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MSC Industrial Direct

358 hedge funds and large institutions have $3.11B invested in MSC Industrial Direct in 2022 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 133 increasing their positions, 118 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 33

13% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 118

1% more funds holding

Funds holding: 355358 (+3)

0.71% more ownership

Funds ownership: 89.39%90.1% (+0.71%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

2% less capital invested

Capital invested by funds: $3.17B → $3.11B (-$57.8M)

30% less call options, than puts

Call options by funds: $3.79M | Put options by funds: $5.42M

Holders
358
Holders Change
+3
Holders Change %
+0.85%
% of All Funds
6.17%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
39
Increased
133
Reduced
118
Closed
33
Calls
$3.79M
Puts
$5.42M
Net Calls
-$1.64M
Net Calls Change
-$4.41M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$422M +$9.59M +121,696 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$326M +$5.7M +72,338 +2%
American Century Companies
3
American Century Companies
Missouri
$215M -$31.8M -402,866 -12%
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$117M +$58.9M +746,703 +87%
State Street
5
State Street
Massachusetts
$96.3M +$4.84M +61,335 +5%
EIP
6
Epoch Investment Partners
New York
$91.1M -$7.56M -95,961 -7%
NC
7
Nitorum Capital
New York
$79.4M +$1.83M +23,200 +2%
NSCM
8
New South Capital Management
Tennessee
$70.8M +$77.3K +980 +0.1%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$68.7M -$3.81M -48,270 -5%
Charles Schwab
10
Charles Schwab
California
$68.6M +$6.48M +82,242 +10%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$53.9M +$1.76M +22,332 +3%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$51.7M +$4.45M +56,436 +9%
ORIO
13
Old Republic International (ORI)
Illinois
$46.7M
PIM
14
Paradice Investment Management
Colorado
$45.5M +$662K +8,403 +1%
AllianceBernstein
15
AllianceBernstein
Tennessee
$41.5M -$620K -7,861 -1%
AQR Capital Management
16
AQR Capital Management
Connecticut
$39.8M +$8.4M +106,615 +24%
ClearBridge Investments
17
ClearBridge Investments
New York
$39.3M -$5.29M -67,100 -11%
5NCM
18
59 North Capital Management
Texas
$37.7M +$8.03M +101,856 +24%
Norges Bank
19
Norges Bank
Norway
$35.6M +$5.08M +64,474 +15%
Morgan Stanley
20
Morgan Stanley
New York
$34.7M +$1.53M +19,414 +4%
Pzena Investment Management
21
Pzena Investment Management
New York
$33.3M
BTW
22
Boston Trust Walden
Massachusetts
$28.9M +$13.1M +166,585 +72%
Invesco
23
Invesco
Georgia
$28.8M -$2.32M -29,420 -7%
Northern Trust
24
Northern Trust
Illinois
$26.8M -$231K -2,926 -0.8%
YAM
25
Yacktman Asset Management
Texas
$26.6M -$69.3M -879,240 -71%

MSM Hedge Fund Activity: Q3 2022 in Review

358 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in MSC Industrial Direct (MSM) for Q3 2022, worth a combined $3.11B — down 1.8% from $3.17B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new MSM positions and 33 closed out — a net gain of 6 holders — while 133 added to existing stakes and 118 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $58.9M. The largest seller was Yacktman Asset Management, cutting an estimated $69.3M.

  • 358 institutional investors held MSC Industrial Direct (MSM) as of Q3 2022, up from 355 in Q2 2022.
  • Funds reported $3.11B of MSC Industrial Direct stock for Q3 2022, down 1.8% quarter-over-quarter.
  • 39 funds opened new MSC Industrial Direct positions in Q3 2022 and 33 closed out, a net change of +6 holders.
  • The largest MSC Industrial Direct buyer in Q3 2022 was Janus Henderson Group, an estimated $58.9M added.
  • The largest MSC Industrial Direct seller in Q3 2022 was Yacktman Asset Management, an estimated $69.3M sold.

Based on aggregated 13F filings for Q3 2022.