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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 Holding Trade Value Shares
Change 		Shares
Change %
MCM
726
Manchester Capital Management
Vermont
$5K +$5K +11 New
BDWM
727
Brewin Dolphin Wealth Management
Ireland
$4.47K – – –
HWM
728
HighMark Wealth Management
Minnesota
$4K – – –
EFSCE
729
Enterprise Financial Services Corp (EFSC)
Missouri
$4K +$800 +2 +25%
RWA
730
Ropes Wealth Advisors
Massachusetts
$4K +$4K +9 New
AWG
731
Altus Wealth Group
Colorado
$4K +$4K +10 New
NSB
732
Norway Savings Bank
Maine
$3K -$22K -44 -88%
HI
733
Hudock Inc
Pennsylvania
$3K – – –
HIA
734
Harbor Investment Advisory
Maryland
$3K – – –
EW
735
Evoke Wealth
California
$3K – – –
LAS
736
Lloyd Advisory Services
Georgia
$3K – – –
BSSFA
737
Baron Silver Stevens Financial Advisors
Florida
$3K +$3K +7 New
MA
738
MUFG Americas
New York
$3K +$3K +7 New
KFS
739
Kelly Financial Services
Massachusetts
$2.23K +$2.23K +5 New
CA
740
Crewe Advisors
Utah
$2K -$1.5K -3 -43%
NFSG
741
Newbridge Financial Services Group
Florida
$2K – – –
PO
742
Private Ocean
California
$2K – – –
SFSIG
743
San Francisco Sentry Investment Group
California
$2K – – –
SFO
744
Standard Family Office
South Dakota
$2K +$2K +4 New
MPWT
745
MassMutual Private Wealth & Trust
Connecticut
$2K +$2K +5 New
PMFA
746
Plante Moran Financial Advisors
Michigan
$2K +$2K +5 New
FNBOSM
747
First National Bank of South Miami
Florida
$2K +$2K +5 New
SWA
748
Sutton Wealth Advisors
Florida
$1.34K – – –
ACM
749
AUA Capital Management
Pennsylvania
$1K – – –
PWMG
750
Prestige Wealth Management Group
New Jersey
$1K – – –
28 29
30
31 32