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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.

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
1
Polen Capital Management
Florida
$451M
2
Bessemer Group
2
Bessemer Group
New Jersey
$90.4M
3
Victory Capital Management
3
Victory Capital Management
Texas
$69.1M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$265M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.06B

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$24.9M
2
Goldman Sachs
2
Goldman Sachs
New York
$139M
3
DZ Bank
3
DZ Bank
Germany
$21.8M
4
Ameriprise
4
Ameriprise
Minnesota
$219M
5
Man Group
5
Man Group
United Kingdom
$59.8M
Name Market Value Shares Shares
Change 		Shares
Change %
AllianceBernstein
26
AllianceBernstein
Tennessee
$130M 598,652 -23,524 -4%
Kayne Anderson Rudnick Investment Management
27
Kayne Anderson Rudnick Investment Management
California
$119M 547,844 +30,223 +6%
Legal & General Group
28
Legal & General Group
United Kingdom
$119M 546,041 -2,101 -0.4%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$110M 506,340 -44,197 -8%
DCP
30
DSM Capital Partners
Florida
$110M 503,451 -5,321 -1%
Russell Investments Group
31
Russell Investments Group
United Kingdom
$108M 499,680 -27,005 -5%
Neuberger Berman Group
32
Neuberger Berman Group
New York
$107M 489,316 -4,523 -0.9%
PPA
33
Parametric Portfolio Associates
Washington
$99.3M 456,044 -5,235 -1%
Wells Fargo
34
Wells Fargo
California
$99.2M 455,353 +119,660 +36%
Charles Schwab
35
Charles Schwab
California
$93.4M 428,892 -3,484 -0.8%
Bessemer Group
36
Bessemer Group
New Jersey
$90.4M 414,997 +404,848 +3,989%
UBS AM
37
UBS AM
Illinois
$88.9M 408,437 +11,797 +3%
Loomis, Sayles & Company
38
Loomis, Sayles & Company
Massachusetts
$84.3M 386,953 -138,962 -26%
Wellington Management Group
39
Wellington Management Group
Massachusetts
$83.9M 385,329 -14,526 -4%
EAM
40
Eagle Asset Management
Florida
$83.4M 382,865 -2,249 -0.6%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$73.5M 337,584 +2,984 +0.9%
Victory Capital Management
42
Victory Capital Management
Texas
$69.1M 317,332 +293,331 +1,222%
Arrowstreet Capital
43
Arrowstreet Capital
Massachusetts
$68.1M 312,817 +73,475 +31%
Public Employees Retirement Association of Colorado
44
Public Employees Retirement Association of Colorado
Colorado
$67.4M 309,632 -32,200 -9%
CTA
45
Carillon Tower Advisers
Florida
$64.8M 297,729 – –
Artisan Partners
46
Artisan Partners
Wisconsin
$62.9M 288,692 -7,549 -3%
A
47
AustralianSuper
Australia
$61.3M 281,337 -5,514 -2%
Los Angeles Capital Management
48
Los Angeles Capital Management
California
$60.5M 277,946 -7,329 -3%
Chevy Chase Trust
49
Chevy Chase Trust
Maryland
$60.4M 277,252 +64,680 +30%
Man Group
50
Man Group
United Kingdom
$59.8M 274,680 -224,474 -45%
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