MSCI icon

MSCI
MSCI

Overview Fund Activity

606 hedge funds and large institutions have $22.5B invested in MSCI in 2020 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 207 increasing their positions, 251 reducing their positions, and 81 closing their positions.

Holders
606
Holders Change
–
Holders Change %
0%
% of All Funds
13.39%
Holding in Top 10
19
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+111.11%
% of All Funds
0.42%
New
87
Increased
207
Reduced
251
Closed
81
Calls
$53M
Puts
$82.5M
Net Calls
-$29.4M
Net Calls Change
+$32.7M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.29B
2
Victory Capital Management
2
Victory Capital Management
Texas
$300M
3
MWA
3
Marshall Wace Asia
Hong Kong
$189M
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$199M
5
WCM Investment Management
5
WCM Investment Management
California
$127M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$859M
2
Bessemer Group
2
Bessemer Group
New Jersey
$801K
3
Renaissance Technologies
3
Renaissance Technologies
New York
$135M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$4.64M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$119M
Name Market Value Shares Shares
Change 		Shares
Change %
CHA
576
Carmichael Hill & Associates
Maryland
$7K 23 – –
WTC
577
WhitTier Trust Company
Nevada
$7K 25 +25 New
CFA
578
Carroll Financial Associates
North Carolina
$6K 23 – –
EAM
579
Eukles Asset Management
Ohio
$6K 22 – –
FCA
580
FinTrust Capital Advisors
South Carolina
$6K 22 +22 New
BBHC
581
Brown Brothers Harriman & Co
New York
$5K 17 +5 +42%
EWM
582
EPG Wealth Management
Georgia
$4K 15 – –
EFSCE
583
Enterprise Financial Services Corp (EFSC)
Missouri
$4K 13 +9 +225%
EWP
584
Engrave Wealth Partners
Texas
$3K 12 -21 -64%
SWM
585
Selective Wealth Management
Virginia
$3K 9 – –
HWM
586
HighMark Wealth Management
Minnesota
$3K 12 +3 +33%
PWMG
587
Prestige Wealth Management Group
New Jersey
$3K 9 +9 New
AP
588
Arlington Partners
Alabama
$3K 10 +10 New
BDWM
589
Brewin Dolphin Wealth Management
Ireland
$2.89K 10 – –
EW
590
Evoke Wealth
California
$2.02K 7 -5 -42%
GWS
591
Glassman Wealth Services
Virginia
$2K 8 -13 -62%
GWMIA
592
Global Wealth Management Investment Advisory
Florida
$2K 8 -7 -47%
HI
593
Hudock Inc
Pennsylvania
$2K 8 – –
VCM
594
Versant Capital Management
Arizona
$2K 8 +3 +60%
FANJ
595
Financial Architects (New Jersey)
New Jersey
$2K 8 +8 New
SSB
596
Sandy Spring Bank
Maryland
$2K 8 +8 New
APC
597
Aspire Private Capital
North Carolina
$1K 2 -3 -60%
Fidelity International
598
Fidelity International
Bermuda
$1K 4 -2 -33%
CIAS
599
CBIZ Investment Advisory Services
Ohio
– – – –
DI
600
Disciplined Investments
Oklahoma
$1K 4 – –
22 23
24
25 26