and large institutions have $45B invested in MSCI in 2021 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 278 increasing their positions, 304 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
804
Holders Change
+51
Holders Change %
+6.77%
% of All Funds
14.12%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.39%
New
102
Increased
278
Reduced
304
Closed
40
Calls
$154M
Puts
$316M
Net Calls
-$162M
Net Calls Change
-$103M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$83.3M
2
Federated Hermes
Federated Hermes
Pennsylvania
+$75.6M
3
Morgan Stanley
Morgan Stanley
New York
+$72.6M
4
Barclays
Barclays
United Kingdom
+$66.8M
5
Goldman Sachs
Goldman Sachs
New York
+$66.4M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$104M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$101M
3
SGA
Sustainable Growth Advisers
Connecticut
-$93.7M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$73.3M
5
Korea Investment Corp
Korea Investment Corp
South Korea
-$72.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
551
GFG Capital
Florida
$486K +$56.6K +93 +13%
MFW
552
Meristem Family Wealth
Minnesota
$478K +$7.3K +12 +2%
ERWM
553
Elk River Wealth Management
Colorado
$475K – – –
GAM
554
Gotham Asset Management
New York
$472K +$472K +776 New
RJT
555
Raymond James Trust
Florida
$468K -$6.69K -11 -1%
MCM
556
MAI Capital Management
Ohio
$464K +$45.6K +75 +11%
IWA
557
Intercontinental Wealth Advisors
Texas
$462K -$70.6K -116 -13%
S
558
SignatureFD
Georgia
$459K +$110K +181 +32%
AAM
559
Advisors Asset Management
Colorado
$457K +$18.3K +30 +4%
RA
560
RFG Advisory
Alabama
$449K -$28K -46 -6%
PA
561
Parallel Advisors
California
$449K +$55.4K +91 +14%
SIM
562
Sentry Investment Management
Wisconsin
$443K -$64.5K -106 -13%
WCA
563
Waratah Capital Advisors
Ontario, Canada
$443K +$9.72K +16 +2%
Calamos Advisors
564
Calamos Advisors
Illinois
$436K +$436K +716 New
Lido Advisors
565
Lido Advisors
California
$434K +$4.26K +7 +1%
OIA
566
OneDigital Investment Advisors
Kansas
$434K +$14.6K +24 +3%
GSWM
567
Golden State Wealth Management
California
$432K -$103K -169 -19%
MPPW
568
Mitchell & Pahl Private Wealth
Oklahoma
$431K +$5.48K +9 +1%
BFS
569
Bradley Foster & Sargent
Connecticut
$426K – – –
AWA
570
Arete Wealth Advisors
Illinois
$425K -$142K -233 -25%
NIMI
571
Natixis Investment Managers International
France
$425K -$24.9K -41 -6%
HSA
572
HBK Sorce Advisory
Pennsylvania
$425K -$4.26K -7 -1%
DT
573
Diversified Trust
Tennessee
$418K +$418K +687 New
RT
574
Rockland Trust
Massachusetts
$414K +$10.4K +17 +3%
AWP
575
Ascent Wealth Partners
New York
$411K -$608 -1 -0.1%
21 22
23
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