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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 %
WI
426
WrapManager Inc
California
$395K +$13.9K +54 +4%
CI Investments Inc
427
CI Investments Inc
Ontario, Canada
$395K +$395K +1,529 New
CIP
428
Chartwell Investment Partners
Pennsylvania
$394K -$30.5K -118 -7%
MFG
429
Merit Financial Group
Georgia
$393K +$393K +1,521 New
DCM
430
Donaldson Capital Management
Indiana
$392K +$78.7K +305 +25%
WCM
431
WealthBridge Capital Management
Ohio
$384K -$72.9K -282 -16%
Walleye Trading
432
Walleye Trading
New York
$380K +$225K +871 +145%
VI
433
Vestcor Inc
New Brunswick, Canada
$379K +$379K +1,469 New
AIP
434
Ameritas Investment Partners
Nebraska
$371K – – –
KeyBank National Association
435
KeyBank National Association
Ohio
$365K +$3.1K +12 +0.9%
EI
436
Ethic Inc
New York
$364K +$364K +1,408 New
MYAM
437
Meiji Yasuda Asset Management
Japan
$359K – – –
MME
438
Meag Munich Ergo
Germany
$355K -$1.05M -4,096 -75%
HI
439
Horizon Investments
North Carolina
$355K -$2.58K -10 -0.7%
EWM
440
Evercore Wealth Management
New York
$354K – – –
MC
441
Machina Capital
France
$353K -$277K -1,071 -44%
Walleye Capital
442
Walleye Capital
New York
$351K +$351K +1,360 New
GC
443
GFG Capital
Florida
$345K +$345K +1,338 New
Mackenzie Financial
444
Mackenzie Financial
Ontario, Canada
$344K +$344K +1,333 New
PAS
445
Park Avenue Securities
New York
$343K +$79K +306 +30%
GAM
446
GQ Asset Management
New York
$342K +$342K +1,326 New
SWM
447
Segment Wealth Management
Texas
$341K -$3.1K -12 -0.9%
VFA
448
Voya Financial Advisors
Connecticut
$337K +$8.73K +34 +3%
BCM
449
Bienville Capital Management
New York
$336K – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
450
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$335K +$335K +1,296 New
16 17
18
19 20