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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 %
GWS
526
Glassman Wealth Services
Virginia
$6K -$462 -2 -7%
LWA
527
Lenox Wealth Advisors
New York
$6K – – –
CFA
528
Carroll Financial Associates
North Carolina
$5K – – –
TFO
529
Tarbox Family Office
California
$5K – – –
EAM
530
Eukles Asset Management
Ohio
$5K – – –
PFBT
531
Parkside Financial Bank & Trust
Missouri
$4K +$211 +1 +6%
CAPTRUST Financial Advisors
532
CAPTRUST Financial Advisors
North Carolina
$4K +$2.12K +9 +113%
Acadian Asset Management
533
Acadian Asset Management
Massachusetts
$3K -$172K -686 -98%
EWA
534
Evolution Wealth Advisors
Florida
$3K – – –
BBHC
535
Brown Brothers Harriman & Co
New York
$3K +$1.5K +6 +100%
PRC
536
Pearl River Capital
Michigan
$3K +$3K +15 New
EW
537
Evoke Wealth
California
$2.61K +$2.61K +12 New
BDWM
538
Brewin Dolphin Wealth Management
Ireland
$2.18K +$2.18K +10 New
GWMIA
539
Global Wealth Management Investment Advisory
Florida
$2K -$12.8K -51 -86%
CIR
540
Clear Investment Research
Georgia
$2K – – –
SWM
541
Selective Wealth Management
Virginia
$2K +$2K +9 New
GT
542
Glenmede Trust
Pennsylvania
$1.65K +$1.64K +7,548 +83,867%
APC
543
Aspire Private Capital
North Carolina
$1K -$3.4K -17 -77%
Fidelity International
544
Fidelity International
Bermuda
$1K -$167 -1 -14%
EFSCE
545
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
HI
546
Hudock Inc
Pennsylvania
$1K +$1K +8 New
SWA
547
Sutton Wealth Advisors
Florida
$653 +$653 +3 New
GEA
548
Glen Eagle Advisors
New Jersey
$218 – – –
Two Sigma Investments
549
Two Sigma Investments
New York
– -$16.2M -67,651 Closed
USAA
550
United Services Automobile Association
Texas
– -$13M -54,245 Closed
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