HoldingsChannel.com
| Filer | 9/30/2016 Share Count | 12/31/2016 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing MFS Share Count | ||||
| JPMorgan Chase & Co. | 4 | 12,104 | +12,100 | +302500.00% |
| Envestnet Asset Management Inc. | 1,178 | 25,806 | +24,628 | +2090.66% |
| Millennium Management LLC | 17,812 | 301,249 | +283,437 | +1591.27% |
| Barclays PLC | 2,356 | 20,444 | +18,088 | +767.74% |
| Nationwide Fund Advisors | 29,454 | 123,197 | +93,743 | +318.27% |
| Renaissance Technologies LLC | 216,500 | 485,100 | +268,600 | +124.06% |
| HBK Investments L P | 109,599 | 243,240 | +133,641 | +121.94% |
| Bank of America Corp DE | 121,668 | 241,902 | +120,234 | +98.82% |
| 27,079 | 53,621 | +26,542 | +98.02% | |
| 52,448 | 99,705 | +47,257 | +90.10% | |
| Deutsche Bank AG | 516,340 | 979,380 | +463,040 | +89.68% |
| Northwestern Mutual Wealth Management Co. | 1,330 | 2,344 | +1,014 | +76.24% |
| Capstone Investment Advisors LLC | 19,592 | 33,069 | +13,477 | +68.79% |
| Victory Capital Management Inc. | 2,354,638 | 3,738,996 | +1,384,358 | +58.79% |
| Credit Suisse AG | 88,409 | 134,506 | +46,097 | +52.14% |
| Nordea Investment Management AB | 147,902 | 204,157 | +56,255 | +38.04% |
| Wells Fargo & Company MN | 359,015 | 493,450 | +134,435 | +37.45% |
| Consolidated Investment Group LLC | 50,000 | 68,000 | +18,000 | +36.00% |
| Raymond James & Associates | 35,236 | 44,967 | +9,731 | +27.62% |
| Bank of Montreal Can | 17,904 | 22,445 | +4,541 | +25.36% |
| TD Asset Management Inc. | 35,500 | 44,200 | +8,700 | +24.51% |
| HighVista Strategies LLC | 256,787 | 315,522 | +58,735 | +22.87% |
| Teachers Retirement System of The State of Kentucky | 26,375 | 31,751 | +5,376 | +20.38% |
| Champlain Investment Partners LLC | 2,583,505 | 3,108,450 | +524,945 | +20.32% |
| 59,750 | 70,025 | +10,275 | +17.20% | |
| Raymond James Financial Services Advisors Inc. | 12,381 | 14,481 | +2,100 | +16.96% |
| Wellington Management Group LLP | 579,973 | 678,038 | +98,065 | +16.91% |
| D.A. Davidson & CO. | 600 | 689 | +89 | +14.83% |
| BNP Paribas Arbitrage SA | 2,099 | 2,410 | +311 | +14.82% |
| Goldman Sachs Group Inc. | 1,126,347 | 1,288,886 | +162,539 | +14.43% |
| Charles Schwab Investment Management Inc. | 278,460 | 318,617 | +40,157 | +14.42% |
| Northern Trust Corp | 571,692 | 648,678 | +76,986 | +13.47% |
| Price T Rowe Associates Inc. MD | 4,842,017 | 5,486,667 | +644,650 | +13.31% |
| Amalgamated Bank | 17,451 | 19,734 | +2,283 | +13.08% |
| Invesco Ltd. | 31,845 | 35,611 | +3,766 | +11.83% |
| Ninety One UK Ltd | 4,862,756 | 5,429,339 | +566,583 | +11.65% |
| US Bancorp DE | 22,948 | 24,859 | +1,911 | +8.33% |
| Oak Ridge Investments LLC | 1,797,528 | 1,931,212 | +133,684 | +7.44% |
| Baird Financial Group Inc. | 15,402 | 16,474 | +1,072 | +6.96% |
| 1,305,110 | 1,395,009 | +89,899 | +6.89% | |
