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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 %
SCA
151
SAC Capital Advisors
Connecticut
$358K +$11.1K +276 +3%
CCMH
152
Cornerstone Capital Management Holdings
New York
$345K -$67.4K -1,676 -16%
SCM
153
Stevens Capital Management
Pennsylvania
$344K -$1.31M -32,595 -79%
ACI
154
Advance Capital I
Michigan
$322K – – –
JG
155
Jefferies Group
New York
$318K -$407K -10,095 -56%
Loomis, Sayles & Company
156
Loomis, Sayles & Company
Massachusetts
$307K – – –
VKH
157
Virtu KCG Holdings
New York
$293K +$293K +7,274 New
GC
158
Globeflex Capital
California
$292K – – –
ICRM
159
Insight Capital Research & Management
California
$280K +$898 +22 +0.3%
PAM
160
Panagora Asset Management
Massachusetts
$275K – – –
AG
161
Aperio Group
California
$236K +$236K +5,866 New
CA
162
Commerzbank Aktiengesellschaft
Germany
$228K -$210K -5,215 -48%
BNP Paribas Financial Markets
163
BNP Paribas Financial Markets
France
$205K -$493K -12,236 -71%
RA
164
Rational Advisors
New York
$163K -$1.09K -27 -0.7%
AAM
165
Advisors Asset Management
Colorado
$149K -$4.03K -100 -3%
First Manhattan
166
First Manhattan
New York
$144K – – –
Toronto Dominion Bank
167
Toronto Dominion Bank
Ontario, Canada
$123K +$34.3K +850 +39%
FIG
168
Fortress Investment Group
New York
$119K +$27.3K +680 +30%
RA
169
Royce & Associates
New York
$113K – – –
OA
170
OFI Advisors
Pennsylvania
$112K -$11.8K -293 -10%
PNC Financial Services Group
171
PNC Financial Services Group
Pennsylvania
$104K -$6.1K -154 -6%
Bank of Montreal
172
Bank of Montreal
Ontario, Canada
$74K – – –
MA
173
MUFG Americas
New York
$68K +$60.1K +1,497 +764%
LTFS
174
Ladenburg Thalmann Financial Services
Florida
$52K +$11.2K +275 +27%
Manulife (Manufacturers Life Insurance)
175
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.21K +$133 +3,299 +2%
4 5 6
7
8