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MSCI
MSCI

Overview Fund Activity

682 hedge funds and large institutions have $26.6B invested in MSCI in 2020 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 228 increasing their positions, 287 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
682
Holders Change
+31
Holders Change %
+4.76%
% of All Funds
13.8%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.2%
New
89
Increased
228
Reduced
287
Closed
54
Calls
$166M
Puts
$93.8M
Net Calls
+$72.5M
Net Calls Change
+$80.8M

Top Buyers

1
MCM
Melvin Capital Management
New York
$134M
2
Capital International Investors
Capital International Investors
California
$464M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1B
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$243M
5
Allianz Asset Management
Allianz Asset Management
Germany
$134M

Top Sellers

1
CWG
C WorldWide Group
Denmark
$2.4M
2
Polen Capital Management
Polen Capital Management
Florida
$644M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$1.04B
4
Vanguard Group
Vanguard Group
Pennsylvania
$3.18B
5
CTA
Carillon Tower Advisers
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MYAM
701
Meiji Yasuda Asset Management
Japan
– -$387K -1,160 Closed
TCM
702
Tuttle Capital Management
Connecticut
– -$382K -1,145 Closed
C
703
Cerebellum
California
– -$125K -988 Closed
VI
704
Versor Investments
New York
– -$300K -898 Closed
CAG
705
Csenge Advisory Group
Florida
– -$278K -834 Closed
ECM
706
ETrade Capital Management
Virginia
– -$259K -777 Closed
FRM
707
Fox Run Management
Connecticut
– -$256K -766 Closed
MA
708
MANA Advisors
New York
– -$242K -725 Closed
PP
709
PDT Partners
New York
– -$235K -704 Closed
KMWM
710
Keudell/Morrison Wealth Management
Oregon
– -$210K -629 Closed
TSS
711
Two Sigma Securities
New York
– -$201K -603 Closed
PA
712
Perennial Advisors
New York
– -$135K -405 Closed
KPW
713
Kore Private Wealth
New York
– -$124K -372 Closed
BL
714
Balentine LLC
Georgia
– -$69K -207 Closed
AFS
715
Aft Forsyth & Sober
Florida
– -$42K -125 Closed
PA
716
Procyon Advisors
Connecticut
– -$37K -111 Closed
CAN
717
Cetera Advisor Networks
California
– -$34K -103 Closed
CG
718
Cutler Group
California
– -$27K -82 Closed
EP
719
Eudaimonia Partners
Tennessee
– -$27K -80 Closed
CWP
720
CFM Wealth Partners
Texas
– -$26K -78 Closed
VEA
721
Virtus ETF Advisers
New York
– -$24K -72 Closed
AWM
722
Apollon Wealth Management
South Carolina
– -$17K -50 Closed
CFG
723
Citizens Financial Group
Rhode Island
– -$16K -49 Closed
RDWM
724
Red Door Wealth Management
Tennessee
– -$13K -41 Closed
JWM
725
Janiczek Wealth Management
Colorado
– -$14K -41 Closed
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