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MSCI
MSCI

Overview Fund Activity

606 hedge funds and large institutions have $20B invested in MSCI in 2019 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 211 increasing their positions, 211 reducing their positions, and 35 closing their positions.

Holders
606
Holders Change
+58
Holders Change %
+10.58%
% of All Funds
11.97%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
102
Increased
211
Reduced
211
Closed
35
Calls
$42.4M
Puts
$105M
Net Calls
-$62.2M
Net Calls Change
+$107M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$188M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$646M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$48.8M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$92.1M
5
Victory Capital Management
5
Victory Capital Management
Texas
$129M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$263M
2
DCP
2
DSM Capital Partners
Florida
$0
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$852M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$246M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$153M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.43B 9,418,801 -20,700 -0.2%
BlackRock
2
BlackRock
New York
$1.72B 6,681,359 +9,214 +0.1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.01B 3,895,653 -103,450 -3%
State Street
4
State Street
Massachusetts
$996M 3,856,800 -23,120 -0.6%
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$899M 3,483,895 -104,787 -3%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$852M 3,300,368 -312,461 -9%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$646M 2,500,923 +204,958 +9%
BAMCO Inc
8
BAMCO Inc
New York
$567M 2,196,316 -51,762 -2%
Polen Capital Management
9
Polen Capital Management
Florida
$546M 2,112,980 +42,134 +2%
American Century Companies
10
American Century Companies
Missouri
$429M 1,660,052 -82,131 -5%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$412M 1,596,254 +49,118 +3%
Franklin Resources
12
Franklin Resources
California
$369M 1,431,085 +31,120 +2%
Northern Trust
13
Northern Trust
Illinois
$267M 1,032,701 +10,358 +1%
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$263M 1,020,477 -918,073 -47%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$246M 954,639 -260,994 -21%
Ameriprise
16
Ameriprise
Minnesota
$245M 947,755 -56,638 -6%
Principal Financial Group
17
Principal Financial Group
Iowa
$244M 946,451 -7,099 -0.7%
Renaissance Technologies
18
Renaissance Technologies
New York
$226M 877,211 -164,477 -16%
Invesco
19
Invesco
Georgia
$220M 852,255 +119,775 +16%
Norges Bank
20
Norges Bank
Norway
$216M 835,566 – –
CWG
21
C WorldWide Group
Denmark
$193M 746,451 +370 +0%
Capital International Investors
22
Capital International Investors
California
$188M 727,919 +647,143 +801%
Nuveen Asset Management
23
Nuveen Asset Management
Illinois
$164M 633,364 -62,251 -9%
Bank of America
24
Bank of America
North Carolina
$160M 619,612 -62,903 -9%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$153M 590,720 -244,909 -29%
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