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Morgan Stanley
MS

Overview Fund Activity

1,099 hedge funds and large institutions have $68.5B invested in Morgan Stanley in 2020 Q2 according to their latest regulatory filings, with 189 funds opening new positions, 374 increasing their positions, 377 reducing their positions, and 109 closing their positions.

Holders
1,099
Holders Change
+70
Holders Change %
+6.8%
% of All Funds
22.59%
Holding in Top 10
36
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+80%
% of All Funds
0.74%
New
189
Increased
374
Reduced
377
Closed
109
Calls
$1.4B
Puts
$2.11B
Net Calls
-$712M
Net Calls Change
+$119M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$4.6B
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$409M
3
GA
3
Greenhaven Associates
New York
$459M
4
Goldman Sachs
4
Goldman Sachs
New York
$848M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$445M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$1.89M
2
WT
2
Wellcome Trust
United Kingdom
$0
3
Prudential Financial
3
Prudential Financial
New Jersey
$95.4M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$106M
5
Invesco
5
Invesco
Georgia
$922M
Name Market Value Shares Shares
Change 		Shares
Change %
New York State Teachers Retirement System (NYSTRS)
76
New York State Teachers Retirement System (NYSTRS)
New York
$89.2M 1,846,588 -146,174 -7%
PAM
77
Panagora Asset Management
Massachusetts
$88.3M 1,828,025 -107,882 -6%
Ninety One (UK)
78
Ninety One (UK)
United Kingdom
$86.2M 1,783,909 -124,905 -7%
EIP
79
Easterly Investment Partners
Massachusetts
$84.6M 1,751,809 -484,145 -22%
Korea Investment Corp
80
Korea Investment Corp
South Korea
$82.8M 1,715,261 -107,900 -6%
National Pension Service
81
National Pension Service
South Korea
$77.1M 1,596,530 -20,956 -1%
State Board of Administration of Florida Retirement System
82
State Board of Administration of Florida Retirement System
Florida
$74.8M 1,548,115 -55,888 -3%
Mackenzie Financial
83
Mackenzie Financial
Ontario, Canada
$73.8M 1,527,787 +441,988 +41%
Thrivent Financial for Lutherans
84
Thrivent Financial for Lutherans
Minnesota
$70.8M 1,468,383 +98,866 +7%
Envestnet Asset Management
85
Envestnet Asset Management
Illinois
$69.4M 1,437,825 +391,451 +37%
Retirement Systems of Alabama
86
Retirement Systems of Alabama
Alabama
$69.3M 1,435,515 -27 -0%
BGIM
87
Brandywine Global Investment Management
Pennsylvania
$68M 1,406,953 -10,735 -0.8%
FAM
88
Fred Alger Management
New York
$67M 1,386,231 -34,855 -2%
JIM
89
Jupiter Investment Management
United Kingdom
$66.9M 1,385,201 -479,383 -26%
CCMG
90
Clark Capital Management Group
Pennsylvania
$65.7M 1,361,061 +872,875 +179%
CB
91
Commerce Bank
Missouri
$65.6M 1,357,808 +50,879 +4%
PP
92
Prudential plc
United Kingdom
$63.9M 1,323,200 -995,950 -43%
FMI
93
Factory Mutual Insurance
Massachusetts
$63.6M 1,317,500 +102,400 +8%
RPI
94
Railway Pension Investments
United Kingdom
$62.7M 1,298,722 -172,400 -12%
Ensign Peak Advisors
95
Ensign Peak Advisors
Utah
$61.1M 1,265,676 +723,355 +133%
EWM
96
Evercore Wealth Management
New York
$60.3M 1,247,997 +36,485 +3%
State of Wisconsin Investment Board
97
State of Wisconsin Investment Board
Wisconsin
$58.3M 1,206,510 -28,321 -2%
Neuberger Berman Group
98
Neuberger Berman Group
New York
$57.9M 1,198,805 -73,399 -6%
AQR Capital Management
99
AQR Capital Management
Connecticut
$56.8M 1,199,189 -50,364 -4%
DLA
100
Douglas Lane & Associates
New York
$56.4M 1,168,715 -10,309 -0.9%
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4
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