MSCI icon

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 %
OI
276
Oakbrook Investments
Illinois
$1.62M +$297K +1,675 +22%
TAMH
277
Taikang Asset Management (HK)
Hong Kong
$1.57M – – –
BCM
278
BlueCrest Capital Management
Jersey
$1.55M +$216K +1,216 +16%
QT
279
Quantbot Technologies
New York
$1.47M +$1.47M +8,314 New
TAF
280
Tredje AP-fonden
Sweden
$1.45M +$666K +3,751 +85%
NMERB
281
New Mexico Educational Retirement Board
New Mexico
$1.4M -$124K -700 -8%
SMG
282
Spectrum Management Group
Indiana
$1.38M -$5.32K -30 -0.4%
NAM
283
Nissay Asset Management
Japan
$1.35M +$27.5K +155 +2%
UH
284
Unigestion Holding
Switzerland
$1.34M +$367K +2,069 +38%
COPPSERS
285
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.29M -$360K -2,029 -22%
PIA
286
Piedmont Investment Advisors
North Carolina
$1.28M +$1.1M +6,184 +614%
SAM
287
Shell Asset Management
Netherlands
$1.23M +$192K +1,085 +19%
PNC Financial Services Group
288
PNC Financial Services Group
Pennsylvania
$1.2M -$5.15K -29 -0.4%
CS
289
Candriam SCA
Luxembourg
$1.19M +$1.19M +6,716 New
GG
290
Gofen & Glossberg
Illinois
$1.17M – – –
NAM
291
NorthCoast Asset Management
Connecticut
$1.15M +$1.15M +6,503 New
MML Investors Services
292
MML Investors Services
Massachusetts
$1.13M +$238K +1,344 +27%
NB
293
Norinchukin Bank
Japan
$1.12M +$131K +738 +13%
Federated Hermes
294
Federated Hermes
Pennsylvania
$1.11M -$158K -889 -12%
WAM
295
World Asset Management
Michigan
$1.09M -$15.4K -87 -1%
SMDAM
296
Sumitomo Mitsui DS Asset Management
Japan
$1.09M – – –
AWE
297
Avidian Wealth Enterprises
Texas
$1.09M +$21.5K +121 +2%
SIM
298
Sentry Investment Management
Wisconsin
$1.05M – – –
M&T Bank
299
M&T Bank
New York
$1.05M +$3.01K +17 +0.3%
SSWM
300
Sheets Smith Wealth Management
North Carolina
$1.04M +$16.7K +94 +2%
10 11
12
13 14