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MSC Industrial Direct

354 hedge funds and large institutions have $3.38B invested in MSC Industrial Direct in 2021 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 130 increasing their positions, 130 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more call options, than puts

Call options by funds: $4.75M | Put options by funds: $2.8M

24% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 34

1% more funds holding

Funds holding: 349354 (+5)

0% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 130

0.16% less ownership

Funds ownership: 89.87%89.71% (-0.16%)

11% less capital invested

Capital invested by funds: $3.78B → $3.38B (-$399M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
354
Holders Change
+5
Holders Change %
+1.43%
% of All Funds
6.2%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
42
Increased
130
Reduced
130
Closed
34
Calls
$4.75M
Puts
$2.8M
Net Calls
+$1.95M
Net Calls Change
+$2.37M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$341M -$2.38M -27,975 -0.7%
BlackRock
2
BlackRock
New York
$328M +$2.77M +32,571 +0.8%
American Century Companies
3
American Century Companies
Missouri
$228M +$13.7M +161,320 +6%
YAM
4
Yacktman Asset Management
Texas
$100M -$89.2K -1,050 -0.1%
State Street
5
State Street
Massachusetts
$97.3M -$253K -2,978 -0.2%
EIP
6
Epoch Investment Partners
New York
$91.3M +$13.7M +161,647 +17%
Janus Henderson Group
7
Janus Henderson Group
United Kingdom
$83.7M -$15.6M -183,956 -15%
NSCM
8
New South Capital Management
Tennessee
$82.7M -$19.5M -230,198 -18%
SIM
9
Sprucegrove Investment Management
Ontario, Canada
$78.7M +$4.24M +49,900 +5%
First Trust Advisors
10
First Trust Advisors
Illinois
$77.9M -$1.13M -13,300 -1%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$71.3M +$866K +10,204 +1%
PIM
12
Paradice Investment Management
Colorado
$71M +$3.49M +41,111 +5%
RA
13
Royce & Associates
New York
$59.3M -$444K -5,234 -0.7%
Charles Schwab
14
Charles Schwab
California
$57.9M -$3.76M -44,237 -6%
AllianceBernstein
15
AllianceBernstein
Tennessee
$55.3M +$7.01M +82,551 +14%
Mackenzie Financial
16
Mackenzie Financial
Ontario, Canada
$54.2M -$3.59M -42,314 -6%
SEI Investments
17
SEI Investments
Pennsylvania
$53.7M +$43.9M +516,539 +339%
ORIO
18
Old Republic International (ORI)
Illinois
$53.4M +$4.33M +51,000 +8%
NC
19
Nitorum Capital
New York
$52M +$12.2M +144,000 +29%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$50.5M -$12.2M -143,578 -19%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$50M +$60.5K +712 +0.1%
CCM
22
Copeland Capital Management
Pennsylvania
$46.4M -$4.22M -49,712 -8%
Northern Trust
23
Northern Trust
Illinois
$42.5M +$2.25M +26,454 +5%
ClearBridge Investments
24
ClearBridge Investments
New York
$42.5M +$3.6M +42,400 +9%
Invesco
25
Invesco
Georgia
$39.7M +$18.5M +218,291 +79%

MSM Hedge Fund Activity: Q3 2021 in Review

354 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in MSC Industrial Direct (MSM) for Q3 2021, worth a combined $3.38B — down 11% from $3.78B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new MSM positions and 34 closed out — a net gain of 8 holders — while 130 added to existing stakes and 130 trimmed.

The largest buyer was SEI Investments, adding an estimated $43.9M. The largest seller was Fidelity Investments, cutting an estimated $80.3M.

  • 354 institutional investors held MSC Industrial Direct (MSM) as of Q3 2021, up from 349 in Q2 2021.
  • Funds reported $3.38B of MSC Industrial Direct stock for Q3 2021, down 11% quarter-over-quarter.
  • 42 funds opened new MSC Industrial Direct positions in Q3 2021 and 34 closed out, a net change of +8 holders.
  • The largest MSC Industrial Direct buyer in Q3 2021 was SEI Investments, an estimated $43.9M added.
  • The largest MSC Industrial Direct seller in Q3 2021 was Fidelity Investments, an estimated $80.3M sold.

Based on aggregated 13F filings for Q3 2021.