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MS - MORGAN STANLEY

This page shows which of the focused investors we track hold MS and how their positions changed, so you can see how much conviction the group has in the stock.

In Q3 2018 it was held by 5 managers with an aggregate reported value of $1.36B, which is 0.15% of the combined portfolio.

As of Q3 2018, 5 tracked institutional managers held MS (MORGAN STANLEY) with an aggregate reported value of $1.36B0.15% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q3 2018
Ticker
MS

13F data is delayed and excludes shorts/non-13F assets.

Holders

1ValueAct Capital - ValueAct Capital9.53%Add +11.2%20,810,470$969.14M
2Richard Pzena - Pzena Investment Management1.83%Reduce -1.8%8,099,085$377.17M
3David Katz - Matrix Asset Advisors1.22%Reduce -2.1%164,189$7.65M
4Lee Ainslie - Maverick Capital0.09%Reduce -13.3%152,420$7.1M
5First Pacific Advisors - First Pacific Advisors0.00%Reduce -28.5%8,150$380K
Loading holder history for MS