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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.

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
1
Goldman Sachs
New York
$274M
2
Franklin Resources
2
Franklin Resources
California
$225M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$257M
4
EAM
4
Eagle Asset Management
Florida
$62.1M
5
CTA
5
Carillon Tower Advisers
Florida
$47.4M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.42B
2
FPP
2
Findlay Park Partners
United Kingdom
$112M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$190M
4
OSAM
4
O'Shaughnessy Asset Management
Connecticut
$8K
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$22.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SL
376
Signition LP
New York
$356K +$356K +2,009 New
RCM
377
Riverhead Capital Management
Delaware
$347K +$53.3K +300 +18%
Qube Research & Technologies (QRT)
378
Qube Research & Technologies (QRT)
United Kingdom
$346K +$346K +1,950 New
SEC
379
Seven Eight Capital
New York
$337K +$337K +1,899 New
SBH
380
Segall Bryant & Hamill
Illinois
$330K -$21.1K -119 -6%
JAFL
381
Jay A. Fishman Ltd
Michigan
$328K – – –
CIM
382
Contravisory Investment Management
Massachusetts
$318K -$7.11K -40 -2%
QC
383
Quadrature Capital
United Kingdom
$318K +$318K +1,795 New
AP
384
Advisor Partners
California
$316K +$2.66K +15 +0.8%
CWM
385
Cornerstone Wealth Management
Missouri
$309K -$142K -17,264 -31%
Creative Planning
386
Creative Planning
Kansas
$306K +$6.39K +36 +2%
V
387
Veritable
Delaware
$305K +$82K +462 +37%
LC
388
Lourd Capital
California
$305K +$305K +1,720 New
KRSITF
389
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$298K +$178 +1 +0.1%
AIP
390
Ameritas Investment Partners
Nebraska
$295K -$16.1K -91 -5%
VCM
391
Virtue Capital Management
Tennessee
$294K +$294K +1,656 New
CIP
392
Chartwell Investment Partners
Pennsylvania
$291K – – –
CWA
393
Clarus Wealth Advisors
Arizona
$291K +$283K +1,595 +3,709%
JA
394
JOYN Advisors
Georgia
$290K -$45.9K -259 -14%
DCM
395
Donaldson Capital Management
Indiana
$286K +$286K +1,614 New
DWA
396
Douglass Winthrop Advisors
New York
$285K +$14.4K +81 +5%
BWP
397
BSW Wealth Partners
Colorado
$284K +$284K +1,599 New
JG
398
Jefferies Group
New York
$282K -$394K -2,220 -58%
Envestnet Asset Management
399
Envestnet Asset Management
Illinois
$269K -$1.66M -9,365 -86%
TAM
400
Tocqueville Asset Management
New York
$266K -$20.2K -114 -7%
14 15
16
17 18