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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 %
SF
601
Synovus Financial
Georgia
$265K -$23.2K -52 -8%
MPPW
602
Mitchell & Pahl Private Wealth
Oklahoma
$265K +$265K +593 New
PA
603
Parallel Advisors
California
$262K -$44.6K -100 -15%
RCA
604
Rowland Carmichael Advisors
Arizona
$262K +$2.68K +6 +1%
C
605
Certuity
Florida
$259K +$259K +580 New
PFS
606
Prospera Financial Services
Texas
$258K +$258K +577 New
PJB
607
Paul John Balson
California
$249K +$249K +558 New
RJT
608
Raymond James Trust
Florida
$248K -$4.9K -11 -2%
AA
609
Ancora Advisors
Ohio
$248K – – –
TAM
610
Trust Asset Management
Texas
$248K +$248K +556 New
SCM
611
Shelton Capital Management
Colorado
$246K -$20.5K -46 -8%
IA
612
IFP Advisors
Florida
$235K +$5.35K +12 +2%
MAM
613
Meeder Asset Management
Ohio
$231K +$52.2K +117 +29%
BBHC
614
Brown Brothers Harriman & Co
New York
$231K +$221K +494 +2,148%
BC
615
Bridgefront Capital
Texas
$229K +$229K +513 New
FCM
616
Fortis Capital Management
Washington
$226K +$226K +507 New
FMLI
617
Fukoku Mutual Life Insurance
Japan
$223K -$669K -1,500 -75%
ST
618
Smithfield Trust
Pennsylvania
$220K +$4.92K +11 +2%
PGCM
619
Prescott Group Capital Management
Oklahoma
$219K +$219K +491 New
PCP
620
Proficio Capital Partners
Massachusetts
$216K +$216K +484 New
FPA
621
First Pacific Advisors
California
$214K -$6.69K -15 -3%
TFS
622
Thoroughbred Financial Services
Tennessee
$214K +$214K +479 New
BAM
623
Barrett Asset Management
New York
$212K – – –
MNBTD
624
Moody National Bank Trust Division
Texas
$212K +$212K +474 New
MYAM
625
Meiji Yasuda Asset Management
Japan
$212K +$212K +475 New
23 24
25
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