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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 %
JF
501
JSF Financial
California
$202K +$202K +783 New
CRCM
502
Corbett Road Capital Management
Virginia
$201K +$201K +779 New
PCG
503
Private Capital Group
Connecticut
$182K +$58.4K +227 +47%
ST
504
Smithfield Trust
Pennsylvania
$174K +$10.3K +40 +6%
FHA
505
Flagship Harbor Advisors
Massachusetts
$171K +$6.46K +25 +4%
SMFS
506
Squar Milner Financial Services
California
$170K -$85.5K -333 -33%
PHK
507
Point72 Hong Kong
Hong Kong
$167K -$228K -882 -58%
AA
508
Ancora Advisors
Ohio
$165K +$165K +640 New
AIS
509
Accurate Investment Solutions
Pennsylvania
$157K +$157K +610 New
LS
510
Livforsakringsbolaget Skandia
Sweden
$155K -$129K -500 -45%
PA
511
Parallel Advisors
California
$138K +$19.9K +77 +17%
IA
512
IFP Advisors
Florida
$136K -$10.1K -39 -7%
POIA
513
Pin Oak Investment Advisors
Texas
$127K – – –
FPS
514
Fieldpoint Private Securities
Connecticut
$127K +$41.4K +160 +48%
BAM
515
Barrett Asset Management
New York
$123K – – –
O
516
Ossiam
France
$117K -$134K -520 -53%
Carson Wealth (CWM LLC)
517
Carson Wealth (CWM LLC)
Nebraska
$115K – – –
VFA
518
Valeo Financial Advisors
Indiana
$106K -$4.13K -16 -4%
AAM
519
Ardevora Asset Management
United Kingdom
$103K +$25.8K +100 +33%
Rockefeller Capital Management
520
Rockefeller Capital Management
New York
$98K +$12.1K +47 +14%
RE
521
RBC Europe
United Kingdom
$97.6K +$775 +3 +0.8%
SF
522
Synovus Financial
Georgia
$93K +$51.4K +200 +123%
ZB
523
Zions Bancorporation
Utah
$82K – – –
KPW
524
Kore Private Wealth
New York
$78K +$78K +301 New
CWP
525
CFM Wealth Partners
Texas
$77K +$77K +278 New
19 20
21
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