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MSCI
MSCI

Overview Fund Activity

261 hedge funds and large institutions have $7.24B invested in MSCI in 2015 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 81 increasing their positions, 101 reducing their positions, and 26 closing their positions.

Holders
261
Holders Change
+25
Holders Change %
+10.59%
% of All Funds
6.85%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
52
Increased
81
Reduced
101
Closed
26
Calls
$2.27M
Puts
$1.32M
Net Calls
+$953K
Net Calls Change
+$3.2M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$249M
2
RFC
2
Russell Frank Company
Washington
$87.5M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$559M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$772M
5
Westfield Capital Management
5
Westfield Capital Management
Massachusetts
$51.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$209M
2
VH
2
ValueAct Holdings
California
$456M
3
IFP
3
Independent Franchise Partners
United Kingdom
$378M
4
JSP
4
Jackson Square Partners
California
$177M
5
SP
5
Stockbridge Partners
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$772M 10,698,882 +728,764 +7%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$559M 7,744,285 +742,101 +11%
Vanguard Group
3
Vanguard Group
Pennsylvania
$496M 6,873,166 -69,116 -1%
VH
4
ValueAct Holdings
California
$456M 6,327,311 -2,982,000 -32%
IFP
5
Independent Franchise Partners
United Kingdom
$378M 5,243,500 -841,997 -14%
JHIU
6
Janus Henderson Investors US
Colorado
$280M 3,880,992 -6,092 -0.2%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$249M 3,457,941 +2,746,912 +386%
BFA
8
BlackRock Fund Advisors
California
$239M 3,307,501 -10,589 -0.3%
GIM
9
Generation Investment Management
United Kingdom
$235M 3,253,943 – –
Morgan Stanley
10
Morgan Stanley
New York
$209M 2,903,180 -5,017,093 -63%
BIT
11
BlackRock Institutional Trust
California
$205M 2,845,334 -55,255 -2%
BAMCO Inc
12
BAMCO Inc
New York
$184M 2,545,937 -3,780 -0.1%
State Street
13
State Street
Massachusetts
$183M 2,543,783 -6,207 -0.2%
Fiera Capital (Canada)
14
Fiera Capital (Canada)
Quebec, Canada
$181M 2,511,910 +234,956 +10%
JSP
15
Jackson Square Partners
California
$177M 2,454,041 -606,457 -20%
Principal Financial Group
16
Principal Financial Group
Iowa
$134M 1,864,261 -9,563 -0.5%
DCP
17
Darsana Capital Partners
New York
$126M 1,750,000 +150,000 +9%
Macquarie Group
18
Macquarie Group
Australia
$119M 1,645,916 -388,199 -19%
Goldman Sachs
19
Goldman Sachs
New York
$99.2M 1,375,366 +36,106 +3%
RFC
20
Russell Frank Company
Washington
$87.5M 1,205,351 +898,955 +293%
Neuberger Berman Group
21
Neuberger Berman Group
New York
$81.9M 1,135,581 -22,833 -2%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$71.4M 989,692 +509,129 +106%
Norges Bank
23
Norges Bank
Norway
$70.7M 979,544 +42,882 +5%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$69.1M 957,874 -131,836 -12%
Northern Trust
25
Northern Trust
Illinois
$54.6M 757,350 -80,930 -10%
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