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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 %
EP
351
Elkfork Partners
Oregon
$593K +$39K +220 +7%
WCM
352
Weatherstone Capital Management
Colorado
$575K -$21.3K -120 -4%
SSP
353
Sapphire Star Partners
Washington
$530K – – –
NA
354
Navellier & Associates
Nevada
$527K – – –
BL
355
BFSG LLC
California
$518K +$11.4K +64 +2%
AGA
356
Accuvest Global Advisors
Utah
$517K +$74.7K +421 +17%
QAM
357
Quantres Asset Management
Cayman Islands
$497K +$35.5K +200 +8%
PCM
358
Penserra Capital Management
California
$495K -$211K -1,192 -30%
BRWA
359
B. Riley Wealth Advisors
Florida
$489K – – –
APA
360
American Portfolios Advisors
New York
$466K +$201K +1,132 +76%
Caisse de Depot et Placement du Quebec (CDPQ)
361
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$461K -$17.7K -100 -4%
TAM
362
Tyers Asset Management
Texas
$431K +$28.4K +160 +7%
MSE
363
MUFG Securities EMEA
United Kingdom
$427K +$409K +2,308 +2,308%
WEC
364
Winslow Evans & Crocker
Massachusetts
$422K +$31.3K +176 +8%
NIMI
365
Natixis Investment Managers International
France
$421K -$659K -3,717 -61%
Walleye Trading
366
Walleye Trading
New York
$421K +$96.2K +542 +30%
TCM
367
Teza Capital Management
Illinois
$419K -$655K -3,693 -61%
CC
368
ClearArc Capital
Ohio
$408K +$1.24K +7 +0.3%
LNWWM
369
Laird Norton Wetherby Wealth Management
California
$406K +$37.5K +212 +10%
CI
370
Cigna Investments
Connecticut
$405K -$21.1K -140 -5%
SFS
371
Sowell Financial Services
Arkansas
$398K +$398K +2,242 New
CG
372
Cutler Group
California
$396K +$293K +1,653 +285%
IR
373
Invictus RG
Bermuda
$384K +$384K +2,164 New
CGT
374
Capital Guardian Trust
California
$380K -$1.6M -9,036 -81%
PA
375
Profund Advisors
Maryland
$377K +$10.1K +57 +3%
13 14
15
16 17