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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 %
OAM
526
Oppenheimer Asset Management
New York
$72K -$9.36K -36 -12%
FAM
527
Fred Alger Management
New York
$70K -$35K -136 -33%
CIA
528
CSat Investment Advisory
Michigan
$69K +$5.37K +21 +8%
GLI
529
Guardian Life Insurance
New York
$64K – – –
Northwestern Mutual Wealth Management
530
Northwestern Mutual Wealth Management
Wisconsin
$62K -$3.84K -15 -6%
PCM
531
Prelude Capital Management
New York
$59K -$33.1K -129 -36%
ETC
532
Exchange Traded Concepts
Oklahoma
$58K +$58K +223 New
SGAM
533
Smith Group Asset Management
Texas
$52K +$2.6K +10 +5%
IFAM
534
Institutional & Family Asset Management
Colorado
$48K +$48K +184 New
S
535
SignatureFD
Georgia
$47K -$4.65K -18 -9%
RIA
536
Realta Investment Advisors
Delaware
$47K – – –
BL
537
Balentine LLC
Georgia
$43K +$43K +165 New
GRP
538
Global Retirement Partners
California
$42K +$4.41K +17 +12%
QCG
539
Quadrant Capital Group
Ohio
$38K +$18.3K +79 +93%
AIM
540
AIA Investment Management
Singapore
$36K -$18K -70 -33%
MAM
541
Meeder Asset Management
Ohio
$33K -$2.86M -11,088 -99%
OSAM
542
O'Shaughnessy Asset Management
Connecticut
$33K +$14.3K +56 +77%
FDCDDQ
543
Federation des caisses Desjardins du Quebec
Quebec, Canada
$31.5K -$48K -186 -60%
OPS
544
Orion Portfolio Solutions
Nebraska
$30K +$30K +117 New
PA
545
Procyon Advisors
Connecticut
$29K +$29K +112 New
ACM
546
Allred Capital Management
Texas
$27.6K +$27.6K +107 New
BAM
547
Bellevue Asset Management
Washington
$27K +$27K +106 New
AF
548
Advisornet Financial
Minnesota
$26K – – –
TCM
549
Tradewinds Capital Management
Washington
$26K – – –
CTC
550
Central Trust Company
Missouri
$25K – – –
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22
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