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MSCI
MSCI

Overview Fund Activity

606 hedge funds and large institutions have $20B invested in MSCI in 2019 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 211 increasing their positions, 211 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
+58
Holders Change %
+10.58%
% of All Funds
11.97%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
102
Increased
211
Reduced
211
Closed
35
Calls
$42.4M
Puts
$105M
Net Calls
-$62.2M
Net Calls Change
+$107M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$167M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$52.9M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$48.8M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$48.4M
5
Victory Capital Management
Victory Capital Management
Texas
+$47.6M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$237M
2
DCP
DSM Capital Partners
Florida
-$110M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$80.7M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$67.4M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$63.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSWM
351
Sheets Smith Wealth Management
North Carolina
$894K -$25.1K -98 -3%
QT
352
Quantamental Technologies
New York
$889K +$862K +3,338 +3,179%
PRC
353
Pearl River Capital
Michigan
$889K +$885K +3,428 +22,853%
HAM
354
Highstreet Asset Management
Ontario, Canada
$874K +$442K +1,714 +102%
NMIMC
355
Northwestern Mutual Investment Management Company
Wisconsin
$850K +$17K +66 +2%
Wealthfront Advisers
356
Wealthfront Advisers
California
$850K +$345K +1,335 +68%
NA
357
NewEdge Advisors
Louisiana
$832K -$29.9K -116 -3%
TAF
358
Tredje AP-fonden
Sweden
$824K -$214K -830 -21%
DWA
359
Douglass Winthrop Advisors
New York
$803K +$201K +779 +33%
RA
360
Rational Advisors
New York
$803K +$336K +1,301 +72%
WMA
361
Wealth Management Associates
New Jersey
$803K – – –
MWM
362
MorganRosel Wealth Management
Colorado
$797K -$34.3K -133 -4%
HMS
363
Hanseatic Management Services
New Mexico
$758K – – –
SAM
364
Sompo Asset Management
Japan
$751K +$152K +590 +25%
CAAS
365
Capital Asset Advisory Services
Michigan
$735K +$735K +2,421 New
US Bancorp
366
US Bancorp
Minnesota
$730K -$106K -411 -13%
TW
367
Transform Wealth
Colorado
$718K +$26.8K +104 +4%
ACA
368
Atlas Capital Advisors
Wyoming
$710K +$15.2K +59 +2%
MLL
369
Moody Lynn & Lieberson
Massachusetts
$707K -$292K -1,130 -29%
BWM
370
Buckley Wealth Management
Nevada
$706K -$64.5K -250 -8%
LIA
371
LS Investment Advisors
Michigan
$693K +$105K +406 +18%
DIA
372
Dana Investment Advisors
Wisconsin
$685K -$15.5K -60 -2%
PNC
373
Park National Corp
Ohio
$683K – – –
OAM
374
Optimal Asset Management
California
$680K +$680K +2,632 New
Jane Street
375
Jane Street
New York
$667K -$516K -1,999 -44%
13 14
15
16 17