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MSCI
MSCI

Overview Fund Activity

759 hedge funds and large institutions have $33.5B invested in MSCI in 2020 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 292 increasing their positions, 251 reducing their positions, and 56 closing their positions.

Holders
759
Holders Change
+77
Holders Change %
+11.29%
% of All Funds
13.47%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.28%
New
138
Increased
292
Reduced
251
Closed
56
Calls
$148M
Puts
$125M
Net Calls
+$23.2M
Net Calls Change
-$49.4M

Top Buyers

1
SGA
1
Sustainable Growth Advisers
Connecticut
$216M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.65B
3
DZ Bank
3
DZ Bank
Germany
$271M
4
CTA
4
Carillon Tower Advisers
Florida
$150M
5
Swedbank
5
Swedbank
Sweden
$133M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.32B
2
BlackRock
2
BlackRock
New York
$2.86B
3
SM
3
SCGE Management
California
$0
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.86B
5
JCM
5
Junto Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.86B 8,634,755 -264,974 -3%
BlackRock
2
BlackRock
New York
$2.86B 6,410,861 -381,781 -6%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.65B 3,696,137 +359,793 +11%
State Street
4
State Street
Massachusetts
$1.58B 3,533,182 -65,517 -2%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.32B 2,964,180 -1,096,999 -27%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$1.3B 2,906,888 +102,667 +4%
Fiera Capital (Canada)
7
Fiera Capital (Canada)
Quebec, Canada
$1.22B 2,742,164 -162,262 -6%
BAMCO Inc
8
BAMCO Inc
New York
$995M 2,228,502 -26,860 -1%
Polen Capital Management
9
Polen Capital Management
Florida
$813M 1,821,485 +17,466 +1%
American Century Companies
10
American Century Companies
Missouri
$719M 1,610,126 +56,151 +4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$606M 1,359,113 -7,645 -0.6%
Capital International Investors
12
Capital International Investors
California
$593M 1,329,335 +27,965 +2%
Franklin Resources
13
Franklin Resources
California
$579M 1,297,715 -48,854 -4%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$443M 991,603 -23,218 -2%
Northern Trust
15
Northern Trust
Illinois
$421M 942,115 -35,925 -4%
Norges Bank
16
Norges Bank
Norway
$351M 786,189 +4,830 +0.6%
Kayne Anderson Rudnick Investment Management
17
Kayne Anderson Rudnick Investment Management
California
$350M 784,105 +101,766 +15%
Ameriprise
18
Ameriprise
Minnesota
$332M 745,121 -79,789 -10%
Principal Financial Group
19
Principal Financial Group
Iowa
$332M 743,428 -14,545 -2%
DCP
20
Durable Capital Partners
Maryland
$314M 703,957 +70,645 +11%
Invesco
21
Invesco
Georgia
$301M 674,187 -27,861 -4%
Bank of America
22
Bank of America
North Carolina
$288M 644,037 -85,503 -12%
WCM Investment Management
23
WCM Investment Management
California
$277M 621,252 +87,517 +16%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$276M 618,142 -4,284 -0.7%
DZ Bank
25
DZ Bank
Germany
$271M 619,832 +364,881 +143%
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