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MSCI
MSCI

Overview Fund Activity

534 hedge funds and large institutions have $18.7B invested in MSCI in 2019 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 193 increasing their positions, 198 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
+23
Holders Change %
+4.5%
% of All Funds
11.62%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.28%
New
83
Increased
193
Reduced
198
Closed
52
Calls
$56.7M
Puts
$283M
Net Calls
-$227M
Net Calls Change
-$203M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$223M
2
CWG
C WorldWide Group
Denmark
+$183M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$140M
4
BlackRock
BlackRock
New York
+$101M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$94.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$195M
2
DCP
DSM Capital Partners
Florida
-$170M
3
BI
BlueSpruce Investments
Illinois
-$128M
4
American Century Companies
American Century Companies
Missouri
-$83M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$80.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
451
Smithfield Trust
Pennsylvania
$151K – – –
AIM
452
ARK Investment Management
Florida
$143K -$44.6K -186 -24%
Point72 Asset Management
453
Point72 Asset Management
Connecticut
$143K +$143K +600 New
FHA
454
Flagship Harbor Advisors
Massachusetts
$134K +$16.5K +69 +14%
RCAG
455
Rehmann Capital Advisory Group
Michigan
$125K -$1.43K -6 -1%
BAM
456
Barrett Asset Management
New York
$119K – – –
Carson Wealth (CWM LLC)
457
Carson Wealth (CWM LLC)
Nebraska
$115K – – –
VFA
458
Valeo Financial Advisors
Indiana
$107K -$19.3K -81 -15%
PCP
459
Proficio Capital Partners
Massachusetts
$106K +$8.36K +35 +9%
PA
460
Parallel Advisors
California
$105K – – –
PCG
461
Private Capital Group
Connecticut
$105K +$6.26K +38 +6%
FGAM
462
Financial Gravity Asset Management
Texas
$103K -$19.1K -80 -16%
IWA
463
Intercontinental Wealth Advisors
Texas
$85K +$85K +356 New
ASN
464
Advisory Services Network
Georgia
$84K +$73.3K +309 +687%
Rockefeller Capital Management
465
Rockefeller Capital Management
New York
$80K -$41.9K -175 -34%
RE
466
RBC Europe
United Kingdom
$77.6K – – –
ZB
467
Zions Bancorporation
Utah
$76K – – –
BCI
468
Brinker Capital Investments
Pennsylvania
$67K +$67K +281 New
FHA
469
First Horizon Advisors
Tennessee
$62K -$38.2K -161 -38%
GLI
470
Guardian Life Insurance
New York
$59K – – –
O
471
Ossiam
France
$59K +$59K +248 New
PCM
472
Prelude Capital Management
New York
$56K -$80.1K -336 -59%
CBOA
473
Commonwealth Bank of Australia
Australia
$53K +$12.8K +56 +32%
CIA
474
CSat Investment Advisory
Michigan
$53K +$28.2K +117 +114%
FDCDDQ
475
Federation des caisses Desjardins du Quebec
Quebec, Canada
$52.5K +$30.3K +127 +137%
17 18
19
20 21