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MSC Industrial Direct

349 hedge funds and large institutions have $3.78B invested in MSC Industrial Direct in 2021 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 127 increasing their positions, 129 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 129

3% less capital invested

Capital invested by funds: $3.9B → $3.78B (-$120M)

8% less call options, than puts

Call options by funds: $5.02M | Put options by funds: $5.45M

2.93% less ownership

Funds ownership: 92.8%89.87% (-2.9%)

6% less funds holding

Funds holding: 372349 (-23)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

43% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 49

Holders
349
Holders Change
-23
Holders Change %
-6.18%
% of All Funds
6.07%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
28
Increased
127
Reduced
129
Closed
49
Calls
$5.02M
Puts
$5.45M
Net Calls
-$423K
Net Calls Change
-$1.09M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$384M -$66.3M -724,878 -14%
BlackRock
2
BlackRock
New York
$364M -$28.2M -308,153 -7%
American Century Companies
3
American Century Companies
Missouri
$241M +$20.4M +222,996 +9%
NSCM
4
New South Capital Management
Tennessee
$113M -$1.23M -13,469 -1%
YAM
5
Yacktman Asset Management
Texas
$112M -$3.15M -34,460 -3%
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$110M +$1.36M +14,872 +1%
State Street
7
State Street
Massachusetts
$109M +$8.91M +97,482 +9%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$98.8M +$64M +700,109 +175%
First Trust Advisors
9
First Trust Advisors
Illinois
$88.4M -$1.19M -13,062 -1%
EIP
10
Epoch Investment Partners
New York
$87.7M -$11.3M -123,398 -11%
SIM
11
Sprucegrove Investment Management
Ontario, Canada
$83.6M -$649K -7,100 -0.8%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$78.8M +$4.12M +45,041 +5%
PIM
13
Paradice Investment Management
Colorado
$75.8M -$2.31M -25,213 -3%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$69.4M -$1.23M -13,416 -2%
Charles Schwab
15
Charles Schwab
California
$68.8M +$7.05M +77,087 +11%
RA
16
Royce & Associates
New York
$66.8M +$2.86M +31,246 +4%
Mackenzie Financial
17
Mackenzie Financial
Ontario, Canada
$64.4M -$11.4M -124,907 -15%
CCM
18
Copeland Capital Management
Pennsylvania
$56.4M -$698K -7,634 -1%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$55.8M +$3.14M +34,320 +6%
ORIO
20
Old Republic International (ORI)
Illinois
$55.2M
AllianceBernstein
21
AllianceBernstein
Tennessee
$54.4M -$11.8M -129,330 -18%
NC
22
Nitorum Capital
New York
$45.2M +$12.8M +139,500 +38%
Northern Trust
23
Northern Trust
Illinois
$45.2M +$418K +4,568 +0.9%
ClearBridge Investments
24
ClearBridge Investments
New York
$43.7M -$1.6M -17,528 -3%
Morgan Stanley
25
Morgan Stanley
New York
$38.8M +$21.7M +237,520 +122%

MSM Hedge Fund Activity: Q2 2021 in Review

349 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in MSC Industrial Direct (MSM) for Q2 2021, worth a combined $3.78B — down 3.1% from $3.9B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of MSM and 28 opened new positions — a net loss of 21 holders — while 129 trimmed existing stakes and 127 added.

The largest buyer was Fidelity Investments, adding an estimated $64M. The largest seller was Vanguard Group, cutting an estimated $66.3M.

  • 349 institutional investors held MSC Industrial Direct (MSM) as of Q2 2021, down from 372 in Q1 2021.
  • Funds reported $3.78B of MSC Industrial Direct stock for Q2 2021, down 3.1% quarter-over-quarter.
  • 28 funds opened new MSC Industrial Direct positions in Q2 2021 and 49 closed out, a net change of -21 holders.
  • The largest MSC Industrial Direct buyer in Q2 2021 was Fidelity Investments, an estimated $64M added.
  • The largest MSC Industrial Direct seller in Q2 2021 was Vanguard Group, an estimated $66.3M sold.

Based on aggregated 13F filings for Q2 2021.