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MSCI
MSCI

Overview Fund Activity

732 hedge funds and large institutions have $31.5B invested in MSCI in 2021 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 285 increasing their positions, 283 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
732
Holders Change
-27
Holders Change %
-3.56%
% of All Funds
12.89%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.18%
New
70
Increased
285
Reduced
283
Closed
89
Calls
$60.6M
Puts
$122M
Net Calls
-$61.2M
Net Calls Change
-$84.4M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.59B
2
Brown Advisory
Brown Advisory
Maryland
$256M
3
VOYA Investment Management
VOYA Investment Management
Georgia
$285M
4
Bessemer Group
Bessemer Group
New Jersey
$141M
5
BlackRock
BlackRock
New York
$2.82B

Top Sellers

1
MCM
Melvin Capital Management
New York
$0
2
Polen Capital Management
Polen Capital Management
Florida
$573M
3
Holocene Advisors
Holocene Advisors
New York
$0
4
Winslow Capital Management
Winslow Capital Management
Minnesota
$145M
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$1.06B
Name Holding Trade Value Shares
Change 		Shares
Change %
BDWM
701
Brewin Dolphin Wealth Management
Ireland
$4.19K – – –
HFM
702
Harvest Fund Management
China
$4K -$324K -892 -99%
WWM
703
Wolff Wiese Magana
California
$4K -$1.2K -3 -23%
Jones Financial Companies
704
Jones Financial Companies
Missouri
$4K +$4K +9 New
TJHA
705
Thomas J. Herzfeld Advisors
Florida
$4K +$4K +9 New
WCM
706
Wealthcare Capital Management
Virginia
$4K +$4K +10 New
MWP
707
Meridian Wealth Partners
Pennsylvania
$4K +$4K +10 New
DWA
708
Dorsey Wright & Associates
California
$3.05K -$5.06K -12,066 -62%
HWM
709
HighMark Wealth Management
Minnesota
$3K -$1.29K -3 -30%
MCM
710
Manchester Capital Management
Vermont
$3K -$1.13K -3 -27%
HIA
711
Harbor Investment Advisory
Maryland
$3K – – –
HI
712
Hudock Inc
Pennsylvania
$3K – – –
BWA
713
BDO Wealth Advisors
Florida
$3K +$3K +7 New
TCOV
714
Trust Company of Vermont
Vermont
$3K +$3K +8 New
LPARFS
715
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$2.52K -$42 -100 -2%
KFS
716
Kelly Financial Services
Massachusetts
$2.1K – – –
NFSG
717
Newbridge Financial Services Group
Florida
$2K – – –
CA
718
Crewe Advisors
Utah
$2K – – –
SFSIG
719
San Francisco Sentry Investment Group
California
$2K – – –
PO
720
Private Ocean
California
$2K – – –
FNBOSM
721
First National Bank of South Miami
Florida
$2K – – –
PWMG
722
Prestige Wealth Management Group
New Jersey
$2K +$500 +1 +33%
SFO
723
Standard Family Office
South Dakota
$2K +$400 +1 +25%
VNA
724
Valley National Advisers
Pennsylvania
$2K +$2K +5 New
AIM
725
Anchor Investment Management
South Carolina
$1.68K +$1.68K +4 New
27 28
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