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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 %
CS
601
Comerica Securities
Michigan
$336K -$24.3K -40 -7%
BC
602
Bridgefront Capital
Texas
$335K +$335K +551 New
CB
603
CNB Bank
Pennsylvania
$329K +$21.2K +35 +7%
AS
604
Altshuler Shaham
Israel
$328K +$275K +449 +516%
HFM
605
Harvest Fund Management
China
$325K +$260K +429 +401%
SCM
606
Shelton Capital Management
Colorado
$322K -$13.4K -22 -4%
ACA
607
Atlas Capital Advisors
Wyoming
$321K – – –
AWM
608
Apollon Wealth Management
South Carolina
$320K +$320K +526 New
FP
609
Foundry Partners
Minnesota
$316K +$316K +519 New
FA
610
Fermata Advisors
California
$314K -$12.8K -21 -4%
AAM
611
Aureus Asset Management
Massachusetts
$313K – – –
BU
612
BBVA USA
Alabama
$312K -$99.7K -164 -24%
PCP
613
Proficio Capital Partners
Massachusetts
$307K +$3.05K +5 +1%
CMO
614
Covenant Multifamily Offices
Texas
$304K +$12.6K +21 +4%
ST
615
Smithfield Trust
Pennsylvania
$301K – – –
NIM
616
NuWave Investment Management
New Jersey
$300K +$300K +493 New
RCAG
617
Rehmann Capital Advisory Group
Michigan
$299K -$3.05K -5 -1%
FPA
618
First Pacific Advisors
California
$292K – – –
AGA
619
Accuvest Global Advisors
Utah
$291K -$41.6K -68 -13%
HWMA
620
Heritage Wealth Management (Arizona)
Arizona
$291K +$43.1K +71 +17%
AIM
621
Anchor Investment Management
South Carolina
$288K -$70K -115 -20%
MAM
622
Magellan Asset Management
Australia
$288K -$59.1K -97 -17%
MNBTD
623
Moody National Bank Trust Division
Texas
$288K – – –
WFI
624
West Family Investments
California
$286K +$14K +23 +5%
BAM
625
Barrett Asset Management
New York
$283K -$6.09K -10 -2%
23 24
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