732 hedge funds and large institutions have $31.5B invested in MSCI in 2021 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 285 increasing their positions, 283 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
732
Holders Change
-27
Holders Change %
-3.56%
% of All Funds
12.89%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.18%
New
70
Increased
285
Reduced
283
Closed
89
Calls
$60.6M
Puts
$122M
Net Calls
-$61.2M
Net Calls Change
-$84.4M
Name Holding Trade Value Shares
Change
Shares
Change %
TFS
601
Thoroughbred Financial Services
Tennessee
$202K +$1.26K +3 +0.6%
FPA
602
First Pacific Advisors
California
$201K
BAM
603
Barrett Asset Management
New York
$199K
CB
604
CNB Bank
Pennsylvania
$184K +$41.4K +99 +29%
EI
605
Ellevest Inc
New York
$173K -$10.9K -26 -6%
PCH
606
PGIM Custom Harvest
New Jersey
$162K
CHC
607
City Holding Co
West Virginia
$151K +$151K +361 New
AAM
608
Advisors Asset Management
Colorado
$149K +$60.4K +144 +68%
JAM
609
JCIC Asset Management
Ontario, Canada
$142K +$25.2K +60 +22%
QCG
610
Quadrant Capital Group
Ohio
$138K +$11.3K +27 +9%
HI
611
Harbour Investments
Wisconsin
$128K +$128K +304 New
FHA
612
First Horizon Advisors
Tennessee
$118K +$19.9K +48 +20%
Carson Wealth (CWM LLC)
613
Carson Wealth (CWM LLC)
Nebraska
$115K
GLLW
614
Graves Light Lenhart Wealth
Virginia
$106K -$35.1K -84 -25%
PA
615
Perennial Advisors
New York
$105K -$21K -50 -17%
MIM
616
Meridiem Investment Management
United Kingdom
$103K
BCA
617
Berman Capital Advisors
Georgia
$86K +$16.3K +39 +23%
PCM
618
Penserra Capital Management
California
$85K +$13.3K +32 +19%
CFB
619
Cullen/Frost Bankers
Texas
$82K -$64.8K -154 -44%
CI Investments Inc
620
CI Investments Inc
Ontario, Canada
$82K -$13.8K -33 -14%
SOW
621
State of Wyoming
Wyoming
$81K +$81K +192 New
PCG
622
Private Capital Group
Connecticut
$80K -$3.33K -8 -4%
POIA
623
Pin Oak Investment Advisors
Texas
$78K -$62.6K -150 -45%
GCGDR
624
Geo Capital Gestora de Recursos
Brazil
$78K +$41.9K +100 +116%
Northwestern Mutual Wealth Management
625
Northwestern Mutual Wealth Management
Wisconsin
$77K -$5.5K -13 -7%