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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 %
DF
576
Donoghue Forlines
Massachusetts
$401K -$898K -1,475 -69%
P
577
Pitcairn
Pennsylvania
$397K -$14.6K -24 -4%
WF
578
Welch & Forbes
Massachusetts
$395K – – –
IWC
579
Integrated Wealth Concepts
Massachusetts
$395K +$94.8K +156 +32%
Tudor Investment Corp
580
Tudor Investment Corp
Connecticut
$389K +$115K +189 +42%
USGIU
581
U.S. Global Investors (USGI)
Texas
$386K – – –
PCA
582
Pallas Capital Advisors
Massachusetts
$385K -$122K -189 -24%
XT
583
XTX Topco
Cayman Islands
$378K -$1.03M -1,690 -73%
USCWA
584
U.S. Capital Wealth Advisors
Texas
$377K +$377K +620 New
EI
585
Ellevest Inc
New York
$374K +$125K +206 +50%
SF
586
Synovus Financial
Georgia
$373K -$14K -23 -4%
MC
587
Machina Capital
France
$373K +$373K +613 New
WANY
588
Wealthspire Advisors (New York)
New York
$371K +$371K +610 New
Rockefeller Capital Management
589
Rockefeller Capital Management
New York
$367K -$4.76M -7,838 -93%
CG
590
Caprock Group
Idaho
$364K -$56.6K -93 -13%
FMT
591
First Mercantile Trust
Tennessee
$363K -$18.3K -30 -5%
JAFL
592
Jay A. Fishman Ltd
Michigan
$351K -$30.4K -50 -8%
1832 Asset Management
593
1832 Asset Management
Ontario, Canada
$348K +$348K +566 New
FHA
594
Flagship Harbor Advisors
Massachusetts
$347K – – –
PFA
595
Pinnacle Family Advisors
Missouri
$343K +$343K +564 New
CCM
596
Copeland Capital Management
Pennsylvania
$339K -$971K -1,595 -74%
ZB
597
Zions Bancorporation
Utah
$339K -$2.43K -4 -0.7%
TEC
598
Tiger Eye Capital
Tennessee
$339K – – –
TA
599
Tectonic Advisors
Texas
$339K – – –
AA
600
Ancora Advisors
Ohio
$338K – – –
22 23
24
25 26