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Morgan Stanley
MS

Overview Fund Activity

1,359 hedge funds and large institutions have $110B invested in Morgan Stanley in 2020 Q4 according to their latest regulatory filings, with 313 funds opening new positions, 598 increasing their positions, 319 reducing their positions, and 81 closing their positions.

Holders
1,359
Holders Change
+219
Holders Change %
+19.21%
% of All Funds
24.11%
Holding in Top 10
56
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+69.7%
% of All Funds
0.99%
New
313
Increased
598
Reduced
319
Closed
81
Calls
$2.55B
Puts
$3.23B
Net Calls
-$676M
Net Calls Change
-$247M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.05B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$7.92B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.47B
4
BlackRock
4
BlackRock
New York
$7.51B
5
Primecap Management
5
Primecap Management
California
$827M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$131M
2
VH
2
ValueAct Holdings
California
$568M
3
Invesco
3
Invesco
Georgia
$1.02B
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$86.2M
5
EIP
5
Easterly Investment Partners
Massachusetts
$30.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Fisher Asset Management
26
Fisher Asset Management
Washington
$635M 9,270,283 +392,165 +4%
Legal & General Group
27
Legal & General Group
United Kingdom
$618M 9,012,929 +1,110,125 +14%
Fidelity International
28
Fidelity International
Bermuda
$609M 8,891,360 +1,414,257 +19%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$596M 8,689,846 +863,576 +11%
VH
30
ValueAct Holdings
California
$568M 8,283,722 -3,216,278 -28%
GQG Partners
31
GQG Partners
Florida
$504M 7,350,770 +7,350,770 New
UBS AM
32
UBS AM
Illinois
$458M 6,688,019 +2,203,174 +49%
Charles Schwab
33
Charles Schwab
California
$451M 6,582,651 +1,175,422 +22%
Goldman Sachs
34
Goldman Sachs
New York
$443M 6,469,666 +255,659 +4%
Barclays
35
Barclays
United Kingdom
$420M 6,131,772 -1,005,901 -14%
Capital World Investors
36
Capital World Investors
California
$404M 5,897,798 +11,796 +0.2%
PPA
37
Parametric Portfolio Associates
Washington
$400M 5,837,555 +942,717 +19%
LSV Asset Management
38
LSV Asset Management
Illinois
$399M 5,826,612 -292,719 -5%
1832 Asset Management
39
1832 Asset Management
Ontario, Canada
$389M 5,716,780 +5,716,550 +2,485,457%
UBS Group
40
UBS Group
Switzerland
$381M 5,558,595 +192,317 +4%
TD Asset Management
41
TD Asset Management
Ontario, Canada
$354M 5,166,727 +1,931,556 +60%
WRF
42
Waddell & Reed Financial
Kansas
$346M 5,054,558 +352,709 +8%
Pzena Investment Management
43
Pzena Investment Management
New York
$341M 4,982,037 -1,196,289 -19%
Wells Fargo
44
Wells Fargo
California
$339M 4,941,603 +776,380 +19%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$324M 4,726,060 +11,866 +0.3%
AAMU
46
Amundi Asset Management US
Massachusetts
$318M 4,636,078 -12,022 -0.3%
Allianz Asset Management
47
Allianz Asset Management
Germany
$314M 4,587,500 +349,257 +8%
Diamond Hill Capital Management
48
Diamond Hill Capital Management
Ohio
$304M 4,438,303 -17,180 -0.4%
Massachusetts Financial Services
49
Massachusetts Financial Services
Massachusetts
$295M 4,310,008 +3,697,167 +603%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$285M 4,164,047 +79,128 +2%
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