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Morgan Stanley
MS

Overview Fund Activity

1,505 hedge funds and large institutions have $124B invested in Morgan Stanley in 2021 Q1 according to their latest regulatory filings, with 236 funds opening new positions, 631 increasing their positions, 461 reducing their positions, and 82 closing their positions.

Holders
1,505
Holders Change
+146
Holders Change %
+10.74%
% of All Funds
26.51%
Holding in Top 10
71
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+26.79%
% of All Funds
1.25%
New
236
Increased
631
Reduced
461
Closed
82
Calls
$1.83B
Puts
$2.84B
Net Calls
-$1B
Net Calls Change
-$326M

Top Buyers

1
State Street
1
State Street
Massachusetts
$10.3B
2
BlackRock
2
BlackRock
New York
$9.27B
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$1.04B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$3.47B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$9.4B

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$5.35B
2
VH
2
ValueAct Holdings
California
$0
3
GA
3
Greenhaven Associates
New York
$442M
4
Franklin Resources
4
Franklin Resources
California
$451M
5
Invesco
5
Invesco
Georgia
$954M
Name Market Value Shares Shares
Change 		Shares
Change %
EC
76
Eminence Capital
New York
$173M 2,233,104 -626,591 -22%
HIIFS
77
Harel Insurance Investments & Financial Services
Israel
$171M 2,173,058 +831,988 +62%
DekaBank Deutsche Girozentrale
78
DekaBank Deutsche Girozentrale
Germany
$165M 2,089,822 -46,758 -2%
HSBC Holdings
79
HSBC Holdings
United Kingdom
$164M 2,092,662 +39,358 +2%
Millennium Management
80
Millennium Management
New York
$161M 2,074,036 +46,795 +2%
AIM
81
Alphinity Investment Management
Australia
$157M 2,026,317 +904,428 +81%
Balyasny Asset Management
82
Balyasny Asset Management
Illinois
$157M 2,019,670 +1,021,351 +102%
Citadel Advisors
83
Citadel Advisors
Florida
$153M 1,970,765 +65,629 +3%
New York State Teachers Retirement System (NYSTRS)
84
New York State Teachers Retirement System (NYSTRS)
New York
$150M 1,925,914 -60,649 -3%
National Pension Service
85
National Pension Service
South Korea
$148M 1,903,660 +148,689 +8%
FAM
86
Fred Alger Management
New York
$143M 1,840,060 -43,468 -2%
First Trust Advisors
87
First Trust Advisors
Illinois
$138M 1,779,871 +1,463,738 +463%
State Board of Administration of Florida Retirement System
88
State Board of Administration of Florida Retirement System
Florida
$138M 1,775,731 -58,650 -3%
Fifth Third Bancorp
89
Fifth Third Bancorp
Ohio
$130M 1,679,666 +123,233 +8%
Westfield Capital Management
90
Westfield Capital Management
Massachusetts
$129M 1,666,712 +121,207 +8%
Adage Capital Partners
91
Adage Capital Partners
Massachusetts
$129M 1,666,634 +905,120 +119%
Russell Investments Group
92
Russell Investments Group
United Kingdom
$129M 1,664,765 -511,572 -24%
Canada Life
93
Canada Life
Manitoba, Canada
$129M 1,667,734 -1,035,918 -38%
Artisan Partners
94
Artisan Partners
Wisconsin
$128M 1,652,588 -305,613 -16%
CAM
95
Crake Asset Management
United Kingdom
$125M 1,613,274 +957,274 +146%
State of Wisconsin Investment Board
96
State of Wisconsin Investment Board
Wisconsin
$123M 1,588,268 +88,023 +6%
American Century Companies
97
American Century Companies
Missouri
$122M 1,575,684 +370,937 +31%
Mackenzie Financial
98
Mackenzie Financial
Ontario, Canada
$122M 1,573,654 -8,430 -0.5%
VNIM
99
Vaughan Nelson Investment Management
Texas
$121M 1,556,672 -197,384 -11%
Natixis Advisors
100
Natixis Advisors
Massachusetts
$119M 1,531,814 +97,774 +7%
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