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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.

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
1
Sustainable Growth Advisers
Connecticut
$216M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.65B
3
DZ Bank
3
DZ Bank
Germany
$271M
4
CTA
4
Carillon Tower Advisers
Florida
$150M
5
Swedbank
5
Swedbank
Sweden
$133M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.32B
2
BlackRock
2
BlackRock
New York
$2.86B
3
SM
3
SCGE Management
California
$0
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.86B
5
JCM
5
Junto Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PFBT
676
Parkside Financial Bank & Trust
Missouri
$34K +$18.8K +42 +124%
CWP
677
Concord Wealth Partners
Virginia
$34K +$34K +75 New
VCG
678
Vantage Consulting Group
Virginia
$33K +$33K +74 New
ETC
679
Exchange Traded Concepts
Oklahoma
$32K -$28.4K -63 -47%
TFIPS
680
Towarzystwo Funduszy Inwestycyjnych PZU SA
$29K +$29K +65 New
AWA
681
Arkadios Wealth Advisors
Georgia
$29K -$26.8K -61 -48%
SL
682
Savior LLC
Massachusetts
$29K – – –
M
683
MOTCO
Texas
$25K +$25K +56 New
IAIM
684
International Assets Investment Management
Florida
$25K +$25K +57 New
FMII
685
Farmers & Merchants Investments Inc
Nebraska
$23K – – –
SLF
686
Sun Life Financial
Ontario, Canada
$22K -$898 -2 -4%
MF
687
Manchester Financial
California
$22K +$22K +50 New
SBL
688
Sargent Bickham Lagudis
Colorado
$20K – – –
PGAM
689
Princeton Global Asset Management
New Jersey
$20K – – –
WT
690
Washington Trust
Rhode Island
$20K – – –
CIA
691
CSat Investment Advisory
Michigan
$18K -$111K -246 -86%
VFA
692
Valeo Financial Advisors
Indiana
$18K – – –
HNB
693
Huntington National Bank
Ohio
$18K +$18K +40 New
EARNEST Partners
694
EARNEST Partners
Georgia
$17K – – –
AS
695
Altshuler Shaham
Israel
$17K +$8.5K +19 +100%
AWM
696
Accel Wealth Management
Iowa
$17K +$17K +37 New
AIG
697
American International Group
New York
$16K -$166 -372 -1%
PB
698
Pinnacle Bancorp
Nebraska
$15K – – –
DSC
699
Duncker Streett & Co
Missouri
$15K – – –
KTC
700
Kistler-Tiffany Companies
Pennsylvania
$15K +$15K +33 New
26 27
28
29 30