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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.

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

Top Sellers

1
MCM
1
Melvin Capital Management
New York
$0
2
Polen Capital Management
2
Polen Capital Management
Florida
$573M
3
Holocene Advisors
3
Holocene Advisors
New York
$0
4
Winslow Capital Management
4
Winslow Capital Management
Minnesota
$145M
5
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$1.06B
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
726
Sutton Wealth Advisors
Florida
$1.26K – – –
ACM
727
AUA Capital Management
Pennsylvania
$1K – – –
TSW
728
Thompson Siegel & Walmsley
Virginia
$1K +$1K +3 New
MCM
729
MV Capital Management
Maryland
$1K +$1K +3 New
GFPC
730
Global Financial Private Client
Florida
$857 – – –
BCWM
731
Bartlett & Co Wealth Management
Ohio
$419 – – –
BBHC
732
Brown Brothers Harriman & Co
New York
$263 +$46 +110 +21%
MCM
733
Melvin Capital Management
New York
– -$201M -450,000 Closed
Holocene Advisors
734
Holocene Advisors
New York
– -$113M -254,006 Closed
1832 Asset Management
735
1832 Asset Management
Ontario, Canada
– -$64.3M -146,700 Closed
ZIG
736
Zurich Insurance Group
Switzerland
– -$49.2M -110,251 Closed
Citadel Advisors
737
Citadel Advisors
Florida
– -$39.4M -88,286 Closed
PWAG
738
Polaris Wealth Advisory Group
California
– -$24.2M -53,410 Closed
JAM
739
Jupiter Asset Management
United Kingdom
– -$18.8M -42,151 Closed
MIH
740
Meitav Investment House
Israel
– -$18.5M -41,429 Closed
DBG
741
De Burlo Group
Massachusetts
– -$10.6M -23,700 Closed
Marshall Wace
742
Marshall Wace
United Kingdom
– -$8.74M -19,576 Closed
E
743
Ergoteles
New York
– -$7.41M -16,599 Closed
ACM
744
Aubrey Capital Management
United Kingdom
– -$7.28M -16,300 Closed
PFM
745
Premier Fund Managers
United Kingdom
– -$6.11M -13,970 Closed
Simplex Trading
746
Simplex Trading
Illinois
– -$5.78M -12,949 Closed
Alyeska Investment Group
747
Alyeska Investment Group
Illinois
– -$5.4M -12,090 Closed
SAM
748
Stenahm Asset Management
Guernsey
– -$5.36M -12,000 Closed
MSA
749
Mason Street Advisors
Wisconsin
– -$5.11M -11,435 Closed
AAM
750
Arabesque Asset Management
United Kingdom
– -$4.49M -10,046 Closed
28 29
30
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