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MSCI
MSCI

Overview Fund Activity

507 hedge funds and large institutions have $14.6B invested in MSCI in 2018 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 198 increasing their positions, 189 reducing their positions, and 30 closing their positions.

Holders
507
Holders Change
+28
Holders Change %
+5.85%
% of All Funds
11.61%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.25%
New
62
Increased
198
Reduced
189
Closed
30
Calls
$15.5M
Puts
$15.3M
Net Calls
+$168K
Net Calls Change
-$1.6M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$274M
2
Franklin Resources
2
Franklin Resources
California
$225M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$257M
4
EAM
4
Eagle Asset Management
Florida
$62.1M
5
CTA
5
Carillon Tower Advisers
Florida
$47.4M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.42B
2
FPP
2
Findlay Park Partners
United Kingdom
$112M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$190M
4
OSAM
4
O'Shaughnessy Asset Management
Connecticut
$8K
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$22.6M
Name Market Value Shares Shares
Change 		Shares
Change %
TRCT
476
Tower Research Capital (TRC)
New York
$10K 59 -9,256 -99%
SWM
477
SeaCrest Wealth Management
New York
$10K 58 -1 -2%
EARNEST Partners
478
EARNEST Partners
Georgia
$10K 54 – –
FPFS
479
First Personal Financial Services
North Carolina
$10K 56 +29 +107%
CAG
480
Csenge Advisory Group
Florida
$10K 73 +73 New
HIM
481
Hillsdale Investment Management
Ontario, Canada
$9K 50 -2,500 -98%
LA
482
Legacy Advisors
Pennsylvania
$9K 48 +48 New
OSAM
483
O'Shaughnessy Asset Management
Connecticut
$8K 46 -259,363 -100%
CHP
484
Cable Hill Partners
Oregon
$8K 47 – –
WAM
485
Wealthspire Advisors (Maryland)
Maryland
$7K 41 -47 -53%
GWS
486
Glassman Wealth Services
Virginia
$7K 39 -3 -7%
VFA
487
Valeo Financial Advisors
Indiana
$7K 49 – –
CI
488
CX Institutional
Indiana
$7K 42 – –
TL
489
TrueWealth LLC
Georgia
$6K 32 – –
FMII
490
Farmers & Merchants Investments Inc
Nebraska
$6K 36 +2 +6%
ZB
491
Zions Bancorporation
Utah
$6K 32 +3 +10%
LWA
492
Lenox Wealth Advisors
New York
$5K 26 -113 -81%
TWA
493
TCI Wealth Advisors
Arizona
$5K 31 – –
Rockefeller Capital Management
494
Rockefeller Capital Management
New York
$5K 28 – –
TFO
495
Tarbox Family Office
California
$4K 21 – –
OFW
496
Omnia Family Wealth
Florida
$3K 18 – –
CFA
497
Carroll Financial Associates
North Carolina
$3K 20 +6 +43%
Fidelity International
498
Fidelity International
Bermuda
$3K 15 +15 New
CIR
499
Clear Investment Research
Georgia
$2K 11 +11 New
MUAMU
500
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.42K 8,000 – –
18 19
20
21 22