| Geode Capital Management LLC | 897,252 | 956,334 | +59,082 | +6.58% |
| Bank of New York Mellon Corp | 462,672 | 492,144 | +29,472 | +6.37% |
| Scout Investments Inc. | 13,043 | 13,817 | +774 | +5.93% |
| New York State Common Retirement Fund | 251,200 | 264,200 | +13,000 | +5.18% |
| Ameriprise Financial Inc. | 207,876 | 218,499 | +10,623 | +5.11% |
| 72,661 | 76,321 | +3,660 | +5.04% | |
| Rhumbline Advisers | 144,101 | 150,510 | +6,409 | +4.45% |
| Swiss National Bank | 206,100 | 214,300 | +8,200 | +3.98% |
| State Street Corp | 1,552,406 | 1,602,430 | +50,024 | +3.22% |
| Kensico Capital Management Corp | 13,295,400 | 13,693,200 | +397,800 | +2.99% |
| Vanguard Group Inc. | 10,108,962 | 10,373,367 | +264,405 | +2.62% |
| RWC Asset Management LLP | 58,212 | 59,612 | +1,400 | +2.41% |
| PDT Partners LLC | 109,000 | 110,013 | +1,013 | +0.93% |
| Redmond Asset Management LLC | 36,392 | 36,617 | +225 | +0.62% |
| Creative Planning | 4,769 | 4,796 | +27 | +0.57% |
| Dimensional Fund Advisors LP | 3,858,132 | 3,870,215 | +12,083 | +0.31% |
| 8,351 | 8,355 | +4 | +0.05% | |
| 13F Filers Reporting New Positions In MFS | ||||
| DNB Asset Management AS | 0 | 214,300 | +214,300 | +100% |
| Russell Investments Group Ltd. | 0 | 252,902 | +252,902 | +100% |
| Tygh Capital Management Inc. | 0 | 174,270 | +174,270 | +100% |
| Alambic Investment Management L.P. | 0 | 59,500 | +59,500 | +100% |
| Eidelman Virant Capital | 0 | 533,200 | +533,200 | +100% |
| Three Peaks Capital Management LLC | 0 | 100,000 | +100,000 | +100% |
| Teza Capital Management LLC | 0 | 13,382 | +13,382 | +100% |
| Massmutual Trust Co. FSB ADV | 0 | 1,000 | +1,000 | +100% |
| Lazard Asset Management LLC | 0 | 2,253,357 | +2,253,357 | +100% |
| Eagle Asset Management Inc. | 0 | 615,307 | +615,307 | +100% |
| AXA S.A. | 0 | 23,004 | +23,004 | +100% |
| Epoch Investment Partners Inc. | 0 | 1,062,518 | +1,062,518 | +100% |
| 0 | 60,710 | +60,710 | +100% | |
| Prelude Capital Management LLC | 0 | 6,200 | +6,200 | +100% |
| 0 | 811,110 | +811,110 | +100% | |
| IHT Wealth Management LLC | 0 | 1,197 | +1,197 | +100% |
| Glenmede Trust Co. NA | 0 | 303 | +303 | +100% |
| Invictus RG | 0 | 17,913 | +17,913 | +100% |
| Wexford Capital LP | 0 | 23,258 | +23,258 | +100% |
| Two Sigma Advisers LP | 0 | 14,100 | +14,100 | +100% |
| Nomura Asset Management Co. Ltd. | 0 | 600 | +600 | +100% |
| EFG Asset Management Americas Corp. | 0 | 156,383 | +156,383 | +100% |
| Select Equity Group L.P. | 0 | 1,396,209 | +1,396,209 | +100% |
| 0 | 39,372 | +39,372 | +100% | |
| Earnest Partners LLC | 0 | 37 | +37 | +100% |
| Squarepoint Ops LLC | 0 | 21,500 | +21,500 | +100% |
| D. E. Shaw & Co. Inc. | 0 | 100,725 | +100,725 | +100% |
| Ancora Advisors LLC | 0 | 550 | +550 | +100% |
| Gotham Asset Management LLC | 0 | 36,540 | +36,540 | +100% |
| 0 | 1,020 | +1,020 | +100% | |
| Diversified Trust Co | 0 | 10,500 | +10,500 | +100% |
