MSCI icon

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 Market Value Shares Shares
Change 		Shares
Change %
HPC
701
HM Payson & Co
Maine
$15K 34 +34 New
TFO
702
Tarbox Family Office
California
$14K 32 – –
LWA
703
Lenox Wealth Advisors
New York
$12K 26 – –
FRA
704
Front Row Advisors
California
$12K 26 – –
AWM
705
Avior Wealth Management
Nebraska
$12K 29 +1 +4%
TIAM2
706
Tru Independence Asset Management 2
Oregon
$12K 27 +27 New
WTC
707
WhitTier Trust Company
Nevada
$11K 25 – –
AF
708
Advisornet Financial
Minnesota
$11K 24 +1 +4%
TWM
709
Tradition Wealth Management
Minnesota
$11K 24 +24 New
FCA
710
FinTrust Capital Advisors
South Carolina
$10K 22 – –
CHA
711
Carmichael Hill & Associates
Maryland
$10K 23 – –
AFG
712
Albion Financial Group
Utah
$10K 23 +23 New
ONST
713
Old North State Trust
North Carolina
$9K 21 +21 New
GWS
714
Glassman Wealth Services
Virginia
$8K 17 – –
FMP
715
Financial Management Professionals
Texas
$7K 16 – –
CFA
716
Carroll Financial Associates
North Carolina
$7K 16 – –
BDS
717
Banco de Sabadell
Florida
$7K 17 – –
FGAM
718
Financial Gravity Asset Management
Texas
$7K 15 +15 New
FCH
719
Freestone Capital Holdings
Washington
$6.25K 14 – –
VCM
720
Versant Capital Management
Arizona
$6K 14 – –
WWM
721
Wolff Wiese Magana
California
$6K 13 +13 New
TF
722
Tompkins Financial
New York
$6K 14 +14 New
EWA
723
Evolution Wealth Advisors
Florida
$5K 12 – –
EAM
724
Eukles Asset Management
Ohio
$5K 11 – –
JCM
725
Jacobi Capital Management
Pennsylvania
$5K 11 +1 +10%
27 28
29
30 31