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MSCI
MSCI

Overview Fund Activity

210 hedge funds and large institutions have $6.83B invested in MSCI in 2015 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 73 increasing their positions, 73 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
+22
Holders Change %
+11.7%
% of All Funds
5.6%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.21%
New
42
Increased
73
Reduced
73
Closed
18
Calls
$1.11M
Puts
$282K
Net Calls
+$825K
Net Calls Change
+$825K

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$621M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$291M
3
Goldman Sachs
Goldman Sachs
New York
$34.2M
4
Vanguard Group
Vanguard Group
Pennsylvania
$419M
5
EA
Echinus Advisors
New York
$54.6M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$5.87M
2
SP
Stockbridge Partners
Massachusetts
$94.4M
3
Morgan Stanley
Morgan Stanley
New York
$559M
4
JSP
Jackson Square Partners
California
$205M
5
Macquarie Group
Macquarie Group
Australia
$134M
Name Holding Trade Value Shares
Change 		Shares
Change %
OI
151
Oakbrook Investments
Illinois
$650K +$650K +10,600 New
Nisa Investment Advisors
152
Nisa Investment Advisors
Missouri
$614K – – –
PNC Financial Services Group
153
PNC Financial Services Group
Pennsylvania
$603K +$34.7K +565 +6%
WAM
154
World Asset Management
Michigan
$557K +$1.35K +22 +0.2%
Thrivent Financial for Lutherans
155
Thrivent Financial for Lutherans
Minnesota
$549K +$12.3K +200 +2%
CAM
156
Capstone Asset Management
Texas
$543K +$40.5K +660 +8%
RA
157
Royce & Associates
New York
$533K – – –
BNP Paribas Financial Markets
158
BNP Paribas Financial Markets
France
$524K +$42.7K +696 +9%
HSBC Holdings
159
HSBC Holdings
United Kingdom
$512K +$234K +3,822 +84%
AIM
160
Artemis Investment Management
United Kingdom
$500K -$342K -5,584 -41%
AB
161
Amalgamated Bank
New York
$491K +$28K +456 +6%
TAM
162
Tocqueville Asset Management
New York
$490K -$123K -2,000 -20%
AG
163
Aperio Group
California
$476K +$35.3K +575 +8%
PAM
164
Panagora Asset Management
Massachusetts
$419K – – –
AIM
165
Assured Investment Management
New York
$409K +$409K +6,673 New
ICRM
166
Insight Capital Research & Management
California
$398K +$39.4K +643 +11%
Rafferty Asset Management
167
Rafferty Asset Management
New York
$398K +$398K +6,493 New
NV
168
Nair Vinay
$389K +$389K +6,349 New
HI
169
HBK Investments
Texas
$356K +$356K +5,800 New
NMIMC
170
Northwestern Mutual Investment Management Company
Wisconsin
$351K +$351K +5,720 New
CB
171
Commerce Bank
Missouri
$309K +$309K +5,035 New
CIM
172
Calvert Investment Management
Maryland
$291K +$25.7K +420 +10%
M&T Bank
173
M&T Bank
New York
$226K +$226K +3,683 New
PNC
174
Park National Corp
Ohio
$221K +$221K +3,600 New
First Manhattan
175
First Manhattan
New York
$220K – – –
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7
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