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MSCI
MSCI

Overview Fund Activity

507 hedge funds and large institutions have $14.6B invested in MSCI in 2018 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 198 increasing their positions, 189 reducing their positions, and 30 closing their positions.

Holders
507
Holders Change
+28
Holders Change %
+5.85%
% of All Funds
11.61%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.25%
New
62
Increased
198
Reduced
189
Closed
30
Calls
$15.5M
Puts
$15.3M
Net Calls
+$168K
Net Calls Change
-$1.6M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$274M
2
Franklin Resources
2
Franklin Resources
California
$225M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$257M
4
EAM
4
Eagle Asset Management
Florida
$62.1M
5
CTA
5
Carillon Tower Advisers
Florida
$47.4M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.42B
2
FPP
2
Findlay Park Partners
United Kingdom
$112M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$190M
4
OSAM
4
O'Shaughnessy Asset Management
Connecticut
$8K
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$22.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
GLI
451
Guardian Life Insurance
New York
$44K – – –
SLF
452
Sun Life Financial
Ontario, Canada
$43K +$177 +1 +0.4%
KA
453
Kaizen Advisory
Illinois
$42K – – –
PCP
454
Proficio Capital Partners
Massachusetts
$42K +$890 +5 +2%
S
455
SignatureFD
Georgia
$36K +$5.85K +33 +19%
GRP
456
Global Retirement Partners
California
$36K +$25.1K +141 +231%
SIAS
457
Shine Investment Advisory Services
Colorado
$35K +$5.63K +32 +19%
TPWA
458
TRUE Private Wealth Advisors
Oregon
$28K +$28K +158 New
CBOA
459
Commonwealth Bank of Australia
Australia
$28K – – –
TG
460
TLP Group
Illinois
$25K +$25K +141 New
SPIA
461
Steward Partners Investment Advisory
New York
$24K -$38.8K -215 -62%
MWM
462
MinichMacGregor Wealth Management
New York
$23K -$174 -1 -0.8%
PI
463
PineBridge Investments
New York
$22K -$1.75K -10 -7%
CJA
464
C-J Advisory
California
$20K – – –
RFC
465
Regions Financial Corp
Alabama
$20K +$10.1K +55 +102%
VCM
466
Versant Capital Management
Arizona
$17K -$701 -4 -4%
KJWM
467
Kiley Juergens Wealth Management
Washington
$17K – – –
GAM
468
Gemmer Asset Management
California
$15K -$7.68K -42 -34%
BGIM
469
Brandywine Global Investment Management
Pennsylvania
$13K – – –
CIA
470
CSat Investment Advisory
Michigan
$13K +$361 +2 +3%
WSTAM
471
Wilbanks Smith & Thomas Asset Management
Virginia
$13K +$13K +73 New
AA
472
Ancora Advisors
Ohio
$13K +$13K +76 New
QCG
473
Quadrant Capital Group
Ohio
$12K – – –
Carson Wealth (CWM LLC)
474
Carson Wealth (CWM LLC)
Nebraska
$12K +$1.03K +6 +9%
WAP
475
Wealthcare Advisory Partners
Pennsylvania
$11K – – –
17 18
19
20 21