MSCI icon

MSCI
MSCI

Overview Fund Activity

511 hedge funds and large institutions have $15.6B invested in MSCI in 2019 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 181 increasing their positions, 206 reducing their positions, and 39 closing their positions.

Holders
511
Holders Change
+19
Holders Change %
+3.86%
% of All Funds
11.08%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.33%
New
62
Increased
181
Reduced
206
Closed
39
Calls
$32.5M
Puts
$56.3M
Net Calls
-$23.8M
Net Calls Change
+$1.92M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$145M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$552M
3
American Century Companies
3
American Century Companies
Missouri
$394M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$73.5M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$361M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.78B
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$432M
3
Morgan Stanley
3
Morgan Stanley
New York
$233M
4
Goldman Sachs
4
Goldman Sachs
New York
$214M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$98.9M
Name Market Value Shares Shares
Change 		Shares
Change %
GLI
451
Guardian Life Insurance
New York
$49K 248 – –
Northwestern Mutual Wealth Management
452
Northwestern Mutual Wealth Management
Wisconsin
$42K 210 -269 -56%
IA
453
IFP Advisors
Florida
$38K 191 -333 -64%
SGAM
454
Smith Group Asset Management
Texas
$38K 190 +190 New
GRP
455
Global Retirement Partners
California
$35K 174 -28 -14%
CBOA
456
Commonwealth Bank of Australia
Australia
$33K 175 – –
WAM
457
Wealthspire Advisors (Maryland)
Maryland
$32K 161 +11 +7%
S
458
SignatureFD
Georgia
$32K 160 +14 +10%
CAM
459
Cresset Asset Management
Illinois
$30K 150 +127 +552%
SLF
460
Sun Life Financial
Ontario, Canada
$29K 144 -100 -41%
CIA
461
CSat Investment Advisory
Michigan
$20K 103 -24 -19%
SIAS
462
Shine Investment Advisory Services
Colorado
$20K 100 – –
TCM
463
Tradewinds Capital Management
Washington
$20K 102 – –
FDCDDQ
464
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.5K 93 +28 +43%
VCM
465
Versant Capital Management
Arizona
$18K 94 -3 -3%
JCM
466
Jacobi Capital Management
Pennsylvania
$17K 86 – –
LWA
467
Lenox Wealth Advisors
New York
$17K 83 +57 +219%
GAM
468
Gemmer Asset Management
California
$16K 82 – –
BGIM
469
Brandywine Global Investment Management
Pennsylvania
$15K 71 – –
OSAM
470
O'Shaughnessy Asset Management
Connecticut
$15K 73 +27 +59%
WTB
471
Washington Trust Bank
Washington
$15K 75 +75 New
QCG
472
Quadrant Capital Group
Ohio
$13K 75 – –
WAP
473
Wealthcare Advisory Partners
Pennsylvania
$13K 65 – –
WT
474
Whittier Trust
California
$13K 63 +63 New
RFC
475
Regions Financial Corp
Alabama
$12K 59 -50 -46%
17 18
19
20 21