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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 %
AssetMark Inc
701
AssetMark Inc
California
$77K 126 +83 +193%
LC
702
Lindbrook Capital
California
$75K 123 +5 +4%
APWA
703
Atlas Private Wealth Advisors
New Jersey
$73K 120 -5 -4%
AP
704
Arlington Partners
Alabama
$70K 115 +115 New
AWA
705
Arkadios Wealth Advisors
Georgia
$68K 112 -14 -11%
LAS
706
Lloyd Advisory Services
Georgia
$68K 111 +47 +73%
GM
707
GeoWealth Management
Illinois
$68K 112 +112 New
EBA
708
Eagle Bay Advisors
New York
$66K 109 +90 +474%
TFS
709
TrustCore Financial Services
Tennessee
$64K 106 +106 New
PFBT
710
Parkside Financial Bank & Trust
Missouri
$62K 103 +16 +18%
HPC
711
HM Payson & Co
Maine
$62K 102 +102 New
MPWT
712
MassMutual Private Wealth & Trust
Connecticut
$57K 93 -6 -6%
JGIA
713
Jackson Grant Investment Advisers
Connecticut
$57K 94 – –
CA
714
Clearstead Advisors
Ohio
$57K 93 +83 +830%
CFD
715
Creative Financial Designs
Indiana
$52K 85 – –
GWM
716
Geneos Wealth Management
Colorado
$51K 84 – –
FF
717
FourThought Financial
Florida
$51K 85 – –
GAM
718
Gemmer Asset Management
California
$50K 82 – –
TFIPS
719
Towarzystwo Funduszy Inwestycyjnych PZU SA
$39.5K 65 – –
POIA
720
Pin Oak Investment Advisors
Texas
$38K 62 – –
FCA
721
FinTrust Capital Advisors
South Carolina
$38K 63 +47 +294%
SFA
722
Semmax Financial Advisors
North Carolina
$37K 60 – –
DOA
723
D'Orazio & Associates
Virginia
$37K 61 +61 New
AAP
724
Arax Advisory Partners
Colorado
$36K 59 -12 -17%
BEI
725
Benjamin Edwards Inc
Missouri
$35K 58 – –
27 28
29
30 31