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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
24.12%
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 %
Principal Financial Group
51
Principal Financial Group
Iowa
$282M 4,117,183 +362,192 +10%
SC
52
Samlyn Capital
New York
$267M 3,894,504 +2,130,350 +121%
AllianceBernstein
53
AllianceBernstein
Tennessee
$249M 3,634,671 -360,930 -9%
EIP
54
Epoch Investment Partners
New York
$236M 3,445,977 +1,101,041 +47%
California Public Employees Retirement System
55
California Public Employees Retirement System
California
$229M 3,337,856 +689,935 +26%
MWA
56
Marshall Wace Asia
Hong Kong
$220M 3,212,860 -1,288,472 -29%
Schroder Investment Management Group
57
Schroder Investment Management Group
United Kingdom
$207M 3,015,695 +332,520 +12%
Prudential Financial
58
Prudential Financial
New Jersey
$205M 2,985,035 +1,455,050 +95%
Citigroup
59
Citigroup
New York
$204M 2,972,573 -162,792 -5%
EVM
60
Eaton Vance Management
Massachusetts
$201M 2,935,877 +685 +0%
EC
61
Eminence Capital
New York
$196M 2,859,695 -85,161 -3%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$187M 2,734,113 +394,133 +17%
Nordea Investment Management
63
Nordea Investment Management
Sweden
$187M 2,723,969 +333,132 +14%
Canada Life
64
Canada Life
Manitoba, Canada
$185M 2,703,652 +616,824 +30%
Deutsche Bank
65
Deutsche Bank
Germany
$180M 2,623,862 +299,626 +13%
RhumbLine Advisers
66
RhumbLine Advisers
Massachusetts
$176M 2,561,403 +397,537 +18%
Lord, Abbett & Co
67
Lord, Abbett & Co
New Jersey
$172M 2,514,936 +1,206,436 +92%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$169M 2,464,818 +575,569 +30%
FI
69
Focused Investors
California
$166M 2,417,200 -7,900 -0.3%
CS
70
Credit Suisse
Switzerland
$165M 2,408,174 -26,475 -1%
SCCM
71
Schafer Cullen Capital Management
New York
$161M 2,352,607 -256,737 -10%
Ninety One (UK)
72
Ninety One (UK)
United Kingdom
$159M 2,315,499 -209,527 -8%
Select Equity Group
73
Select Equity Group
New York
$155M 2,258,049 +2,258,049 New
Ensign Peak Advisors
74
Ensign Peak Advisors
Utah
$153M 2,239,512 +504,029 +29%
Russell Investments Group
75
Russell Investments Group
United Kingdom
$149M 2,176,337 +276,492 +15%
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