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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 %
VCM
601
Versant Capital Management
Arizona
$1K -$6.8K -34 -87%
EFSCE
602
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
APC
603
Aspire Private Capital
North Carolina
$1K – – –
WCM
604
Wealthcare Capital Management
Virginia
$1K +$1K +4 New
DI
605
Disciplined Investments
Oklahoma
$1K +$1K +4 New
GEA
606
Glen Eagle Advisors
New Jersey
$258 – – –
DCP
607
DSM Capital Partners
Florida
– -$110M -503,451 Closed
BC
608
Brookfield Corp
Ontario, Canada
– -$6.58M -405,906 Closed
WRF
609
Waddell & Reed Financial
Kansas
– -$47.4M -217,654 Closed
Balyasny Asset Management
610
Balyasny Asset Management
Illinois
– -$14.6M -67,050 Closed
DWA
611
Dorsey Wright & Associates
California
– -$8.23M -37,803 Closed
FDCC
612
Foster Dykema Cabot & Co
Massachusetts
– -$5.98M -27,482 Closed
Simplex Trading
613
Simplex Trading
Illinois
– -$1.88M -8,633 Closed
VAS
614
Vestmark Advisory Solutions
Massachusetts
– -$1.57M -7,219 Closed
JGGDR
615
JGP Global Gestao de Recursos
Brazil
– -$1.42M -6,528 Closed
SGI
616
Summit Global Investments
Utah
– -$1.3M -5,972 Closed
EF
617
Empowered Funds
Pennsylvania
– -$1.14M -5,233 Closed
RIM
618
Redwood Investment Management
Arizona
– -$969K -4,449 Closed
SM
619
Sciencast Management
New Jersey
– -$574K -2,529 Closed
WCM
620
Weld Capital Management
New York
– -$513K -2,356 Closed
GH
621
GAM Holding
Switzerland
– -$472K -2,169 Closed
BIM
622
Bridges Investment Management
Nebraska
– -$470K -2,158 Closed
MWM
623
Meridian Wealth Management
Kentucky
– -$379K -1,739 Closed
Impax Asset Management Group
624
Impax Asset Management Group
United Kingdom
– -$376K -1,727 Closed
SGA
625
Strategic Global Advisors
California
– -$347K -1,594 Closed
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