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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 %
FPS
476
Fieldpoint Private Securities
Connecticut
$72K +$72K +331 New
ZB
477
Zions Bancorporation
Utah
$69K – – –
OAM
478
Oppenheimer Asset Management
New York
$68K -$71.9K -331 -51%
PCIA
479
Prime Capital Investment Advisors
Kansas
$68K +$68K +313 New
FDCDDQ
480
Federation des caisses Desjardins du Quebec
Quebec, Canada
$67.1K +$19.2K +88 +40%
AAM
481
Ardevora Asset Management
United Kingdom
$65K -$31M -143,000 -100%
Marshall Wace
482
Marshall Wace
United Kingdom
$64K -$1.09M -5,036 -94%
Northwestern Mutual Wealth Management
483
Northwestern Mutual Wealth Management
Wisconsin
$56K +$37.5K +172 +202%
CIA
484
CSat Investment Advisory
Michigan
$55K +$6.41K +29 +13%
GLI
485
Guardian Life Insurance
New York
$54K – – –
FHA
486
First Horizon Advisors
Tennessee
$47K -$9.27K -43 -16%
AIM
487
AIA Investment Management
Singapore
$46K +$46K +210 New
S
488
SignatureFD
Georgia
$44K +$3.3K +15 +8%
SGAM
489
Smith Group Asset Management
Texas
$41K – – –
RIA
490
Realta Investment Advisors
Delaware
$39K +$39K +180 New
SF
491
Synovus Financial
Georgia
$35K +$25.9K +120 +286%
TA
492
Thor Advisors
New York
$34K +$34K +158 New
AIM
493
ARK Investment Management
Florida
$32K -$99.8K -452 -76%
GRP
494
Global Retirement Partners
California
$32K -$441 -2 -1%
CIAS
495
Capital Investment Advisory Services
North Carolina
$30K – – –
AS
496
Altshuler Shaham
Israel
$25K +$4.87K +23 +24%
QT
497
Quantamental Technologies
New York
$23K -$219K -999 -90%
TCM
498
Tradewinds Capital Management
Washington
$22K – – –
AF
499
Advisornet Financial
Minnesota
$22K +$16.9K +77 +335%
CTC
500
Central Trust Company
Missouri
$21K – – –
18 19
20
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