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MSCI
MSCI

Overview Fund Activity

651 hedge funds and large institutions have $25.5B invested in MSCI in 2020 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 238 increasing their positions, 247 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
651
Holders Change
+45
Holders Change %
+7.43%
% of All Funds
13.38%
Holding in Top 10
12
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-36.84%
% of All Funds
0.25%
New
100
Increased
238
Reduced
247
Closed
48
Calls
$145M
Puts
$154M
Net Calls
-$8.3M
Net Calls Change
+$21.1M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.18B
2
Winslow Capital Management
Winslow Capital Management
Minnesota
$245M
3
DCP
Durable Capital Partners
Maryland
$226M
4
BlackRock
BlackRock
New York
$2.25B
5
Polen Capital Management
Polen Capital Management
Florida
$798M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$138M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0
3
Renaissance Technologies
Renaissance Technologies
New York
$27.6M
4
MWA
Marshall Wace Asia
Hong Kong
$91.2M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
176
CIBC World Markets
New York
$8.99M +$1.16M +3,465 +15%
TC
177
TownSquare Capital
Utah
$8.94M +$611K +1,679 +7%
IC
178
Inverness Counsel
New York
$8.9M +$687K +2,059 +8%
Comerica Bank
179
Comerica Bank
Texas
$8.84M +$148K +379 +2%
Mirae Asset Global Investments
180
Mirae Asset Global Investments
South Korea
$8.8M -$1.09M -3,262 -11%
PAI
181
Pittenger & Anderson Inc
Nebraska
$8.8M +$1.1M +3,293 +14%
FAF
182
Fjarde Ap-fonden
Sweden
$8.71M +$334K +1,000 +4%
OPERF
183
Oregon Public Employees Retirement Fund
Oregon
$8.52M -$2.74M -8,202 -24%
Wellington Management Group
184
Wellington Management Group
Massachusetts
$8.3M +$2.94M +8,810 +55%
CFG
185
Cambridge Financial Group
Ohio
$8.25M -$182K -545 -2%
Janney Montgomery Scott
186
Janney Montgomery Scott
Pennsylvania
$8.24M +$1.68M +5,020 +26%
Zurich Cantonal Bank
187
Zurich Cantonal Bank
Switzerland
$7.78M +$495K +1,482 +7%
BAM
188
Baldrige Asset Management
Pennsylvania
$7.52M – – –
MIM
189
MetLife Investment Management
New Jersey
$7.42M +$134K +401 +2%
Rafferty Asset Management
190
Rafferty Asset Management
New York
$7.27M +$5.76M +17,251 +382%
SOMRS
191
State of Michigan Retirement System
Michigan
$7.26M +$787K +2,356 +12%
Truist Financial
192
Truist Financial
North Carolina
$7.23M +$260K +779 +4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
193
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$7.18M +$7.12M +21,333 +12,698%
LPL Financial
194
LPL Financial
California
$7.13M +$950K +2,847 +15%
AIA
195
AGF Investments America
Ontario, Canada
$7.12M +$3.01M +9,011 +73%
DHFB
196
Dixon Hubard Feinour & Brown
Virginia
$7.03M -$80.9K -215 -1%
MIP
197
Marietta Investment Partners
Wisconsin
$7M +$361K +1,081 +5%
GIBU
198
Gulf International Bank (UK)
United Kingdom
$6.97M – – –
AL
199
AJO LP
Pennsylvania
$6.83M -$884K -2,650 -11%
MIM
200
Martin Investment Management
Florida
$6.69M +$95.5K +286 +1%
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