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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 Market Value Shares Shares
Change 		Shares
Change %
DCM
776
Driehaus Capital Management
Illinois
– – -1,012 Closed
NP
777
Ninepoint Partners
Ontario, Canada
– – -986 Closed
MWM
778
Meridian Wealth Management
Kentucky
– – -961 Closed
CRCM
779
Corbett Road Capital Management
Virginia
– – -914 Closed
CWA
780
Clarus Wealth Advisors
Arizona
– – -775 Closed
CC
781
Centiva Capital
New York
– – -765 Closed
ACM
782
Alpha Capital Management
Texas
– – -708 Closed
MAM
783
Morse Asset Management
Connecticut
– – -700 Closed
DT
784
Diversified Trust
Tennessee
– – -607 Closed
WAS
785
Wealth Advisory Solutions
Indiana
– – -607 Closed
CWM
786
Chesapeake Wealth Management
Virginia
– – -605 Closed
ER
787
Enlightenment Research
Florida
– – -600 Closed
RWA
788
Redhawk Wealth Advisors
Minnesota
– – -599 Closed
BC
789
Bridgefront Capital
Texas
– – -513 Closed
MNBTD
790
Moody National Bank Trust Division
Texas
– – -474 Closed
FT
791
Fiduciary Trust
Massachusetts
– – -459 Closed
KCM
792
Kathmere Capital Management
Pennsylvania
– – -344 Closed
RPWA
793
Regent Peak Wealth Advisors
Georgia
– – -251 Closed
PWPS
794
Pinnacle Wealth Planning Services
Ohio
– – -231 Closed
LCWP
795
Legacy Capital Wealth Partners
Arkansas
– – -224 Closed
D
796
Diversified
Delaware
– – -179 Closed
KC
797
Kinloch Capital
Virginia
– – -147 Closed
ICP
798
Interchange Capital Partners
Pennsylvania
– – -126 Closed
CCA
799
Childress Capital Advisors
Texas
– – -112 Closed
CYG
800
Clean Yield Group
Vermont
– – -80 Closed
30 31
32
33 34