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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 %
HIM
476
Hanlon Investment Management
New Jersey
$258K +$258K +998 New
CCA
477
Checchi Capital Advisers
California
$258K +$258K +1,000 New
AWM
478
AE Wealth Management
Kansas
$251K +$251K +970 New
LOAME
479
Lombard Odier Asset Management (Europe)
United Kingdom
$248K – – –
SCA
480
Snowden Capital Advisors
New York
$247K +$247K +957 New
SWP
481
Stratos Wealth Partners
Ohio
$246K +$246K +952 New
MOS
482
MGO One Seven
Ohio
$237K -$1.03K -4 -0.4%
Commonwealth Equity Services
483
Commonwealth Equity Services
Massachusetts
$237K +$237K +919 New
WSFS
484
Wilmington Savings Fund Society
Delaware
$234K +$234K +908 New
CC
485
ClearArc Capital
Ohio
$233K -$96.4K -374 -29%
QI
486
Qtron Investments
Massachusetts
$233K +$233K +901 New
D.E. Shaw & Co
487
D.E. Shaw & Co
New York
$232K -$1.75M -6,782 -88%
DC
488
Davenport & Co
Virginia
$232K -$38.2K -148 -14%
ECM
489
ETrade Capital Management
Virginia
$232K -$15K -58 -6%
NIT
490
NumerixS Investment Technologies
British Columbia, Canada
$232K -$1.8K -7 -0.8%
AAM
491
Aureus Asset Management
Massachusetts
$231K +$231K +894 New
BBVA
492
Banco Bilbao Vizcaya Argentaria
Spain
$231K +$231K +895 New
FI
493
Fosun International
China
$227K +$227K +875 New
BUB
494
BBVA USA Bancshares
Texas
$227K +$227K +882 New
Group One Trading
495
Group One Trading
Illinois
$226K -$12.4K -48 -5%
JT
496
Jump Trading
Illinois
$224K -$205K -795 -48%
JA
497
JOYN Advisors
Georgia
$220K +$220K +853 New
VCM
498
Virtue Capital Management
Tennessee
$219K +$219K +849 New
PA
499
Paragon Advisors
Texas
$215K +$215K +810 New
CWM
500
Chesapeake Wealth Management
Virginia
$204K +$204K +790 New
18 19
20
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