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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$600M 14,895,131 +687,638 +5%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$454M 11,273,268 -198,100 -2%
GIM
3
Generation Investment Management
United Kingdom
$377M 9,360,599 +293,176 +3%
IFP
4
Independent Franchise Partners
United Kingdom
$329M 8,182,586 +759,947 +10%
VH
5
ValueAct Holdings
California
$298M 7,394,017 +1,193,395 +19%
Vanguard Group
6
Vanguard Group
Pennsylvania
$257M 6,383,883 +176,219 +3%
Goldman Sachs
7
Goldman Sachs
New York
$233M 5,794,134 +406,856 +8%
Macquarie Group
8
Macquarie Group
Australia
$194M 4,825,570 -1,327,587 -22%
BAMCO Inc
9
BAMCO Inc
New York
$185M 4,601,095 -519,057 -10%
JHIU
10
Janus Henderson Investors US
Colorado
$175M 4,339,229 -125,237 -3%
BIT
11
BlackRock Institutional Trust
California
$129M 3,210,194 -137,789 -4%
State Street
12
State Street
Massachusetts
$124M 3,081,976 -152,948 -5%
BFA
13
BlackRock Fund Advisors
California
$123M 3,048,711 +110,845 +4%
SP
14
Stockbridge Partners
Massachusetts
$114M 2,836,426 -8,169 -0.3%
MNA
15
Manning & Napier Advisors
New York
$79.5M 1,974,910 -98,290 -5%
BAM
16
Burgundy Asset Management
Ontario, Canada
$70.1M 1,741,831 +9,317 +0.5%
Fiera Capital (Canada)
17
Fiera Capital (Canada)
Quebec, Canada
$55.6M 1,381,846 +574 +0%
Neuberger Berman Group
18
Neuberger Berman Group
New York
$54.7M 1,358,102 +2,747 +0.2%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$50.8M 1,261,520 -28,980 -2%
Massachusetts Financial Services
20
Massachusetts Financial Services
Massachusetts
$49.3M 1,224,501 +271,371 +28%
New York State Common Retirement Fund
21
New York State Common Retirement Fund
New York
$46M 1,142,814 -208,000 -15%
Norges Bank
22
Norges Bank
Norway
$40.7M 1,012,094 – –
Principal Financial Group
23
Principal Financial Group
Iowa
$38.7M 960,424 +701,812 +271%
Northern Trust
24
Northern Trust
Illinois
$37.2M 924,162 -9,952 -1%
Deutsche Bank
25
Deutsche Bank
Germany
$36.9M 916,049 -315,702 -26%
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