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MSCI
MSCI

Overview Fund Activity

534 hedge funds and large institutions have $18.7B invested in MSCI in 2019 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 193 increasing their positions, 198 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
+23
Holders Change %
+4.5%
% of All Funds
11.62%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.28%
New
83
Increased
193
Reduced
198
Closed
52
Calls
$56.7M
Puts
$283M
Net Calls
-$227M
Net Calls Change
-$203M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$223M
2
CWG
C WorldWide Group
Denmark
+$183M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$140M
4
BlackRock
BlackRock
New York
+$101M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$94.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$195M
2
DCP
DSM Capital Partners
Florida
-$170M
3
BI
BlueSpruce Investments
Illinois
-$128M
4
American Century Companies
American Century Companies
Missouri
-$83M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$80.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
EARNEST Partners
501
EARNEST Partners
Georgia
$13K – – –
BCA
502
Berman Capital Advisors
Georgia
$11K +$6.94K +29 +171%
FMII
503
Farmers & Merchants Investments Inc
Nebraska
$10K +$233 +1 +2%
SF
504
Synovus Financial
Georgia
$10K +$7.62K +32 +320%
VCM
505
Versant Capital Management
Arizona
$8K -$12.9K -58 -62%
CWA
506
Clarus Wealth Advisors
Arizona
$8K -$1.18K -5 -13%
TL
507
TrueWealth LLC
Georgia
$8K – – –
GWS
508
Glassman Wealth Services
Virginia
$7K -$1K -4 -13%
TWA
509
TCI Wealth Advisors
Arizona
$7K – – –
SFSIG
510
San Francisco Sentry Investment Group
California
$7K – – –
LWA
511
Lenox Wealth Advisors
New York
$6K -$13.2K -57 -69%
CFA
512
Carroll Financial Associates
North Carolina
$5K – – –
TFO
513
Tarbox Family Office
California
$5K – – –
EAM
514
Eukles Asset Management
Ohio
$5K – – –
Parallax Volatility Advisers
515
Parallax Volatility Advisers
California
$5K +$2K +8 +67%
APC
516
Aspire Private Capital
North Carolina
$5K +$5K +22 New
AF
517
Advisornet Financial
Minnesota
$5K +$5K +23 New
PFBT
518
Parkside Financial Bank & Trust
Missouri
$4K – – –
WAS
519
Winch Advisory Services
Wisconsin
$4K +$4K +15 New
JCM
520
Julex Capital Management
Massachusetts
$4K +$4K +18 New
MWM
521
Meridian Wealth Management
Kentucky
$3.97K +$270 +113 +7%
CIR
522
Clear Investment Research
Georgia
$3K – – –
EWA
523
Evolution Wealth Advisors
Florida
$3K +$3K +12 New
TNBTD
524
Trustmark National Bank Trust Department
Mississippi
$2K – – –
Fidelity International
525
Fidelity International
Bermuda
$2K +$286 +1 +17%
19 20
21
22 23