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MSCI
MSCI

Overview Fund Activity

548 hedge funds and large institutions have $17B invested in MSCI in 2019 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 206 increasing their positions, 202 reducing their positions, and 53 closing their positions.

Holders
548
Holders Change
+14
Holders Change %
+2.62%
% of All Funds
12.04%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.2%
New
68
Increased
206
Reduced
202
Closed
53
Calls
$44.3M
Puts
$213M
Net Calls
-$169M
Net Calls Change
+$57.8M

Top Buyers

1
Polen Capital Management
1
Polen Capital Management
Florida
$451M
2
Bessemer Group
2
Bessemer Group
New Jersey
$90.4M
3
Victory Capital Management
3
Victory Capital Management
Texas
$69.1M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$265M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.06B

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$24.9M
2
Goldman Sachs
2
Goldman Sachs
New York
$139M
3
DZ Bank
3
DZ Bank
Germany
$21.8M
4
Ameriprise
4
Ameriprise
Minnesota
$219M
5
Man Group
5
Man Group
United Kingdom
$59.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.06B 9,439,501 +182,909 +2%
BlackRock
2
BlackRock
New York
$1.45B 6,672,145 +125,804 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$871M 3,999,103 +72,619 +2%
State Street
4
State Street
Massachusetts
$845M 3,879,920 -54,698 -1%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$787M 3,612,829 -96,762 -3%
Fiera Capital (Canada)
6
Fiera Capital (Canada)
Quebec, Canada
$781M 3,588,682 +157,290 +5%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$500M 2,295,965 +85,403 +4%
BAMCO Inc
8
BAMCO Inc
New York
$490M 2,248,078 – –
Polen Capital Management
9
Polen Capital Management
Florida
$451M 2,070,846 +2,070,846 New
Janus Henderson Group
10
Janus Henderson Group
United Kingdom
$422M 1,938,550 +102,896 +6%
American Century Companies
11
American Century Companies
Missouri
$379M 1,742,183 +110,672 +7%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$337M 1,547,136 +100,158 +7%
Franklin Resources
13
Franklin Resources
California
$305M 1,399,965 +10,436 +0.8%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$265M 1,215,633 +190,609 +19%
Renaissance Technologies
15
Renaissance Technologies
New York
$227M 1,041,688 +42,921 +4%
Northern Trust
16
Northern Trust
Illinois
$223M 1,022,343 +87,490 +9%
Ameriprise
17
Ameriprise
Minnesota
$219M 1,004,393 -382,081 -28%
Principal Financial Group
18
Principal Financial Group
Iowa
$208M 953,550 -3,883 -0.4%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$182M 835,629 -2,330 -0.3%
Norges Bank
20
Norges Bank
Norway
$182M 835,566 -11,556 -1%
CWG
21
C WorldWide Group
Denmark
$162M 746,081 -18,506 -2%
Invesco
22
Invesco
Georgia
$159M 732,480 -28,302 -4%
Nuveen Asset Management
23
Nuveen Asset Management
Illinois
$151M 695,615 +53,390 +8%
Bank of America
24
Bank of America
North Carolina
$149M 682,515 +23,843 +4%
Goldman Sachs
25
Goldman Sachs
New York
$139M 639,056 -492,940 -44%
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