Ohio Public Employees Retirement System (OPERS)’s Morgan Stanley India Investment Fund IIF Stock Holding History

Ohio Public Employees Retirement System (OPERS)’s Portfolio IIF Stock Details IIF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.52M	Sell	73,672 -125,835	-63%	-$2.93M	﹤0.01%	1173
2025 Q4	$4.98M	Hold	199,507	–	–	0.02%	712
2025 Q3	$5.26M	Buy	199,507 +15,543	+8%	+$423K	0.02%	683
2025 Q2	$5.19M	Buy	183,964 +16,021	+10%	+$419K	0.02%	666
2025 Q1	$4.1M	Buy	+167,943	New	+$4.05M	0.01%	739
2024 Q4	–	Sell	-167,943	Closed	-$5.05M	–	2386
2024 Q3	$5.05M	Buy	+167,943	New	+$4.64M	0.02%	666

Other funds holding IIF

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

ACM

Altium Capital Management New York $42M AUM

Ohio Public Employees Retirement System (OPERS)'s IIF Position: Q1 2026 in Review

Ohio Public Employees Retirement System (OPERS) reduced its Morgan Stanley India Investment Fund (IIF) stake by 63% in Q1 2026, selling an estimated $2.93M and leaving 73,672 shares worth $1.52M. The position accounts for ﹤0.01% of the portfolio, ranked #1173.

Ohio Public Employees Retirement System (OPERS) first reported a position in IIF in Q3 2024 and has held it in 6 quarters since. The position peaked at $5.26M in Q3 2025. 40 funds tracked by Wall St. Rank hold IIF as of Q1 2026.

Ohio Public Employees Retirement System (OPERS) held 73,672 shares of Morgan Stanley India Investment Fund worth $1.52M as of Q1 2026.
Ohio Public Employees Retirement System (OPERS) sold 125,835 Morgan Stanley India Investment Fund shares in Q1 2026, an estimated $2.93M.
Morgan Stanley India Investment Fund made up ﹤0.01% of Ohio Public Employees Retirement System (OPERS)'s portfolio in Q1 2026, its #1173 holding.
Ohio Public Employees Retirement System (OPERS) first reported a position in Morgan Stanley India Investment Fund in Q3 2024 and has held it in 6 quarters since.
Ohio Public Employees Retirement System (OPERS)'s Morgan Stanley India Investment Fund position peaked at $5.26M in Q3 2025.
40 funds tracked by Wall St. Rank held Morgan Stanley India Investment Fund as of Q1 2026.

Based on Ohio Public Employees Retirement System (OPERS)'s 13F filing for Q1 2026, filed 14 May 2026.