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MSCI
MSCI

Overview Fund Activity

759 hedge funds and large institutions have $33.5B invested in MSCI in 2020 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 292 increasing their positions, 251 reducing their positions, and 56 closing their positions.

Holders
759
Holders Change
+77
Holders Change %
+11.29%
% of All Funds
13.47%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.28%
New
138
Increased
292
Reduced
251
Closed
56
Calls
$148M
Puts
$125M
Net Calls
+$23.2M
Net Calls Change
-$49.4M

Top Buyers

1
SGA
1
Sustainable Growth Advisers
Connecticut
$216M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.65B
3
DZ Bank
3
DZ Bank
Germany
$271M
4
CTA
4
Carillon Tower Advisers
Florida
$150M
5
Swedbank
5
Swedbank
Sweden
$133M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.32B
2
BlackRock
2
BlackRock
New York
$2.86B
3
SM
3
SCGE Management
California
$0
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.86B
5
JCM
5
Junto Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TCM
801
Tradewinds Capital Management
Washington
– – -102 Closed
M
802
Mirova
France
– – -84 Closed
NNP
803
Nachman Norwood & Parrott
South Carolina
– – -75 Closed
RIM
804
Rampart Investment Management
Connecticut
– – -53 Closed
FFA
805
Founders Financial Alliance
North Carolina
– – -41 Closed
CSPIA
806
Cary Street Partners Investment Advisory
Virginia
– – -30 Closed
NIM
807
NuWave Investment Management
New Jersey
– – -13 Closed
RA
808
Rational Advisors
New York
– – -13 Closed
PFWA
809
Paces Ferry Wealth Advisors
Georgia
– – -10 Closed
CLOS
810
Compagnie Lombard Odier SCmA
Switzerland
– – -9 Closed
UFF
811
USA Financial Formulas
Michigan
– – -7 Closed
EAM
812
Erste Asset Management
Austria
– – – –
TSS
813
Two Sigma Securities
New York
– – – –
Capstone Investment Advisors
814
Capstone Investment Advisors
New York
– – – –
Group One Trading
815
Group One Trading
Illinois
– – – –
Twin Tree Management
816
Twin Tree Management
Texas
– – – –
SA
817
SpiderRock Advisors
Delaware
– – – –
APC
818
Aspire Private Capital
North Carolina
$0 1 – –
LGA
819
Lebenthal Global Advisors
New York
– – – –
SWA
820
SOA Wealth Advisors
New York
$0 1 +1 New
SIAG
821
Safeguard Investment Advisory Group
California
$0 1 +1 New
BC
822
Bartlett & Co
Ohio
$0 1 +1 New
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