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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 %
WIS
401
Wright Investors Service
Connecticut
$503K +$503K +1,948 New
SC
402
Scotia Capital
Ontario, Canada
$502K +$502K +1,943 New
BO
403
BRR OpCo
Ohio
$490K +$75.6K +293 +18%
CC
404
Centiva Capital
New York
$488K +$488K +1,892 New
LWM
405
Liberty Wealth Management
California
$486K – – –
Creative Planning
406
Creative Planning
Kansas
$478K +$29.2K +113 +7%
FRM
407
Fox Run Management
Connecticut
$471K +$471K +1,826 New
CCA
408
Catalyst Capital Advisors
New York
$465K +$465K +1,800 New
ECM
409
Everence Capital Management
Indiana
$464K – – –
BG
410
Bellevue Group
Switzerland
$461K – – –
HW
411
Hancock Whitney
Mississippi
$458K -$89.9K -348 -16%
ALAM
412
Asahi Life Asset Management
Japan
$457K +$207K +800 +82%
BS
413
Bessemer Securities
New York
$452K – – –
PAG
414
Private Advisory Group
Washington
$452K +$12.4K +48 +3%
Verition Fund Management
415
Verition Fund Management
Connecticut
$449K +$449K +1,739 New
Fifth Third Bancorp
416
Fifth Third Bancorp
Ohio
$448K -$1.03K -4 -0.2%
PA
417
Profund Advisors
Maryland
$434K -$48.5K -188 -10%
SPC
418
Sigma Planning Corp
Michigan
$420K +$115K +445 +38%
Caisse de Depot et Placement du Quebec (CDPQ)
419
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$413K -$77.4K -300 -16%
HAG
420
HighPoint Advisor Group
Illinois
$411K +$16.1K +58 +4%
CCM
421
Crabel Capital Management
California
$411K +$117K +454 +40%
ASN
422
Advisory Services Network
Georgia
$408K +$317K +1,225 +346%
GC
423
Grace Capital
Massachusetts
$400K +$400K +1,550 New
IP
424
Intellectus Partners
California
$398K – – –
V
425
Veritable
Delaware
$397K -$108K -420 -21%
15 16
17
18 19