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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 %
FMII
726
Farmers & Merchants Investments Inc
Nebraska
$33K 55 +3 +6%
CFA
727
Cahill Financial Advisors
Minnesota
$33K 55 +55 New
CAM
728
Close Asset Management
United Kingdom
$33K 55 +55 New
HNB
729
Huntington National Bank
Ohio
$32K 52 +12 +30%
WWM
730
Wolff Wiese Magana
California
$31K 51 +29 +132%
CWC
731
Carolinas Wealth Consulting
North Carolina
$28K 46 -7 -13%
PGAM
732
Princeton Global Asset Management
New Jersey
$28K 45 – –
WT
733
Washington Trust
Rhode Island
$27K 44 – –
SC
734
Sierra Capital
Florida
$25K 41 – –
Nisa Investment Advisors
735
Nisa Investment Advisors
Missouri
$24.5K 40,198 -5,219 -11%
CYG
736
Clean Yield Group
Vermont
$24K 40 -40 -50%
SBL
737
Sargent Bickham Lagudis
Colorado
$24K 40 -5 -11%
GWS
738
Glassman Wealth Services
Virginia
$24K 40 +8 +25%
KFS
739
Kelly Financial Services
Massachusetts
$23.2K 38 -15,963 -100%
EARNEST Partners
740
EARNEST Partners
Georgia
$23K 37 – –
AWM
741
Accel Wealth Management
Iowa
$23K 37 – –
TG
742
TCW Group
California
$21.8K 35,760 -927 -3%
CMF
743
Counterpoint Mutual Funds
California
$21K 34 +10 +42%
PB
744
Pinnacle Bancorp
Nebraska
$20K 33 – –
KTC
745
Kistler-Tiffany Companies
Pennsylvania
$20K 33 – –
SCA
746
Stuart Chaussee & Associates
California
$19K 31 – –
GWSG
747
GPS Wealth Strategies Group
Colorado
$19K 31 – –
AF
748
Allworth Financial
California
$19K 31 +31 New
PCH
749
PGIM Custom Harvest
New Jersey
$18K 378 – –
UOTTAIMCU
750
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$18K 30 +30 New
28 29
30
31 32