MSCI icon

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 %
BMD
751
Better Money Decisions
New Mexico
$17K 28 – –
LWA
752
Lenox Wealth Advisors
New York
$16K 26 -51 -66%
RA
753
Resolute Advisors
California
$16K 26 – –
WTC
754
WhitTier Trust Company
Nevada
$15K 25 – –
TWM
755
Tradition Wealth Management
Minnesota
$15K 24 – –
MCM
756
MV Capital Management
Maryland
$15K 24 +7 +41%
TFO
757
Tarbox Family Office
California
$14K 23 -1 -4%
AFG
758
Albion Financial Group
Utah
$14K 23 – –
CHA
759
Carmichael Hill & Associates
Maryland
$14K 23 – –
AF
760
Advisornet Financial
Minnesota
$14K 23 +4 +21%
VCM
761
Versant Capital Management
Arizona
$13K 22 +3 +16%
HIA
762
Harbor Investment Advisory
Maryland
$13K 21 +15 +250%
BWM
763
BerganKDV Wealth Management
Minnesota
$13K 22 +22 New
FRA
764
Front Row Advisors
California
$12K 19 – –
SIAP
765
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$12K 20 +20 New
CFA
766
Carroll Financial Associates
North Carolina
$11K 19 +1 +6%
FMP
767
Financial Management Professionals
Texas
$10K 16 – –
BIA
768
Bell Investment Advisors
California
$10K 17 +17 New
CCC
769
Crescent Capital Consulting
Louisiana
$9K 14 – –
TWA
770
TCI Wealth Advisors
Arizona
$9K 15 +2 +15%
TF
771
Tompkins Financial
New York
$9K 14 +14 New
MCM
772
Manchester Capital Management
Vermont
$7K 11 -26 -70%
EAM
773
Eukles Asset Management
Ohio
$7K 11 – –
EWA
774
Evolution Wealth Advisors
Florida
$7K 12 – –
VNA
775
Valley National Advisers
Pennsylvania
$7K 11 +2 +22%
29 30
31
32 33