MSCI icon

MSCI
MSCI

Overview Fund Activity

606 hedge funds and large institutions have $20B invested in MSCI in 2019 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 211 increasing their positions, 211 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
+58
Holders Change %
+10.58%
% of All Funds
11.97%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
102
Increased
211
Reduced
211
Closed
35
Calls
$42.4M
Puts
$105M
Net Calls
-$62.2M
Net Calls Change
+$107M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$188M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$646M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$48.8M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$92.1M
5
Victory Capital Management
Victory Capital Management
Texas
$129M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$263M
2
DCP
DSM Capital Partners
Florida
$0
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$852M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$246M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$153M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPSF
226
Texas Permanent School Fund
Texas
$3.87M -$204K -789 -5%
CB
227
Commerce Bank
Missouri
$3.86M -$67.7K -262 -2%
Truist Financial
228
Truist Financial
North Carolina
$3.84M +$3.84M +14,860 New
BF
229
BOK Financial
Oklahoma
$3.82M -$120K -463 -3%
AG
230
Advisor Group
Arizona
$3.82M +$342K +1,323 +10%
QT
231
Quantbot Technologies
New York
$3.74M +$2.57M +9,951 +220%
AB
232
Amalgamated Bank
New York
$3.66M +$117K +455 +3%
PFM
233
Patton Fund Management
Texas
$3.6M +$16K +62 +0.4%
SIM
234
Spark Investment Management
New York
$3.56M -$2.19M -8,500 -38%
Rafferty Asset Management
235
Rafferty Asset Management
New York
$3.51M +$300K +1,163 +9%
PMAM
236
Picton Mahoney Asset Management
Ontario, Canada
$3.46M -$6.08M -23,540 -64%
MSL
237
Mackay Shields LLC
New York
$3.38M -$223K -865 -6%
Luther King Capital Management (LKCM)
238
Luther King Capital Management (LKCM)
Texas
$3.35M -$5.16K -20 -0.2%
BNP Paribas Asset Management
239
BNP Paribas Asset Management
France
$3.31M -$1.63M -6,333 -33%
TPCW
240
TD Private Client Wealth
New York
$3.24M +$3.24M +12,533 New
RI
241
Redwood Investments
Massachusetts
$3.22M +$795K +3,078 +33%
LCM
242
Logan Capital Management
Pennsylvania
$3.18M -$13.7K -53 -0.4%
CIC
243
Chase Investment Counsel
Virginia
$3.15M +$1.69M +6,544 +116%
MSA
244
Mason Street Advisors
Wisconsin
$3.12M +$4.91K +19 +0.2%
LG
245
Leuthold Group
Minnesota
$3.09M -$120K -464 -4%
BS
246
Banco Santander
Spain
$3.08M -$664K -2,570 -18%
Ensign Peak Advisors
247
Ensign Peak Advisors
Utah
$3.07M +$3.07M +11,900 New
Brown Advisory
248
Brown Advisory
Maryland
$3.04M – – –
ANTB
249
AMG National Trust Bank
Colorado
$3.04M – – –
SI
250
Stephens Inc
Arkansas
$2.99M -$68.7K -266 -2%
8 9
10
11 12