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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
$464M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1B
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$243M
5
Allianz Asset Management
Allianz Asset Management
Germany
$134M

Top Sellers

1
CWG
C WorldWide Group
Denmark
$2.4M
2
Polen Capital Management
Polen Capital Management
Florida
$644M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$1.04B
4
Vanguard Group
Vanguard Group
Pennsylvania
$3.18B
5
CTA
Carillon Tower Advisers
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PCG
576
Private Capital Group
Connecticut
$183K -$67.6K -190 -27%
IA
577
IFP Advisors
Florida
$182K +$353 +1 +0.2%
FC
578
FORA Capital
Florida
$180K +$180K +505 New
ALAM
579
Asahi Life Asset Management
Japan
$178K -$231K -650 -57%
FPA
580
First Pacific Advisors
California
$177K -$358K -1,000 -67%
ST
581
Smithfield Trust
Pennsylvania
$171K -$6.76K -19 -4%
BAM
582
Barrett Asset Management
New York
$169K – – –
OSAM
583
O'Shaughnessy Asset Management
Connecticut
$160K +$3.22K +9 +2%
S
584
SignatureFD
Georgia
$152K +$3.22K +9 +2%
MAM
585
Meeder Asset Management
Ohio
$144K -$1.7M -4,735 -92%
AAM
586
Ardevora Asset Management
United Kingdom
$143K – – –
CAPTRUST Financial Advisors
587
CAPTRUST Financial Advisors
North Carolina
$139K +$61.2K +170 +79%
CFB
588
Cullen/Frost Bankers
Texas
$126K +$21K +59 +20%
KCM
589
Kathmere Capital Management
Pennsylvania
$123K +$123K +344 New
POIA
590
Pin Oak Investment Advisors
Texas
$120K -$57.7K -162 -32%
Carson Wealth (CWM LLC)
591
Carson Wealth (CWM LLC)
Nebraska
$115K – – –
NFG
592
Next Financial Group
Texas
$107K +$107K +300 New
CB
593
CNB Bank
Pennsylvania
$104K +$5.36K +15 +5%
CIA
594
CSat Investment Advisory
Michigan
$102K +$6.78K +19 +7%
EI
595
Ellevest Inc
New York
$100K +$16K +45 +19%
CI Investments Inc
596
CI Investments Inc
Ontario, Canada
$97K -$10.3K -29 -10%
AIM
597
AIA Investment Management
Singapore
$96K +$25.4K +71 +36%
FHC
598
First Horizon Corporation
Tennessee
$90K +$90K +253 New
QCG
599
Quadrant Capital Group
Ohio
$80K -$6.76K -19 -8%
FHA
600
First Horizon Advisors
Tennessee
$69K +$31K +89 +82%
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