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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

486% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 7

19% more funds holding

Funds holding: 177211 (+34)

5% more capital invested

Capital invested by funds: $4.77B → $5.03B (+$255M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.86% less ownership

Funds ownership: 98.11%97.24% (-0.86%)

15% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 81

54% less call options, than puts

Call options by funds: $319K | Put options by funds: $700K

Holders
211
Holders Change
+34
Holders Change %
+19.21%
% of All Funds
6.12%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$610M -$39.7M -944,151 -6%
GIM
2
Generation Investment Management
United Kingdom
$407M -$1.77M -42,075 -0.4%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$396M -$93.5M -2,221,800 -20%
IFP
4
Independent Franchise Partners
United Kingdom
$364M +$5.67M +134,752 +2%
VH
5
ValueAct Holdings
California
$326M +$2.53M +60,100 +0.8%
Vanguard Group
6
Vanguard Group
Pennsylvania
$284M +$4.84M +115,053 +2%
Macquarie Group
7
Macquarie Group
Australia
$214M +$2.81M +66,665 +1%
Goldman Sachs
8
Goldman Sachs
New York
$212M -$39.5M -938,010 -16%
JHIU
9
Janus Henderson Investors US
Colorado
$193M +$3.03M +72,082 +2%
BAMCO Inc
10
BAMCO Inc
New York
$177M -$23.6M -561,319 -12%
BFA
11
BlackRock Fund Advisors
California
$146M +$12.3M +292,467 +10%
BIT
12
BlackRock Institutional Trust
California
$144M +$3.82M +90,818 +3%
State Street
13
State Street
Massachusetts
$132M -$2.68M -63,678 -2%
SP
14
Stockbridge Partners
Massachusetts
$111M -$12.1M -287,585 -10%
MNA
15
Manning & Napier Advisors
New York
$83.1M -$3.12M -74,252 -4%
BAM
16
Burgundy Asset Management
Ontario, Canada
$74.6M -$1.51M -35,939 -2%
Fiera Capital (Canada)
17
Fiera Capital (Canada)
Quebec, Canada
$60.8M +$381K +9,049 +0.7%
Neuberger Berman Group
18
Neuberger Berman Group
New York
$59.1M -$287K -6,825 -0.5%
Principal Financial Group
19
Principal Financial Group
Iowa
$55.9M +$13.4M +318,274 +33%
D.E. Shaw & Co
20
D.E. Shaw & Co
New York
$54.5M +$26.8M +637,751 +105%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$53.3M -$1.75M -41,663 -3%
New York State Common Retirement Fund
22
New York State Common Retirement Fund
New York
$50M
Massachusetts Financial Services
23
Massachusetts Financial Services
Massachusetts
$48.7M -$4.65M -110,486 -9%
Norges Bank
24
Norges Bank
Norway
$43.2M -$1.04M -24,612 -2%
Northern Trust
25
Northern Trust
Illinois
$40.1M -$321K -7,629 -0.8%