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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
$188M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$646M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$48.8M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$92.1M
5
Victory Capital Management
Victory Capital Management
Texas
$129M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$263M
2
DCP
DSM Capital Partners
Florida
$0
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$852M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$246M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$153M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
451
Conning Inc
Connecticut
$333K +$46.5K +180 +16%
CS
452
Comerica Securities
Michigan
$333K +$333K +1,290 New
PAG
453
Private Advisor Group
New Jersey
$327K -$380K -1,470 -54%
DCM
454
Driehaus Capital Management
Illinois
$325K +$2.84K +11 +0.9%
MFG
455
Magnus Financial Group
New York
$322K +$2.58K +10 +0.8%
TSS
456
Two Sigma Securities
New York
$322K +$322K +1,248 New
LNWWM
457
Laird Norton Wetherby Wealth Management
California
$321K -$110K -424 -25%
EMG
458
ETF Managers Group
New Jersey
$319K +$72.9K +284 +30%
NERM
459
New England Research & Management
Illinois
$316K – – –
Lazard Asset Management
460
Lazard Asset Management
New York
$315K -$2.29M -8,887 -88%
IRF
461
IBM Retirement Fund
New York
$310K -$16.3K -63 -5%
MERSOM
462
Municipal Employees' Retirement System of Michigan
Michigan
$307K – – –
HFM
463
Harvest Fund Management
China
$304K +$77.8K +288 +34%
MC
464
Montag & Caldwell
Georgia
$289K -$177K -685 -38%
WAM
465
Wealthspire Advisors (Maryland)
Maryland
$288K +$38.2K +148 +15%
QI
466
QS Investors
New York
$283K +$39.4K +148 +16%
Macquarie Group
467
Macquarie Group
Australia
$282K -$339K -1,313 -55%
IC
468
IEQ Capital
California
$282K +$282K +1,090 New
S
469
Seeyond
France
$267K -$370K -1,433 -58%
William Blair & Company
470
William Blair & Company
Illinois
$267K -$258 -1 -0.1%
WANY
471
Wealthspire Advisors (New York)
New York
$267K +$267K +1,034 New
SPIA
472
Steward Partners Investment Advisory
New York
$265K +$132K +514 +100%
RIM
473
Rampart Investment Management
Connecticut
$262K +$12.4K +48 +5%
FGAM
474
Financial Gravity Asset Management
Texas
$258K -$113K -108 -30%
HA
475
Harbor Advisors
Florida
$258K – – –
17 18
19
20 21