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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 %
FCAS
1351
First Command Advisory Services
Texas
$1K 18 – –
FGAM
1352
Financial Gravity Asset Management
Texas
$1K 14 +14 New
FWM
1353
ForthRight Wealth Management
Georgia
$1K 15 +15 New
DOA
1354
D'Orazio & Associates
Virginia
$1K 15 +15 New
CWP
1355
Concord Wealth Partners
Virginia
$1K 15 +15 New
IA
1356
Inspire Advisors
Idaho
$1K 19 +19 New
BSSFA
1357
Baron Silver Stevens Financial Advisors
Florida
$1K 28 +28 New
MGIM
1358
M&G Investment Management
United Kingdom
$333 4,829 -11,051 -70%
TI
1359
tru Independence
Oregon
$2 23 +23 New
Capstone Investment Advisors
1360
Capstone Investment Advisors
New York
– – -1,006,772 Closed
Two Sigma Investments
1361
Two Sigma Investments
New York
– – -926,589 Closed
EC
1362
EJF Capital
Virginia
– – -600,000 Closed
Arrowstreet Capital
1363
Arrowstreet Capital
Massachusetts
– – -490,300 Closed
GC
1364
Gillson Capital
Illinois
– – -415,693 Closed
Voloridge Investment Management
1365
Voloridge Investment Management
Florida
– – -408,560 Closed
LCM
1366
Laurion Capital Management
New York
– – -407,382 Closed
Holocene Advisors
1367
Holocene Advisors
New York
– – -383,732 Closed
Qube Research & Technologies (QRT)
1368
Qube Research & Technologies (QRT)
United Kingdom
– – -318,868 Closed
PCM
1369
Prana Capital Management
Connecticut
– – -241,946 Closed
Two Sigma Advisers
1370
Two Sigma Advisers
New York
– – -201,600 Closed
DA
1371
Duality Advisers
Florida
– – -190,420 Closed
Connor, Clark & Lunn Investment Management (CC&L)
1372
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– – -186,639 Closed
TI
1373
Trexquant Investment
Connecticut
– – -149,109 Closed
PE
1374
Point72 Europe
United Kingdom
– – -138,000 Closed
SCM
1375
Springhouse Capital Management
Connecticut
– – -105,801 Closed
53 54
55
56 57