| Gates Capital Management Inc. | 0 | 2,040,642 | +2,040,642 | +100% |
| Sowell Financial Services LLC | 0 | 8,264 | +8,264 | +100% |
| Norges Bank | 0 | 988,145 | +988,145 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Cutler Group LP | 300 | 300 | UNCH | 0.00% |
| Nisa Investment Advisors LLC | 6,100 | 6,100 | UNCH | 0.00% |
| 895 | 895 | UNCH | 0.00% | |
| Sonora Investment Management LLC | 201 | 201 | UNCH | 0.00% |
| CWM LLC | 3,091 | 3,091 | UNCH | 0.00% |
| Delta Asset Management LLC TN | 948 | 948 | UNCH | 0.00% |
| Leavell Investment Management Inc. | 13,833 | 13,833 | UNCH | 0.00% |
| Bartlett & Co. LLC | 2,000 | 2,000 | UNCH | 0.00% |
| Proficio Capital Partners LLC | 12 | 12 | UNCH | 0.00% |
| Joel Isaacson & Co. LLC | 786 | 786 | UNCH | 0.00% |
| JFS Wealth Advisors LLC | 58 | 58 | UNCH | 0.00% |
| Shaker Investments LLC OH | 37,000 | 37,000 | UNCH | 0.00% |
| Isthmus Partners LLC | 800 | 800 | UNCH | 0.00% |
| Ironwood Investment Management LLC | 42,045 | 42,045 | UNCH | 0.00% |
| Valley National Advisers Inc. | 197 | 197 | UNCH | 0.00% |
| NEXT Financial Group Inc | 100 | 100 | UNCH | 0.00% |
| Winch Advisory Services LLC | 606 | 606 | UNCH | 0.00% |
| KBC Group NV | 17,300 | 17,300 | UNCH | 0.00% |
| Hudock Inc. | 1,004 | 1,004 | UNCH | 0.00% |
| The PNC Financial Services Group Inc. | 27,850 | 27,850 | UNCH | 0.00% |
| IFP Advisors Inc | 1,100 | 1,100 | UNCH | 0.00% |
| Wealthspire Advisors L.P. | 1,849 | 1,849 | UNCH | 0.00% |
| Sandy Spring Bank | 1,200 | 1,200 | UNCH | 0.00% |
| Utah Retirement Systems | 22,996 | 22,996 | UNCH | 0.00% |
| Dubuque Bank & Trust | 1,291 | 1,291 | UNCH | 0.00% |
| Employees Retirement System of Texas | 360,000 | 360,000 | UNCH | 0.00% |
| Gabelli Funds LLC | 197,000 | 197,000 | UNCH | 0.00% |
| Hsbc Holdings PLC | 15,770 | 15,770 | UNCH | 0.00% |
| Zurcher Kantonalbank Zurich Cantonalbank | 4,966 | 4,966 | UNCH | 0.00% |
| RE Advisers Corp | 2,183,900 | 2,183,900 | UNCH | 0.00% |
| Icahn Carl C | 10,582,660 | 10,582,660 | UNCH | 0.00% |
| Abrams Capital Management L.P. | 11,255,323 | 11,255,323 | UNCH | 0.00% |
| Jacobi Capital Management LLC | 4,200 | 4,200 | UNCH | 0.00% |
| Eaton Vance Management | 83,741 | 83,741 | UNCH | 0.00% |
| Bamco Inc. NY | 1,250,000 | 1,250,000 | UNCH | 0.00% |
| CCM Investment Advisers LLC | 22,000 | 22,000 | UNCH | 0.00% |
| Salem Investment Counselors Inc. | 150 | 150 | UNCH | 0.00% |
| Public Employees Retirement System of Ohio | 57,652 | 57,652 | UNCH | 0.00% |
| Asset Dedication LLC | 900 | 900 | UNCH | 0.00% |
| 13F Filers Decreasing MFS Share Count | ||||
| Harris Associates L P | 4,015,082 | 89,500 | -3,925,582 | -97.77% |
| Paloma Partners Management Co | 32,604 | 10,000 | -22,604 | -69.33% |
| Fifth Third Bancorp | 9,756 | 3,326 | -6,430 | -65.91% |
| 33,128 | 15,621 | -17,507 | -52.85% | |
| CNH Partners LLC | 36,879 | 19,958 | -16,921 | -45.88% |
