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MSCI
MSCI

Overview Fund Activity

447 hedge funds and large institutions have $12.4B invested in MSCI in 2018 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 146 increasing their positions, 157 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
447
Holders Change
+34
Holders Change %
+8.23%
% of All Funds
10.26%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.18%
New
78
Increased
146
Reduced
157
Closed
39
Calls
$7.98M
Puts
$6.07M
Net Calls
+$1.91M
Net Calls Change
+$3.5M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$264M
2
DCP
2
DSM Capital Partners
Florida
$122M
3
MWNA
3
Marshall Wace North America
New York
$90.4M
4
BlackRock
4
BlackRock
New York
$1.4B
5
PI
5
Putnam Investments
Massachusetts
$47M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$353M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$402M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$30.3M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$99.2M
5
Millennium Management
5
Millennium Management
New York
$61M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHP
426
Cable Hill Partners
Oregon
$7K – – –
HWP
427
Hefty Wealth Partners
Indiana
$6K – – –
WAM
428
Wealthspire Advisors (Maryland)
Maryland
$6K +$973 +6 +19%
AGA
429
Accuvest Global Advisors
Utah
$6K +$6K +37 New
TL
430
TrueWealth LLC
Georgia
$5K – – –
TWA
431
TCI Wealth Advisors
Arizona
$5K – – –
MAM
432
Meeder Asset Management
Ohio
$4K -$838K -5,868 -100%
MOS
433
MGO One Seven
Ohio
$4K – – –
LWA
434
Lenox Wealth Advisors
New York
$4K – – –
FPFS
435
First Personal Financial Services
North Carolina
$4K – – –
ST
436
Smithfield Trust
Pennsylvania
$4K – – –
RFC
437
Regions Financial Corp
Alabama
$4K +$375 +3 +10%
FCAG
438
First Capital Advisors Group
New Jersey
$4K +$4K +25 New
TFO
439
Tarbox Family Office
California
$3K – – –
OFW
440
Omnia Family Wealth
Florida
$3K – – –
EARNEST Partners
441
EARNEST Partners
Georgia
$3K – – –
APP
442
Avantax Planning Partners
Iowa
$3K +$3K +23 New
CFA
443
Carroll Financial Associates
North Carolina
$2K – – –
CAW
444
Cornerstone Advisors (Washington)
Washington
$2K +$2K +16 New
ML
445
McAdam LLC
Pennsylvania
$1K +$1K +4 New
DBT
446
Dubuque Bank & Trust
Iowa
$1K +$1K +5 New
SFM
447
Signet Financial Management
New Jersey
$1K +$1K +8 New
FQ
448
First Quadrant
California
– -$16.6M -130,857 Closed
Assenagon Asset Management
449
Assenagon Asset Management
Luxembourg
– -$16.5M -130,719 Closed
EGM
450
Engineers Gate Manager
New York
– -$5.98M -47,226 Closed
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