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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.74B 9,487,254 +68,453 +0.7%
BlackRock
2
BlackRock
New York
$1.87B 6,479,112 -202,247 -3%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1.29B 4,459,493 +1,159,125 +35%
State Street
4
State Street
Massachusetts
$1.08B 3,753,253 -103,547 -3%
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$966M 3,343,083 -140,812 -4%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$859M 2,972,264 -923,389 -24%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$737M 2,548,997 +48,074 +2%
BAMCO Inc
8
BAMCO Inc
New York
$664M 2,299,518 +103,202 +5%
Polen Capital Management
9
Polen Capital Management
Florida
$626M 2,166,322 +53,342 +3%
American Century Companies
10
American Century Companies
Missouri
$489M 1,691,165 +31,113 +2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$459M 1,590,138 -6,116 -0.4%
Franklin Resources
12
Franklin Resources
California
$390M 1,349,208 -81,877 -6%
Northern Trust
13
Northern Trust
Illinois
$302M 1,044,394 +11,693 +1%
Victory Capital Management
14
Victory Capital Management
Texas
$300M 1,039,408 +537,889 +107%
Capital International Investors
15
Capital International Investors
California
$268M 929,104 +201,185 +28%
Ameriprise
16
Ameriprise
Minnesota
$256M 884,273 -63,482 -7%
Principal Financial Group
17
Principal Financial Group
Iowa
$241M 832,825 -113,626 -12%
Janus Henderson Group
18
Janus Henderson Group
United Kingdom
$238M 825,195 -195,282 -19%
Norges Bank
19
Norges Bank
Norway
$235M 813,174 -22,392 -3%
Invesco
20
Invesco
Georgia
$235M 812,249 -40,006 -5%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$223M 770,280 -184,359 -19%
CWG
22
C WorldWide Group
Denmark
$209M 722,664 -23,787 -3%
Bank of America
23
Bank of America
North Carolina
$208M 720,662 +101,050 +16%
1832 Asset Management
24
1832 Asset Management
Ontario, Canada
$199M 673,770 +484,992 +257%
MWA
25
Marshall Wace Asia
Hong Kong
$189M 654,750 +535,315 +448%
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