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MSCI
MSCI

Overview Fund Activity

211 hedge funds and large institutions have $5.03B invested in MSCI in 2013 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 69 increasing their positions, 81 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+34
Holders Change %
+19.21%
% of All Funds
6.13%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
41
Increased
69
Reduced
81
Closed
7
Calls
$319K
Puts
$700K
Net Calls
-$381K
Net Calls Change
-$264K

Top Buyers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$54.5M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$55.9M
3
BFA
3
BlackRock Fund Advisors
California
$146M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$10.6M
5
JAM
5
Jupiter Asset Management
United Kingdom
$8.33M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$396M
2
Morgan Stanley
2
Morgan Stanley
New York
$610M
3
Goldman Sachs
3
Goldman Sachs
New York
$212M
4
BAMCO Inc
4
BAMCO Inc
New York
$177M
5
Deutsche Bank
5
Deutsche Bank
Germany
$21.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
OI
176
Oakbrook Investments
Illinois
$297K +$297K +6,800 New
GC
177
Globeflex Capital
California
$295K -$21.6K -494 -7%
VAM
178
Visium Asset Management
New York
$293K +$293K +6,707 New
SGH
179
Schonfeld Group Holdings
New York
$289K +$289K +6,600 New
VKH
180
Virtu KCG Holdings
New York
$288K -$29.7K -680 -9%
ICRM
181
Insight Capital Research & Management
California
$282K -$18.6K -424 -6%
CA
182
Commerzbank Aktiengesellschaft
Germany
$270K +$27.8K +650 +11%
ZIM
183
Zacks Investment Management
Illinois
$268K +$268K +6,141 New
AG
184
Aperio Group
California
$263K -$236K -5,866 Closed
MG
185
Markel Group
Virginia
$219K +$219K +5,000 New
LPL Financial
186
LPL Financial
California
$219K +$219K +5,010 New
HSBC Holdings
187
HSBC Holdings
United Kingdom
$215K +$215K +4,939 New
Two Sigma Investments
188
Two Sigma Investments
New York
$208K +$208K +4,747 New
Teacher Retirement System of Texas
189
Teacher Retirement System of Texas
Texas
$188K -$453K -10,337 -71%
RA
190
Rational Advisors
New York
$163K -$14.5K -330 -8%
AAM
191
Advisors Asset Management
Colorado
$162K – – –
First Manhattan
192
First Manhattan
New York
$157K – – –
Toronto Dominion Bank
193
Toronto Dominion Bank
Ontario, Canada
$145K +$12K +275 +9%
QT
194
Quantbot Technologies
New York
$144K +$144K +3,300 New
FIG
195
Fortress Investment Group
New York
$141K +$10.9K +248 +8%
OA
196
OFI Advisors
Pennsylvania
$133K +$11.4K +260 +9%
LWM
197
LBA Wealth Management
Florida
$130K +$130K +2,970 New
RA
198
Royce & Associates
New York
$122K – – –
Bank of Montreal
199
Bank of Montreal
Ontario, Canada
$80K – – –
MA
200
MUFG Americas
New York
$65K -$8.51K -196 -12%
5 6 7
8
9