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MSCI
MSCI

Overview Fund Activity

606 hedge funds and large institutions have $22.5B invested in MSCI in 2020 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 207 increasing their positions, 251 reducing their positions, and 81 closing their positions.

Holders
606
Holders Change
–
Holders Change %
0%
% of All Funds
13.39%
Holding in Top 10
19
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+111.11%
% of All Funds
0.42%
New
87
Increased
207
Reduced
251
Closed
81
Calls
$53M
Puts
$82.5M
Net Calls
-$29.4M
Net Calls Change
+$32.7M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.29B
2
Victory Capital Management
2
Victory Capital Management
Texas
$300M
3
MWA
3
Marshall Wace Asia
Hong Kong
$189M
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$199M
5
WCM Investment Management
5
WCM Investment Management
California
$127M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$859M
2
Bessemer Group
2
Bessemer Group
New Jersey
$801K
3
Renaissance Technologies
3
Renaissance Technologies
New York
$135M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$4.64M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$119M
Name Market Value Shares Shares
Change 		Shares
Change %
GLI
676
Guardian Life Insurance
New York
– – -248 Closed
IFAM
677
Institutional & Family Asset Management
Colorado
– – -184 Closed
RIA
678
Realta Investment Advisors
Delaware
– – -180 Closed
ACM
679
Allred Capital Management
Texas
– – -107 Closed
AF
680
Advisornet Financial
Minnesota
– – -100 Closed
EWA
681
Evolution Wealth Advisors
Florida
– – -96 Closed
JCM
682
Jacobi Capital Management
Pennsylvania
– – -86 Closed
AGA
683
Accuvest Global Advisors
Utah
– – -54 Closed
IRC
684
Investors Research Corp
Georgia
– – -50 Closed
HIM
685
Hillsdale Investment Management
Ontario, Canada
– – -40 Closed
WCM
686
Wealthcare Capital Management
Virginia
– – -4 Closed
FPFS
687
First Personal Financial Services
North Carolina
– – -4 Closed
CAM
688
CenterStar Asset Management
Illinois
– – – –
Twin Tree Management
689
Twin Tree Management
Texas
– – – –
Citadel Advisors
690
Citadel Advisors
Florida
– – – –
Simplex Trading
691
Simplex Trading
Illinois
– – – –
AI
692
Atom Investors
Texas
– – – –
MAM
693
Monaco Asset Management
Monaco
– – – –
AU
694
Algebris (UK)
United Kingdom
– – – –
EAM
695
Erste Asset Management
Austria
– – – –
GI
696
Gradient Investments
Minnesota
$0 1 +1 New
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