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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 %
MAFM
451
Mid Atlantic Financial Management
Pennsylvania
$203K +$203K +932 New
MOS
452
MGO One Seven
Ohio
$201K -$7.85K -36 -4%
Group One Trading
453
Group One Trading
Illinois
$201K +$201K +922 New
QI
454
QS Investors
New York
$200K – – –
NIT
455
NumerixS Investment Technologies
British Columbia, Canada
$197K -$870K -4,005 -82%
HFM
456
Harvest Fund Management
China
$182K -$73.4K -338 -29%
ST
457
Smithfield Trust
Pennsylvania
$138K – – –
FHA
458
Flagship Harbor Advisors
Massachusetts
$138K +$16.2K +75 +13%
Walleye Trading
459
Walleye Trading
New York
$130K -$627K -2,891 -83%
IA
460
IFP Advisors
Florida
$122K +$122K +564 New
Carson Wealth (CWM LLC)
461
Carson Wealth (CWM LLC)
Nebraska
$115K – – –
SPIA
462
Steward Partners Investment Advisory
New York
$112K +$96.1K +442 +605%
POIA
463
Pin Oak Investment Advisors
Texas
$107K +$107K +490 New
RCAG
464
Rehmann Capital Advisory Group
Michigan
$107K -$7.4K -34 -6%
PCG
465
Private Capital Group
Connecticut
$105K -$34.1K -156 -24%
BAM
466
Barrett Asset Management
New York
$103K -$5.42K -25 -5%
PA
467
Parallel Advisors
California
$100K +$3.71K +17 +4%
VFA
468
Valeo Financial Advisors
Indiana
$93K -$5.01K -23 -5%
FAM
469
Fred Alger Management
New York
$89K -$295K -1,354 -77%
ASN
470
Advisory Services Network
Georgia
$84K – – –
CII
471
Capital International Inc
California
$83K +$83K +379 New
RE
472
RBC Europe
United Kingdom
$81.7K +$10.9K +50 +15%
PCM
473
Prelude Capital Management
New York
$78K +$26.9K +124 +53%
FGAM
474
Financial Gravity Asset Management
Texas
$77K -$16.5K -76 -18%
Rockefeller Capital Management
475
Rockefeller Capital Management
New York
$73K – – –
17 18
19
20 21