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MSCI
MSCI

Overview Fund Activity

507 hedge funds and large institutions have $14.6B invested in MSCI in 2018 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 198 increasing their positions, 189 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
+28
Holders Change %
+5.85%
% of All Funds
11.61%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.25%
New
62
Increased
198
Reduced
189
Closed
30
Calls
$15.5M
Puts
$15.3M
Net Calls
+$168K
Net Calls Change
-$1.6M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$274M
2
Franklin Resources
Franklin Resources
California
$225M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$257M
4
EAM
Eagle Asset Management
Florida
$62.1M
5
CTA
Carillon Tower Advisers
Florida
$47.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.42B
2
FPP
Findlay Park Partners
United Kingdom
$112M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$190M
4
OSAM
O'Shaughnessy Asset Management
Connecticut
$8K
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$22.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
IEFM
226
IQ EQ Fund Management
Ireland
$2.73M -$203K -1,100 -7%
TG
227
TCW Group
California
$2.64M -$4.06M -22,900 -61%
PMG
228
ProVise Management Group
Florida
$2.55M -$159K -895 -6%
SO
229
STRS Ohio
Ohio
$2.54M -$45.9K -259 -2%
DF
230
Donoghue Forlines
Massachusetts
$2.53M +$2.53M +14,270 New
MSL
231
Mackay Shields LLC
New York
$2.51M -$42.6K -240 -2%
CGH
232
Crossmark Global Holdings
Texas
$2.51M +$6.74K +38 +0.3%
MSV
233
MN Services Vermogensbeheer
Netherlands
$2.49M – – –
ZIM
234
Zacks Investment Management
Illinois
$2.48M -$4.96M -27,951 -67%
BF
235
BOK Financial
Oklahoma
$2.43M +$254K +1,431 +12%
HIMCH
236
Hartford Investment Management Co (HIMCO)
Connecticut
$2.41M -$117K -658 -5%
WEC
237
White Elm Capital
Connecticut
$2.41M – – –
Mitsubishi UFJ Asset Management
238
Mitsubishi UFJ Asset Management
Japan
$2.38M +$97.9K +552 +4%
NIPH
239
NN Investment Partners Holdings
Netherlands
$2.38M – – –
ZIG
240
Zurich Insurance Group
Switzerland
$2.37M -$4.38M -24,658 -65%
AB
241
Amalgamated Bank
New York
$2.35M -$91.2K -514 -4%
BWP
242
Baldwin Wealth Partners
Massachusetts
$2.33M +$68.3K +385 +3%
SCP
243
Syntal Capital Partners
Texas
$2.3M +$121K +685 +6%
Skandinaviska Enskilda Banken (SEB)
244
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.26M -$17.7K -100 -0.8%
SFM
245
Soros Fund Management
New York
$2.23M -$4.39M -24,746 -66%
MSA
246
Mason Street Advisors
Wisconsin
$2.22M -$355 -2 -0%
IA
247
Icon Advisers
Colorado
$2.2M +$1.15M +6,500 +110%
CIBC World Market
248
CIBC World Market
Ontario, Canada
$2.19M +$719K +4,053 +49%
Wolverine Trading
249
Wolverine Trading
Illinois
$2.14M +$1.69M +9,519 +374%
BC
250
Brinker Capital
Pennsylvania
$2.13M -$63.9K -360 -3%
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