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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 %
OIA
576
OneDigital Investment Advisors
Kansas
$331K +$24.1K +54 +8%
VCM
577
Virtue Capital Management
Tennessee
$323K +$29.9K +67 +10%
HSA
578
HBK Sorce Advisory
Pennsylvania
$319K -$1.79K -4 -0.6%
ACM
579
Alpha Capital Management
Texas
$316K -$3.12K -7 -1%
MAM
580
Morse Asset Management
Connecticut
$313K +$313K +700 New
Lido Advisors
581
Lido Advisors
California
$302K +$302K +678 New
AAM
582
Aureus Asset Management
Massachusetts
$301K – – –
FHA
583
Flagship Harbor Advisors
Massachusetts
$294K +$3.12K +7 +1%
USGIU
584
U.S. Global Investors (USGI)
Texas
$283K -$156K -350 -36%
JAFL
585
Jay A. Fishman Ltd
Michigan
$280K -$44.7K -100 -14%
UR
586
USCA RIA
Texas
$278K -$448K -1,004 -62%
CG
587
Caprock Group
Idaho
$278K +$5.81K +13 +2%
MAM
588
Magellan Asset Management
Australia
$276K +$244K +547 +760%
VPIM
589
Vanguard Personalized Indexing Management
California
$275K +$275K +616 New
P
590
Pitcairn
Pennsylvania
$273K -$1.79K -4 -0.7%
SFS
591
Sowell Financial Services
Arkansas
$271K -$121K -271 -31%
DT
592
Diversified Trust
Tennessee
$271K -$42K -94 -13%
WAS
593
Wealth Advisory Solutions
Indiana
$271K -$3.57K -8 -1%
PTC
594
Private Trust Company
Ohio
$271K +$7.59K +17 +3%
CWM
595
Chesapeake Wealth Management
Virginia
$270K -$33.5K -75 -11%
AWP
596
Ascent Wealth Partners
New York
$270K +$270K +604 New
NW
597
NewEdge Wealth
Pennsylvania
$270K +$270K +605 New
ER
598
Enlightenment Research
Florida
$268K +$268K +600 New
FDCDDQ
599
Federation des caisses Desjardins du Quebec
Quebec, Canada
$268K +$224K +502 +512%
RWA
600
Redhawk Wealth Advisors
Minnesota
$267K +$7.58K +17 +3%
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