MSCI
MSCI
653 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, 240 increasing their positions, 248 reducing their positions, and 48 closing their positions.
108% more first-time investments, than exits
New positions opened: 100 | Existing positions closed: 48
14% more capital invested
Capital invested by funds: $22.4B → $25.5B (+$3.12B)
7% more funds holding
Funds holding: 608 → 653 (+45)
3% less repeat investments, than reductions
Existing positions increased: 240 | Existing positions reduced: 248
5% less call options, than puts
Call options by funds: $145M | Put options by funds: $154M
1.47% less ownership
Funds ownership: 91.25% → 89.77% (-1.5%)
37% less funds holding in top 10
Funds holding in top 10: 19 → 12 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$180M |
| 2 |
Winslow Capital Management
Minneapolis,
Minnesota
|
+$114M |
| 3 |
DCP
Durable Capital Partners
Bethesda,
Maryland
|
+$90.8M |
| 4 |
BlackRock
New York
|
+$80.6M |
| 5 |
Polen Capital Management
Boca Raton,
Florida
|
+$72.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$199M |
| 2 |
Renaissance Technologies
New York
|
-$124M |
| 3 |
MWA
Marshall Wace Asia
Central,
Hong Kong
|
-$123M |
| 4 |
Janus Henderson Group
London,
|
-$102M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$99.5M |
MSCI Hedge Fund Activity: Q2 2020 in Review
653 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in MSCI (MSCI) for Q2 2020, worth a combined $25.5B — up 14% from $22.4B a quarter earlier.
Buyers outnumbered sellers: 100 funds opened new MSCI positions and 48 closed out — a net gain of 52 holders — while 240 added to existing stakes and 248 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $180M. The largest seller was 1832 Asset Management, exiting entirely with an estimated $199M sold.
- 653 institutional investors held MSCI (MSCI) as of Q2 2020, up from 608 in Q1 2020.
- Funds reported $25.5B of MSCI stock for Q2 2020, up 14% quarter-over-quarter.
- 100 funds opened new MSCI positions in Q2 2020 and 48 closed out, a net change of +52 holders.
- The largest MSCI buyer in Q2 2020 was Fidelity Investments, an estimated $180M added.
- The largest MSCI seller in Q2 2020 was 1832 Asset Management, an estimated $199M sold.
Based on aggregated 13F filings for Q2 2020.