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MSCI
MSCI

Overview Fund Activity

606 hedge funds and large institutions have $22.5B invested in MSCI in 2020 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 207 increasing their positions, 251 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
–
Holders Change %
0%
% of All Funds
13.39%
Holding in Top 10
19
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+111.11%
% of All Funds
0.42%
New
87
Increased
207
Reduced
251
Closed
81
Calls
$53M
Puts
$82.5M
Net Calls
-$29.4M
Net Calls Change
+$32.7M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.29B
2
Victory Capital Management
2
Victory Capital Management
Texas
$300M
3
MWA
3
Marshall Wace Asia
Hong Kong
$189M
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$199M
5
WCM Investment Management
5
WCM Investment Management
California
$127M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$859M
2
Bessemer Group
2
Bessemer Group
New Jersey
$801K
3
Renaissance Technologies
3
Renaissance Technologies
New York
$135M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$4.64M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
201
Freedom Investment Management
Connecticut
$5.62M +$58.4K +196 +1%
SOMRS
202
State of Michigan Retirement System
Michigan
$5.61M -$318K -1,100 -5%
AAF
203
Andra AP-fonden
Sweden
$5.55M -$607K -2,100 -10%
DHFB
204
Dixon Hubard Feinour & Brown
Virginia
$5.46M +$5.46M +18,901 New
RCW
205
Rheos Capital Works
Japan
$5.46M +$5.46M +18,900 New
LPL Financial
206
LPL Financial
California
$5.35M +$846K +2,927 +19%
MGWM
207
Marks Group Wealth Management
Minnesota
$5.29M -$135K -466 -2%
ERSOT
208
Employees Retirement System of Texas
Texas
$5.19M – – –
EAMA
209
EFG Asset Management (Americas)
Florida
$5.18M +$197K +681 +4%
BWP
210
Baldwin Wealth Partners
Massachusetts
$5.17M +$272K +940 +6%
GF
211
Gabelli Funds
New York
$5.12M +$5.12M +17,700 New
S
212
Seeyond
France
$5.08M +$2.64M +1,116 +108%
XK
213
Xact Kapitalforvaltning
Sweden
$5.04M -$92.2K -319 -2%
UCFA
214
United Capital Financial Advisors
Texas
$4.89M -$323K -1,117 -6%
DILIC
215
Dai-ichi Life Insurance Company
Japan
$4.77M -$4.48M -15,491 -48%
Skandinaviska Enskilda Banken (SEB)
216
Skandinaviska Enskilda Banken (SEB)
Sweden
$4.75M -$824K -2,853 -15%
BF
217
BOK Financial
Oklahoma
$4.74M +$465K +1,608 +11%
MLICM
218
Metropolitan Life Insurance Company (MetLife)
New York
$4.71M -$66.8K -231 -1%
Wellington Management Group
219
Wellington Management Group
Massachusetts
$4.64M -$103M -357,919 -96%
MCM
220
McKinley Capital Management
Alaska
$4.55M +$3.76K +13 +0.1%
URS
221
Utah Retirement Systems
Utah
$4.53M – – –
RPI
222
Railway Pension Investments
United Kingdom
$4.45M +$28.9K +100 +0.7%
TPSF
223
Texas Permanent School Fund
Texas
$4.43M +$103K +355 +2%
Mitsubishi UFJ Asset Management
224
Mitsubishi UFJ Asset Management
Japan
$4.41M -$146K -505 -3%
Public Sector Pension Investment Board (PSP Investments)
225
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.33M -$1.78M -6,170 -29%
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