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MSCI
MSCI

Overview Fund Activity

177 hedge funds and large institutions have $4.77B invested in MSCI in 2013 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 82 increasing their positions, 67 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
-9
Holders Change %
-4.84%
% of All Funds
5.74%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
13
Increased
82
Reduced
67
Closed
20
Calls
$293K
Puts
$410K
Net Calls
-$117K
Net Calls Change
-$117K

Top Buyers

1
VH
1
ValueAct Holdings
California
$298M
2
IFP
2
Independent Franchise Partners
United Kingdom
$329M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$38.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$600M
5
American Century Companies
5
American Century Companies
Missouri
$31.5M

Top Sellers

1
O
1
OppenheimerFunds
New York
$0
2
Macquarie Group
2
Macquarie Group
Australia
$194M
3
RFS
3
Rockefeller Financial Services
New York
$0
4
BAMCO Inc
4
BAMCO Inc
New York
$185M
5
NAP
5
New Amsterdam Partners
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Nuveen Asset Management
101
Nuveen Asset Management
Illinois
$1.9M +$99.2K +2,464 +6%
WSTAM
102
Wilbanks Smith & Thomas Asset Management
Virginia
$1.53M +$77.3K +1,920 +5%
RJA
103
Raymond James & Associates
Florida
$1.53M +$9.62K +239 +0.6%
LMGAM
104
Liberty Mutual Group Asset Management
Massachusetts
$1.52M -$483K -12,004 -24%
ARC
105
Absolute Return Capital
Massachusetts
$1.47M +$1.47M +36,429 New
Nomura Holdings
106
Nomura Holdings
Japan
$1.43M -$1.37M -34,119 -49%
Ohio Public Employees Retirement System (OPERS)
107
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.36M +$453K +11,243 +50%
ProShare Advisors
108
ProShare Advisors
Maryland
$1.32M +$179K +4,444 +16%
P
109
Pitcairn
Pennsylvania
$1.24M -$2.26K -56 -0.2%
TRSOTSOK
110
Teachers Retirement System of the State of Kentucky
Kentucky
$1.23M -$157K -3,900 -11%
RFC
111
Russell Frank Company
Washington
$1.13M +$624K +15,505 +123%
Invesco
112
Invesco
Georgia
$1.11M +$26.2K +650 +2%
PP
113
PDT Partners
New York
$1.09M -$735K -18,257 -40%
OPERF
114
Oregon Public Employees Retirement Fund
Oregon
$1.04M -$12.1K -300 -1%
UCFA
115
United Capital Financial Advisors
Texas
$943K -$113K -2,800 -11%
Legal & General Group
116
Legal & General Group
United Kingdom
$912K +$489K +12,141 +115%
AQR Capital Management
117
AQR Capital Management
Connecticut
$902K +$201K +5,000 +29%
William Blair & Company
118
William Blair & Company
Illinois
$883K +$29.5K +732 +3%
URS
119
Utah Retirement Systems
Utah
$865K -$8.05K -200 -0.9%
SMDAM
120
Sumitomo Mitsui DS Asset Management
Japan
$861K -$483K -12,000 -36%
CAM
121
Capstone Asset Management
Texas
$858K +$44.2K +1,097 +5%
PA
122
Profund Advisors
Maryland
$822K +$241K +5,979 +41%
CPIM
123
Columbia Partners Investment Management
Virginia
$815K +$815K +20,244 New
RC
124
RBF Capital
California
$805K – – –
MERSOM
125
Municipal Employees' Retirement System of Michigan
Michigan
$801K +$801K +19,900 New
3 4
5
6 7