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MSCI
MSCI

Overview Fund Activity

361 hedge funds and large institutions have $9.87B invested in MSCI in 2017 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 133 increasing their positions, 129 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
+20
Holders Change %
+5.87%
% of All Funds
9.01%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.25%
New
51
Increased
133
Reduced
129
Closed
26
Calls
$5.86M
Puts
$6.85M
Net Calls
-$992K
Net Calls Change
-$730K

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$122M
2
Millennium Management
Millennium Management
New York
$63.9M
3
Renaissance Technologies
Renaissance Technologies
New York
$50.8M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$60.5M
5
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$34.3M

Top Sellers

1
DCP
Darsana Capital Partners
New York
$22.2M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$563M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$983M
4
Morgan Stanley
Morgan Stanley
New York
$311M
5
GT
Glenmede Trust
Pennsylvania
$166K
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
326
Barrett Asset Management
New York
$58K – – –
BTIS
327
BB&T Investment Services
North Carolina
$57K +$20.7K +172 +57%
SGAM
328
Smith Group Asset Management
Texas
$53K -$3.53K -30 -6%
Bessemer Group
329
Bessemer Group
New Jersey
$35K -$2.72M -22,988 -99%
PCP
330
Proficio Capital Partners
Massachusetts
$27K – – –
Northwestern Mutual Wealth Management
331
Northwestern Mutual Wealth Management
Wisconsin
$22K -$3.69K -31 -14%
AssetMark Inc
332
AssetMark Inc
California
$22K +$16.8K +142 +323%
PA
333
Parallel Advisors
California
$20K -$764 -6 -4%
MAM
334
Meeder Asset Management
Ohio
$19K +$19K +159 New
SIAS
335
Shine Investment Advisory Services
Colorado
$17K +$17K +143 New
MWM
336
MinichMacGregor Wealth Management
New York
$16K – – –
CBT
337
Capital Bank & Trust
California
$15K – – –
GAM
338
Gemmer Asset Management
California
$14K – – –
CJA
339
C-J Advisory
California
$13K – – –
CBOA
340
Commonwealth Bank of Australia
Australia
$11K -$88K -800 -89%
VCM
341
Versant Capital Management
Arizona
$11K – – –
QCG
342
Quadrant Capital Group
Ohio
$11K +$3.06K +32 +39%
BGIM
343
Brandywine Global Investment Management
Pennsylvania
$9K – – –
WAM
344
Wealthspire Advisors (Maryland)
Maryland
$8K -$1.92K -17 -19%
GRP
345
Global Retirement Partners
California
$8K – – –
WCBA
346
Weaver C. Barksdale & Associates
Tennessee
$7K – – –
CHP
347
Cable Hill Partners
Oregon
$7K – – –
PFGIA
348
Patriot Financial Group Insurance Agency
Massachusetts
$7K – – –
SPIA
349
Steward Partners Investment Advisory
New York
$7K – – –
HWP
350
Hefty Wealth Partners
Indiana
$5K – – –
12 13
14
15 16