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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.

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
1
Capital International Investors
California
$188M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$646M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$48.8M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$92.1M
5
Victory Capital Management
5
Victory Capital Management
Texas
$129M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$263M
2
DCP
2
DSM Capital Partners
Florida
$0
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$852M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$246M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$153M
Name Holding Trade Value Shares
Change 		Shares
Change %
Kayne Anderson Rudnick Investment Management
26
Kayne Anderson Rudnick Investment Management
California
$150M +$8.83M +34,186 +6%
Legal & General Group
27
Legal & General Group
United Kingdom
$145M +$4.13M +15,992 +3%
AllianceBernstein
28
AllianceBernstein
Tennessee
$138M -$16.7M -64,841 -11%
Goldman Sachs
29
Goldman Sachs
New York
$134M -$31.4M -121,761 -19%
Victory Capital Management
30
Victory Capital Management
Texas
$129M +$47.6M +184,187 +58%
Wells Fargo
31
Wells Fargo
California
$128M +$10.5M +40,670 +9%
Neuberger Berman Group
32
Neuberger Berman Group
New York
$126M -$768K -2,974 -0.6%
Dimensional Fund Advisors
33
Dimensional Fund Advisors
Texas
$125M -$5.85M -22,675 -4%
PPA
34
Parametric Portfolio Associates
Washington
$118M -$178K -688 -0.2%
UBS AM
35
UBS AM
Illinois
$112M +$6.74M +26,101 +6%
Bessemer Group
36
Bessemer Group
New Jersey
$108M +$1.01M +3,899 +0.9%
Russell Investments Group
37
Russell Investments Group
United Kingdom
$107M -$21.6M -83,788 -17%
Charles Schwab
38
Charles Schwab
California
$106M -$4.35M -16,863 -4%
EAM
39
Eagle Asset Management
Florida
$100M +$1.14M +4,410 +1%
Wellington Management Group
40
Wellington Management Group
Massachusetts
$96.6M -$2.93M -11,367 -3%
VOYA Investment Management
41
VOYA Investment Management
Georgia
$92.1M +$48.4M +187,547 +111%
Artisan Partners
42
Artisan Partners
Wisconsin
$86.5M +$12M +46,474 +16%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$85.7M -$1.48M -5,726 -2%
A
44
AustralianSuper
Australia
$83.9M +$11.3M +43,767 +16%
Loomis, Sayles & Company
45
Loomis, Sayles & Company
Massachusetts
$83.8M -$16.2M -62,554 -16%
Public Employees Retirement Association of Colorado
46
Public Employees Retirement Association of Colorado
Colorado
$79.9M – – –
MWNA
47
Marshall Wace North America
New York
$79.9M +$30.2M +116,809 +61%
CTA
48
Carillon Tower Advisers
Florida
$76.9M – – –
Chevy Chase Trust
49
Chevy Chase Trust
Maryland
$72.9M +$1.34M +5,200 +2%
Los Angeles Capital Management
50
Los Angeles Capital Management
California
$72.3M +$522K +2,023 +0.7%
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