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MSCI
MSCI

Overview Fund Activity

548 hedge funds and large institutions have $17B invested in MSCI in 2019 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 206 increasing their positions, 202 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
548
Holders Change
+14
Holders Change %
+2.62%
% of All Funds
12.04%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.2%
New
68
Increased
206
Reduced
202
Closed
53
Calls
$44.3M
Puts
$213M
Net Calls
-$169M
Net Calls Change
+$57.8M

Top Buyers

1
Polen Capital Management
Polen Capital Management
Florida
$451M
2
Bessemer Group
Bessemer Group
New Jersey
$90.4M
3
Victory Capital Management
Victory Capital Management
Texas
$69.1M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$265M
5
Vanguard Group
Vanguard Group
Pennsylvania
$2.06B

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$24.9M
2
Goldman Sachs
Goldman Sachs
New York
$139M
3
DZ Bank
DZ Bank
Germany
$21.8M
4
Ameriprise
Ameriprise
Minnesota
$219M
5
Man Group
Man Group
United Kingdom
$59.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
426
Magnus Financial Group
New York
$270K +$17.4K +80 +7%
NERM
427
New England Research & Management
Illinois
$267K +$267K +1,225 New
DCM
428
Donaldson Capital Management
Indiana
$265K +$41.4K +190 +19%
Cambridge Investment Research Advisors
429
Cambridge Investment Research Advisors
Iowa
$261K -$39.4K -181 -13%
SRAM
430
Stone Ridge Asset Management
New York
$261K – – –
LCM
431
Laurion Capital Management
New York
$261K +$261K +1,200 New
MERSOM
432
Municipal Employees' Retirement System of Michigan
Michigan
$259K – – –
SPC
433
Sigma Planning Corp
Michigan
$257K -$6.98K -32 -3%
DC
434
Davenport & Co
Virginia
$250K – – –
CANY
435
Caxton Associates (New York)
New York
$249K -$878K -4,037 -78%
CCM
436
Crabel Capital Management
California
$248K +$248K +1,139 New
HF
437
HRT Financial
New York
$247K +$247K +1,137 New
CI
438
Conning Inc
Connecticut
$242K -$8.72K -40 -3%
LS
439
Livforsakringsbolaget Skandia
Sweden
$240K – – –
DDPIC
440
Deroy & Devereaux Private Investment Counsel
Michigan
$235K – – –
William Blair & Company
441
William Blair & Company
Illinois
$225K +$13.9K +64 +7%
PAS
442
Park Avenue Securities
New York
$223K -$19.2K -88 -8%
HA
443
Harbor Advisors
Florida
$218K – – –
O
444
Ossiam
France
$212K +$158K +727 +293%
RIM
445
Rampart Investment Management
Connecticut
$211K -$26K -119 -11%
WAM
446
Wealthspire Advisors (Maryland)
Maryland
$211K +$211K +968 New
ALAM
447
Asahi Life Asset Management
Japan
$211K +$211K +970 New
LOAME
448
Lombard Odier Asset Management (Europe)
United Kingdom
$209K – – –
ECM
449
ETrade Capital Management
Virginia
$208K -$14.1K -65 -6%
EMG
450
ETF Managers Group
New Jersey
$207K +$7.12K +33 +4%
16 17
18
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