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MSCI
MSCI

Overview Fund Activity

339 hedge funds and large institutions have $7.48B invested in MSCI in 2016 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 133 increasing their positions, 125 reducing their positions, and 24 closing their positions.

Holders
339
Holders Change
+18
Holders Change %
+5.61%
% of All Funds
9.06%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
45
Increased
133
Reduced
125
Closed
24
Calls
$1.44M
Puts
$873K
Net Calls
+$565K
Net Calls Change
+$3K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$240M
2
American Century Companies
2
American Century Companies
Missouri
$133M
3
BFA
3
BlackRock Fund Advisors
California
$299M
4
Ameriprise
4
Ameriprise
Minnesota
$41.7M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.08B

Top Sellers

1
VH
1
ValueAct Holdings
California
$0
2
Macquarie Group
2
Macquarie Group
Australia
$55M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$269M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$5.3M
5
JSP
5
Jackson Square Partners
California
$73.4M
Name Market Value Shares Shares
Change 		Shares
Change %
MFS
326
MSI Financial Services
Massachusetts
$4K 48 – –
PCP
327
Proficio Capital Partners
Massachusetts
$4K 45 +1 +2%
S
328
SignatureFD
Georgia
$3K 37 – –
HWP
329
Hefty Wealth Partners
Indiana
$3K 42 – –
ASN
330
Advisory Services Network
Georgia
$3K 31 +31 New
JFA
331
JNBA Financial Advisors
Minnesota
$3K 37 +37 New
WAM
332
Wealthspire Advisors (Maryland)
Maryland
$2K 21 -493 -96%
CFA
333
Carroll Financial Associates
North Carolina
$2K 29 -18 -38%
QCG
334
Quadrant Capital Group
Ohio
$2K 24 – –
WA
335
Winfield Associates
Ohio
$2K 20 – –
TFO
336
Tarbox Family Office
California
$2K 21 – –
QI
337
QS Investors
New York
$1K 8 – –
WTB
338
Washington Trust Bank
Washington
$1K 12 +12 New
VH
339
ValueAct Holdings
California
– – -1,300,900 Closed
JCM
340
Junto Capital Management
New York
– – -486,100 Closed
NAM
341
NorthCoast Asset Management
Connecticut
– – -216,673 Closed
AIM
342
Artemis Investment Management
United Kingdom
– – -67,377 Closed
ICRM
343
Insight Capital Research & Management
California
– – -37,186 Closed
BCM
344
Bridgeway Capital Management
Texas
– – -36,000 Closed
JIM
345
Jupiter Investment Management
United Kingdom
– – -29,988 Closed
DCM
346
Dupont Capital Management
Delaware
– – -14,000 Closed
HAG
347
HighPoint Advisor Group
Illinois
– – -13,186 Closed
CCMH
348
Cornerstone Capital Management Holdings
New York
– – -9,720 Closed
LPL Financial
349
LPL Financial
California
– – -6,796 Closed
BCM
350
BlueCrest Capital Management
Jersey
– – -4,595 Closed
11 12 13
14
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