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MSCI
MSCI

Overview Fund Activity

682 hedge funds and large institutions have $26.6B invested in MSCI in 2020 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 228 increasing their positions, 287 reducing their positions, and 54 closing their positions.

Holders
682
Holders Change
+31
Holders Change %
+4.76%
% of All Funds
13.8%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.2%
New
89
Increased
228
Reduced
287
Closed
54
Calls
$166M
Puts
$93.8M
Net Calls
+$72.5M
Net Calls Change
+$80.8M

Top Buyers

1
MCM
1
Melvin Capital Management
New York
$134M
2
Capital International Investors
2
Capital International Investors
California
$464M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$1B
4
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$243M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$134M

Top Sellers

1
CWG
1
C WorldWide Group
Denmark
$2.4M
2
Polen Capital Management
2
Polen Capital Management
Florida
$644M
3
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$1.04B
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.18B
5
CTA
5
Carillon Tower Advisers
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.18B 8,899,729 -327,768 -4%
BlackRock
2
BlackRock
New York
$2.42B 6,792,642 +64,278 +1%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1.45B 4,061,179 -90,539 -2%
State Street
4
State Street
Massachusetts
$1.28B 3,598,699 -85,539 -2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.19B 3,336,344 -192,608 -5%
Fiera Capital (Canada)
6
Fiera Capital (Canada)
Quebec, Canada
$1.04B 2,904,426 -371,255 -11%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$1B 2,804,221 +112,291 +4%
BAMCO Inc
8
BAMCO Inc
New York
$805M 2,255,362 -34,713 -2%
Polen Capital Management
9
Polen Capital Management
Florida
$644M 1,804,019 -587,140 -25%
American Century Companies
10
American Century Companies
Missouri
$554M 1,553,975 -142,720 -8%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$487M 1,366,758 -12,118 -0.9%
Franklin Resources
12
Franklin Resources
California
$480M 1,346,569 +12,518 +0.9%
Capital International Investors
13
Capital International Investors
California
$464M 1,301,370 +308,151 +31%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$361M 1,014,821 +65,110 +7%
Northern Trust
15
Northern Trust
Illinois
$349M 978,040 -79,972 -8%
Ameriprise
16
Ameriprise
Minnesota
$294M 824,910 -37,614 -4%
Norges Bank
17
Norges Bank
Norway
$279M 781,359 -2,680 -0.3%
Principal Financial Group
18
Principal Financial Group
Iowa
$270M 757,973 -29,447 -4%
Bank of America
19
Bank of America
North Carolina
$260M 729,540 +14,985 +2%
Winslow Capital Management
20
Winslow Capital Management
Minnesota
$253M 709,217 -25,078 -3%
Invesco
21
Invesco
Georgia
$250M 702,048 +19,627 +3%
Kayne Anderson Rudnick Investment Management
22
Kayne Anderson Rudnick Investment Management
California
$243M 682,339 +107,073 +19%
DCP
23
Durable Capital Partners
Maryland
$226M 633,312 -43,670 -6%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$222M 622,426 +12,652 +2%
AllianceBernstein
25
AllianceBernstein
Tennessee
$204M 570,738 +1,582 +0.3%
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