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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 %
TJHA
776
Thomas J. Herzfeld Advisors
Florida
$5K 9 – –
BWA
777
BDO Wealth Advisors
Florida
$4K 7 – –
PWMG
778
Prestige Wealth Management Group
New Jersey
$4K 6 – –
HI
779
Hudock Inc
Pennsylvania
$4K 8 – –
ADL
780
Asset Dedication LLC
California
$4K 7 – –
HFM
781
Hartford Financial Management
Connecticut
$4K 6 +6 New
AWM
782
Atticus Wealth Management
Florida
$4K 7 +7 New
MG
783
MilWealth Group
Wisconsin
$3.04K 5 +5 New
PP
784
Pacifica Partners
Canada
$3K 5 – –
FNBOSM
785
First National Bank of South Miami
Florida
$3K 5 – –
KFI
786
Key Financial Inc
Pennsylvania
$3K 5 +5 New
GPA
787
Guidance Point Advisors
Massachusetts
$3K 5 +5 New
RTL
788
Red Tortoise LLC
Georgia
$3K 7 +7 New
MGIM
789
M&G Investment Management
United Kingdom
$2.58K 4,240 -16,001 -79%
SWA
790
Sutton Wealth Advisors
Florida
$2.43K 4 +1 +33%
HWM
791
HighMark Wealth Management
Minnesota
$2K 3 -3 -50%
ACM
792
AUA Capital Management
Pennsylvania
$2K 3 – –
TSW
793
Thompson Siegel & Walmsley
Virginia
$2K 3 – –
CA
794
Crewe Advisors
Utah
$2K 4 – –
TCWA
795
Ten Capital Wealth Advisors
Washington
$2K 4 – –
MA
796
MCF Advisors
Kentucky
$2K 3 +3 New
CI
797
Cordant Inc
Oregon
$2K 4 +4 New
BA
798
Bellwether Advisors
Nebraska
$2K 4 +4 New
GFPC
799
Global Financial Private Client
Florida
$1.22K 2 – –
Walleye Capital
800
Walleye Capital
New York
$1.05K 1,732 +1,732 New
30 31
32
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