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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 %
CWP
801
Concord Wealth Partners
Virginia
– – -75 Closed
VCG
802
Vantage Consulting Group
Virginia
– – -74 Closed
M
803
MOTCO
Texas
– – -56 Closed
VFA
804
Valeo Financial Advisors
Indiana
– – -41 Closed
HPC
805
HM Payson & Co
Maine
– – -34 Closed
TIAM2
806
Tru Independence Asset Management 2
Oregon
– – -27 Closed
TWM
807
Tradition Wealth Management
Minnesota
– – -24 Closed
ONST
808
Old North State Trust
North Carolina
– – -21 Closed
BDS
809
Banco de Sabadell
Florida
– – -17 Closed
FCH
810
Freestone Capital Holdings
Washington
– – -14 Closed
AWG
811
Altus Wealth Group
Colorado
– – -10 Closed
RWA
812
Ropes Wealth Advisors
Massachusetts
– – -9 Closed
MA
813
MUFG Americas
New York
– – -7 Closed
BSSFA
814
Baron Silver Stevens Financial Advisors
Florida
– – -7 Closed
NSB
815
Norway Savings Bank
Maine
– – -6 Closed
PMFA
816
Plante Moran Financial Advisors
Michigan
– – -5 Closed
CWM
817
Curi Wealth Management
North Carolina
– – -4 Closed
GI
818
Gradient Investments
Minnesota
– – -4 Closed
APC
819
Aspire Private Capital
North Carolina
– – -1 Closed
SIAG
820
Safeguard Investment Advisory Group
California
– – -1 Closed
SWA
821
SOA Wealth Advisors
New York
– – -1 Closed
Twin Tree Management
822
Twin Tree Management
Texas
– – – –
BC
823
Bartlett & Co
Ohio
$0 1 – –
EAM
824
Erste Asset Management
Austria
– – – –
TSS
825
Two Sigma Securities
New York
– – – –
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