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MSCI
MSCI

Overview Fund Activity

321 hedge funds and large institutions have $7.1B invested in MSCI in 2016 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 121 increasing their positions, 118 reducing their positions, and 22 closing their positions.

Holders
321
Holders Change
+17
Holders Change %
+5.59%
% of All Funds
8.58%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
41
Increased
121
Reduced
118
Closed
22
Calls
$873K
Puts
$311K
Net Calls
+$562K
Net Calls Change
+$5.06M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$972M
2
American Century Companies
2
American Century Companies
Missouri
$91.5M
3
EA
3
Emerald Acquisition
Washington
$56M
4
Macquarie Group
4
Macquarie Group
Australia
$141M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$46.7M

Top Sellers

1
VH
1
ValueAct Holdings
California
$100M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$313M
3
GIM
3
Generation Investment Management
United Kingdom
$0
4
IFP
4
Independent Franchise Partners
United Kingdom
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$148M
Name Market Value Shares Shares
Change 		Shares
Change %
GAM
301
Gemmer Asset Management
California
$10K 124 – –
TWA
302
TCI Wealth Advisors
Arizona
$10K 124 +33 +36%
PCM
303
Penserra Capital Management
California
$10K 135 +45 +50%
BWP
304
Baldwin Wealth Partners
Massachusetts
$8K 100 – –
VCM
305
Versant Capital Management
Arizona
$8K 107 +6 +6%
WCBA
306
Weaver C. Barksdale & Associates
Tennessee
$6K 82 -33,678 -100%
GI
307
Gradient Investments
Minnesota
$6K 72 – –
BGIM
308
Brandywine Global Investment Management
Pennsylvania
$5K 55 +55 New
MFS
309
MSI Financial Services
Massachusetts
$4K 48 – –
PCP
310
Proficio Capital Partners
Massachusetts
$4K 44 +17 +63%
S
311
SignatureFD
Georgia
$3K 37 -10 -21%
CFA
312
Carroll Financial Associates
North Carolina
$3K 47 – –
HWP
313
Hefty Wealth Partners
Indiana
$3K 42 – –
WA
314
Winfield Associates
Ohio
$2K 20 – –
TFO
315
Tarbox Family Office
California
$2K 21 – –
QI
316
QS Investors
New York
$1K 8 -58,205 -100%
TIM
317
Tortoise Investment Management
New York
$1K 18 – –
QCG
318
Quadrant Capital Group
Ohio
$1K 24 +24 New
CA
319
Commerzbank Aktiengesellschaft
Germany
$480 6,226 -1,987 -24%
GIM
320
Generation Investment Management
United Kingdom
– – -2,051,330 Closed
IFP
321
Independent Franchise Partners
United Kingdom
– – -1,594,259 Closed
WI
322
WBI Investments
New Jersey
– – -129,696 Closed
Two Sigma Investments
323
Two Sigma Investments
New York
– – -111,361 Closed
NC
324
Northpointe Capital
Michigan
– – -40,529 Closed
Voloridge Investment Management
325
Voloridge Investment Management
Florida
– – -19,479 Closed
10 11 12
13
14