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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 %
SFSIG
576
San Francisco Sentry Investment Group
California
$9K -$514 -2 -5%
DSC
577
Duncker Streett & Co
Missouri
$9K +$9K +33 New
TL
578
TrueWealth LLC
Georgia
$8K – – –
EWP
579
Engrave Wealth Partners
Texas
$8K +$8K +33 New
LWA
580
Lenox Wealth Advisors
New York
$7K – – –
TFO
581
Tarbox Family Office
California
$7K +$1.93K +8 +38%
IA
582
IndexIQ Advisors
New York
$7K +$7K +28 New
EAM
583
Eukles Asset Management
Ohio
$6K – – –
CHA
584
Carmichael Hill & Associates
Maryland
$6K +$6K +23 New
NFG
585
Next Financial Group
Texas
$6K +$6K +24 New
GWS
586
Glassman Wealth Services
Virginia
$5K -$1.19K -5 -19%
CFA
587
Carroll Financial Associates
North Carolina
$5K – – –
PFBT
588
Parkside Financial Bank & Trust
Missouri
$5K +$476 +2 +11%
AS
589
Altshuler Shaham
Israel
$4K -$25.5K -102 -86%
GWMIA
590
Global Wealth Management Investment Advisory
Florida
$4K +$1.87K +7 +88%
EWM
591
EPG Wealth Management
Georgia
$4K +$4K +15 New
EW
592
Evoke Wealth
California
$3.1K – – –
BBHC
593
Brown Brothers Harriman & Co
New York
$3K – – –
BDWM
594
Brewin Dolphin Wealth Management
Ireland
$2.58K – – –
Fidelity International
595
Fidelity International
Bermuda
$2K – – –
HI
596
Hudock Inc
Pennsylvania
$2K – – –
SWM
597
Selective Wealth Management
Virginia
$2K – – –
HWM
598
HighMark Wealth Management
Minnesota
$2K +$2K +9 New
LP
599
LMR Partners
United Kingdom
$1.37K +$1.37K +5,295 New
FPFS
600
First Personal Financial Services
North Carolina
$1K -$15.5K -62 -94%
22 23
24
25 26