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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 %
FAAS
376
First Allied Advisory Services
California
$666K +$81.1K +314 +14%
TCM
377
Teza Capital Management
Illinois
$665K +$268K +1,037 +67%
CI
378
Cigna Investments
Connecticut
$645K -$81.2K -284 -11%
CM
379
Castleark Management
Illinois
$626K – – –
CANY
380
Caxton Associates (New York)
New York
$621K +$326K +1,262 +110%
BL
381
BFSG LLC
California
$614K -$57.4K -222 -9%
DTL
382
Dynamic Technology Lab
Singapore
$614K +$614K +2,378 New
AIL
383
AGF Investments LLC
Ontario, Canada
$600K +$600K +2,323 New
DWM
384
Dakota Wealth Management
Florida
$597K +$597K +2,311 New
AP
385
Advisor Partners
California
$592K +$30.8K +114 +5%
FIM
386
Fernwood Investment Management
Massachusetts
$589K +$589K +2,280 New
BRWA
387
B. Riley Wealth Advisors
Florida
$587K -$39K -151 -6%
WEC
388
Winslow Evans & Crocker
Massachusetts
$582K – – –
GCP
389
GSA Capital Partners
United Kingdom
$576K -$56.8K -220 -9%
QSS
390
Quantitative Systematic Strategies
Florida
$570K +$570K +2,208 New
SAM
391
Strategy Asset Managers
California
$565K +$565K +2,188 New
C
392
Cerebellum
California
$549K +$61.7K +239 +13%
SCM
393
Stevens Capital Management
Pennsylvania
$547K -$557K -2,155 -50%
PCS
394
Personal CFO Solutions
New Jersey
$536K -$50.4K -196 -9%
GCA
395
Gideon Capital Advisors
New York
$534K +$9.55K +37 +2%
NA
396
Navellier & Associates
Nevada
$528K -$258 -1 -0%
FHB
397
First Hawaiian Bank
Hawaii
$527K +$4.65K +18 +0.9%
KRSITF
398
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$518K +$2.07K +8 +0.4%
TAM
399
Tocqueville Asset Management
New York
$516K – – –
EWA
400
Exencial Wealth Advisors
Oklahoma
$516K – – –
14 15
16
17 18