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Morgan Stanley
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Overview Fund Activity

1,090 hedge funds and large institutions have $69.3B invested in Morgan Stanley in 2019 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 350 increasing their positions, 407 reducing their positions, and 78 closing their positions.

Holders
1,090
Holders Change
+77
Holders Change %
+7.6%
% of All Funds
21.52%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.39%
New
176
Increased
350
Reduced
407
Closed
78
Calls
$1.38B
Puts
$2.61B
Net Calls
-$1.23B
Net Calls Change
-$253M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$3.17B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$961M
3
Truist Financial
3
Truist Financial
North Carolina
$145M
4
WRF
4
Waddell & Reed Financial
Kansas
$98.6M
5
Fidelity International
5
Fidelity International
Bermuda
$346M

Top Sellers

1
VH
1
ValueAct Holdings
California
$767M
2
Mitsubishi UFJ Financial Group
2
Mitsubishi UFJ Financial Group
Japan
$19.6B
3
Norges Bank
3
Norges Bank
Norway
$676M
4
VRM
4
Vectors Research Management
New York
$28K
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$218M
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
151
Raymond James & Associates
Florida
$30.3M 592,049 +11,078 +2%
Nomura Holdings
152
Nomura Holdings
Japan
$29.9M 597,403 -357,345 -37%
LCP
153
LGT Capital Partners
Switzerland
$29.9M 584,270 -62,740 -10%
Bessemer Group
154
Bessemer Group
New Jersey
$29.2M 571,040 +15,044 +3%
BNP Paribas Asset Management
155
BNP Paribas Asset Management
France
$29.2M 570,651 +313,571 +122%
RCM
156
RNC Capital Management
California
$28.5M 557,925 +25,928 +5%
PI
157
PGGM Investments
Netherlands
$28M 547,838 +232,838 +74%
MCM
158
Maltese Capital Management
New York
$27.7M 542,400 -123,900 -19%
GI
159
GAMCO Investors
Connecticut
$27.7M 541,184 -63,520 -11%
CC
160
Carlson Capital
Texas
$27.4M 536,309 -1,082,291 -67%
Aviva
161
Aviva
United Kingdom
$27.3M 534,366 -11,294 -2%
PCIG
162
Partners Capital Investment Group
Massachusetts
$27.2M 531,449 +306,295 +136%
Treasurer of the State of North Carolina
163
Treasurer of the State of North Carolina
North Carolina
$26.6M 520,072 -5,620 -1%
Teacher Retirement System of Texas
164
Teacher Retirement System of Texas
Texas
$26.2M 511,850 +9,766 +2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
165
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$26.1M 510,142 +510,142 New
Federated Hermes
166
Federated Hermes
Pennsylvania
$25.9M 507,210 +55,669 +12%
Marshall Wace
167
Marshall Wace
United Kingdom
$24.4M 477,005 -327,304 -41%
Nisa Investment Advisors
168
Nisa Investment Advisors
Missouri
$24.3M 475,545 -283,450 -37%
NIPH
169
NN Investment Partners Holdings
Netherlands
$24.2M 472,441 +17,008 +4%
Royal London Asset Management
170
Royal London Asset Management
United Kingdom
$24M 470,823 -5,909 -1%
Wolverine Trading
171
Wolverine Trading
Illinois
$23.7M 464,652 +362,276 +354%
EARNEST Partners
172
EARNEST Partners
Georgia
$23.1M 452,055 -7,999 -2%
BNP Paribas Financial Markets
173
BNP Paribas Financial Markets
France
$22.9M 448,098 -785,394 -64%
CCP
174
Clough Capital Partners
Massachusetts
$21.5M 421,100 -2,400 -0.6%
Stifel Financial
175
Stifel Financial
Missouri
$21.4M 418,654 +56,491 +16%
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