MSCI icon

MSCI
MSCI

Overview Fund Activity

261 hedge funds and large institutions have $7.24B invested in MSCI in 2015 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 81 increasing their positions, 101 reducing their positions, and 26 closing their positions.

Holders
261
Holders Change
+25
Holders Change %
+10.59%
% of All Funds
6.85%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
52
Increased
81
Reduced
101
Closed
26
Calls
$2.27M
Puts
$1.32M
Net Calls
+$953K
Net Calls Change
+$3.2M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$249M
2
RFC
2
Russell Frank Company
Washington
$87.5M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$559M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$772M
5
Westfield Capital Management
5
Westfield Capital Management
Massachusetts
$51.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$209M
2
VH
2
ValueAct Holdings
California
$456M
3
IFP
3
Independent Franchise Partners
United Kingdom
$378M
4
JSP
4
Jackson Square Partners
California
$177M
5
SP
5
Stockbridge Partners
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LTFS
251
Ladenburg Thalmann Financial Services
Florida
$6K 89 +20 +29%
PCP
252
Proficio Capital Partners
Massachusetts
$5K 71 +71 New
FCCM
253
First City Capital Management
Georgia
$4.83K 67 +67 New
WCBA
254
Weaver C. Barksdale & Associates
Tennessee
$4K 62 -14 -18%
CFA
255
Carroll Financial Associates
North Carolina
$3K 47 – –
HWP
256
Hefty Wealth Partners
Indiana
$3K 42 +42 New
S
257
SignatureFD
Georgia
$3K 47 +47 New
TFO
258
Tarbox Family Office
California
$2K 21 – –
PIA
259
Piedmont Investment Advisors
North Carolina
$1.95K 27 -8 -23%
TIM
260
Tortoise Investment Management
New York
$1K 18 – –
MFS
261
MSI Financial Services
Massachusetts
$1K 13 +13 New
SP
262
Stockbridge Partners
Massachusetts
– – -576,198 Closed
SGAM
263
Smith Group Asset Management
Texas
– – -508,550 Closed
LP
264
LMR Partners
United Kingdom
– – -99,936 Closed
NCCM
265
Nine Chapters Capital Management
New Jersey
– – -53,100 Closed
WSTAM
266
Wilbanks Smith & Thomas Asset Management
Virginia
– – -40,180 Closed
PP
267
PDT Partners
New York
– – -35,940 Closed
SC
268
Sessa Capital
New York
– – -25,000 Closed
HS
269
HighVista Strategies
Massachusetts
– – -21,369 Closed
SCM
270
Segantii Capital Management
Hong Kong
– – -19,744 Closed
JG
271
Jefferies Group
New York
– – -11,075 Closed
QT
272
Quantbot Technologies
New York
– – -10,038 Closed
ARC
273
Absolute Return Capital
Massachusetts
– – -9,341 Closed
AIM
274
Ada Investment Management
New York
– – -8,341 Closed
GCA
275
Gideon Capital Advisors
New York
– – -8,296 Closed
8 9 10
11
12