We are live on ! Find out more

188 hedge funds and large institutions have $5.39B invested in MSCI in 2014 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 58 increasing their positions, 85 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.22% more ownership

Funds ownership: 100.31%101.52% (+1.2%)

2% less capital invested

Capital invested by funds: $5.49B → $5.39B (-$96.4M)

3% less funds holding

Funds holding: 194188 (-6)

16% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 25

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

32% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 85

Holders
188
Holders Change
-6
Holders Change %
-3.09%
% of All Funds
5.01%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
21
Increased
58
Reduced
85
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$473M -$73.8M -1,577,310 -14%
IFP
2
Independent Franchise Partners
United Kingdom
$470M +$13.7M +292,244 +3%
VH
3
ValueAct Holdings
California
$442M
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$431M +$72.8M +1,556,100 +21%
GIM
5
Generation Investment Management
United Kingdom
$410M -$56.5M -1,206,233 -12%
Vanguard Group
6
Vanguard Group
Pennsylvania
$308M -$12.3M -263,384 -4%
JSP
7
Jackson Square Partners
California
$191M -$9.83M -210,075 -5%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$187M -$1.35M -28,912 -0.7%
JHIU
9
Janus Henderson Investors US
Colorado
$182M -$4.38M -93,563 -2%
BFA
10
BlackRock Fund Advisors
California
$155M -$4.04M -86,233 -3%
BIT
11
BlackRock Institutional Trust
California
$147M -$3.48M -74,412 -2%
Macquarie Group
12
Macquarie Group
Australia
$132M -$5.21M -111,239 -4%
State Street
13
State Street
Massachusetts
$131M -$4.95M -105,661 -4%
Fiera Capital (Canada)
14
Fiera Capital (Canada)
Quebec, Canada
$125M +$11.7M +250,472 +10%
BAMCO Inc
15
BAMCO Inc
New York
$121M -$55K -1,176 -0%
SP
16
Stockbridge Partners
Massachusetts
$116M -$10.4M -222,058 -8%
NM
17
Naya Management
United Kingdom
$87.1M +$24.3M +518,801 +39%
Principal Financial Group
18
Principal Financial Group
Iowa
$81.1M +$2.88M +61,455 +4%
VVP
19
Vulcan Value Partners
Alabama
$77.6M +$15.4M +329,119 +25%
BAM
20
Burgundy Asset Management
Ontario, Canada
$77.2M +$1.44M +30,683 +2%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$74.6M -$10.8M -231,263 -13%
AllianceBernstein
22
AllianceBernstein
Tennessee
$63.9M +$19.3M +412,094 +44%
Neuberger Berman Group
23
Neuberger Berman Group
New York
$61M -$130K -2,772 -0.2%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$51.7M -$1.64M -35,031 -3%
New York State Common Retirement Fund
25
New York State Common Retirement Fund
New York
$47.1M -$6.42M -137,091 -12%