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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.

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
1
Citadel Advisors
Florida
$83.6M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$287M
3
CGPCS
3
Capital Group Private Client Services
California
$73.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$234M
5
Barclays
5
Barclays
United Kingdom
$198M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.89B
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$1.33B
3
SGA
3
Sustainable Growth Advisers
Connecticut
$354M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$197M
5
Korea Investment Corp
5
Korea Investment Corp
South Korea
$8.76M
Name Market Value Shares Shares
Change 		Shares
Change %
ACM
676
Anfield Capital Management
California
$201K 322 – –
SWM
677
Spire Wealth Management
Virginia
$201K 331 +17 +5%
QCG
678
Quadrant Capital Group
Ohio
$201K 330 +18 +6%
HI
679
Harbour Investments
Wisconsin
$199K 328 +14 +4%
BCA
680
Berman Capital Advisors
Georgia
$197K 325 +75 +30%
Northwestern Mutual Wealth Management
681
Northwestern Mutual Wealth Management
Wisconsin
$178K 292 -74 -20%
JIR
682
James Investment Research
Ohio
$172K 283 -80 -22%
MC
683
Maverick Capital
Texas
$158K 259 +170 +191%
GLLW
684
Graves Light Lenhart Wealth
Virginia
$155K 254 – –
MIM
685
Meridiem Investment Management
United Kingdom
$149K 245 – –
ETC
686
Exchange Traded Concepts
Oklahoma
$147K 241 +222 +1,168%
BAM
687
Belpointe Asset Management
Nevada
$140K 231 +231 New
ED
688
Exane Derivatives
France
$138K 227 -106 -32%
GRP
689
Global Retirement Partners
California
$134K 221 +51 +30%
CFB
690
Cullen/Frost Bankers
Texas
$119K 195 – –
PCG
691
Private Capital Group
Connecticut
$117K 192 – –
WT
692
Whittier Trust
California
$113K 186 – –
GCGDR
693
Geo Capital Gestora de Recursos
Brazil
$108K 177 -34 -16%
SOW
694
State of Wyoming
Wyoming
$102K 168 -19 -10%
CI
695
CX Institutional
Indiana
$94K 154 +2 +1%
SWM
696
Selective Wealth Management
Virginia
$91K 150 – –
SAI
697
Systematic Alpha Investments
New Jersey
$90K 135 +135 New
AIL
698
AGF Investments LLC
Ontario, Canada
$85K 139 -2,273 -94%
ST
699
Sageworth Trust
Pennsylvania
$79K 130 – –
JFA
700
JNBA Financial Advisors
Minnesota
$78K 129 +129 New
26 27
28
29 30