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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 %
MC
626
Maverick Capital
Texas
$206K -$1.85M -4,152 -90%
OSAM
627
O'Shaughnessy Asset Management
Connecticut
$206K +$6.69K +15 +3%
RCAG
628
Rehmann Capital Advisory Group
Michigan
$206K +$206K +461 New
FT
629
Fiduciary Trust
Massachusetts
$205K +$205K +459 New
TI
630
Tidal Investments
Wisconsin
$203K +$203K +454 New
S
631
SignatureFD
Georgia
$198K +$8.05K +18 +4%
EI
632
Ellevest Inc
New York
$196K +$70.5K +158 +56%
PWM
633
Perigon Wealth Management
California
$173K +$173K +388 New
CAPTRUST Financial Advisors
634
CAPTRUST Financial Advisors
North Carolina
$162K -$10.7K -24 -6%
PCH
635
PGIM Custom Harvest
New Jersey
$158K +$158K +378 New
CFB
636
Cullen/Frost Bankers
Texas
$156K -$2.24K -5 -1%
KCM
637
Kathmere Capital Management
Pennsylvania
$154K – – –
CB
638
CNB Bank
Pennsylvania
$153K +$22.4K +50 +17%
GLLW
639
Graves Light Lenhart Wealth
Virginia
$151K +$151K +338 New
POIA
640
Pin Oak Investment Advisors
Texas
$150K – – –
QCG
641
Quadrant Capital Group
Ohio
$135K +$34.4K +77 +34%
PA
642
Perennial Advisors
New York
$134K +$134K +300 New
JAM
643
JCIC Asset Management
Ontario, Canada
$124K +$59.3K +133 +92%
Carson Wealth (CWM LLC)
644
Carson Wealth (CWM LLC)
Nebraska
$115K – – –
RPWA
645
Regent Peak Wealth Advisors
Georgia
$112K +$112K +251 New
MIM
646
Meridiem Investment Management
United Kingdom
$109K +$109K +245 New
FHA
647
First Horizon Advisors
Tennessee
$104K +$16.7K +38 +19%
PWPS
648
Pinnacle Wealth Planning Services
Ohio
$103K +$103K +231 New
CI Investments Inc
649
CI Investments Inc
Ontario, Canada
$102K -$19.2K -43 -16%
LCWP
650
Legacy Capital Wealth Partners
Arkansas
$100K +$100K +224 New
24 25
26
27 28