| 26,672 | 15,000 | -11,672 | -43.76% | |
| Pictet Asset Management Ltd. | 173,171 | 100,000 | -73,171 | -42.25% |
| Cipher Capital LP | 18,550 | 10,937 | -7,613 | -41.04% |
| Segall Bryant & Hamill LLC | 24,669 | 15,053 | -9,616 | -38.98% |
| 2,375,269 | 1,546,586 | -828,683 | -34.89% | |
| Royal Bank of Canada | 871,283 | 579,835 | -291,448 | -33.45% |
| 148,284 | 100,973 | -47,311 | -31.91% | |
| Great West Life Assurance Co. Can | 16,745 | 12,045 | -4,700 | -28.07% |
| Federated Hermes Inc. | 673,963 | 492,865 | -181,098 | -26.87% |
| UBS Group AG | 10,880 | 7,973 | -2,907 | -26.72% |
| Teacher Retirement System of Texas | 13,765 | 10,354 | -3,411 | -24.78% |
| State of Wisconsin Investment Board | 645,200 | 491,700 | -153,500 | -23.79% |
| UBS Asset Management Americas Inc. | 119,379 | 91,402 | -27,977 | -23.44% |
| 13D Management LLC | 597,881 | 457,870 | -140,011 | -23.42% |
| 37,088 | 28,544 | -8,544 | -23.04% | |
| Cambridge Investment Research Advisors Inc. | 25,592 | 19,914 | -5,678 | -22.19% |
| OMERS ADMINISTRATION Corp | 41,700 | 33,400 | -8,300 | -19.90% |
| Birmingham Capital Management Co. Inc. AL | 21,805 | 17,475 | -4,330 | -19.86% |
| 121,618 | 97,493 | -24,125 | -19.84% | |
| Jefferies Group LLC | 35,961 | 28,833 | -7,128 | -19.82% |
| BlackRock Inc. | 55,804 | 46,105 | -9,699 | -17.38% |
| Van ECK Associates Corp | 2,246 | 1,859 | -387 | -17.23% |
| 13,094 | 10,904 | -2,190 | -16.73% | |
| IBM Retirement Fund | 12,181 | 10,225 | -1,956 | -16.06% |
| Legal & General Group Plc | 71,384 | 60,104 | -11,280 | -15.80% |
| Toth Financial Advisory Corp | 33,680 | 28,780 | -4,900 | -14.55% |
| LPL Financial LLC | 30,621 | 26,214 | -4,407 | -14.39% |
| Morgan Stanley | 3,000,880 | 2,637,843 | -363,037 | -12.10% |
| Sei Investments Co. | 178,634 | 158,985 | -19,649 | -11.00% |
| 11,735 | 10,535 | -1,200 | -10.23% | |
| Tower Research Capital LLC TRC | 1,300 | 1,189 | -111 | -8.54% |
| Freshford Capital Management LLC | 1,843,394 | 1,689,444 | -153,950 | -8.35% |
| NumerixS Investment Technologies Inc | 11,600 | 10,699 | -901 | -7.77% |
| Voya Investment Management LLC | 49,011 | 45,373 | -3,638 | -7.42% |
| State Board of Administration of Florida Retirement System | 219,948 | 203,658 | -16,290 | -7.41% |
| BOKF NA | 40,750 | 38,100 | -2,650 | -6.50% |
| Parametric Portfolio Associates LLC | 157,000 | 147,432 | -9,568 | -6.09% |
| Howard Hughes Medical Institute | 96,768 | 91,968 | -4,800 | -4.96% |
| California Public Employees Retirement System | 273,900 | 262,700 | -11,200 | -4.09% |
| Associated Banc Corp | 112,138 | 107,726 | -4,412 | -3.93% |
| Citigroup Inc. | 17,135 | 16,493 | -642 | -3.75% |
| The Manufacturers Life Insurance Company | 921,092 | 887,354 | -33,738 | -3.66% |
| Metropolitan Life Insurance Co NY | 6,055 | 5,836 | -219 | -3.62% |
| 135,271 | 130,620 | -4,651 | -3.44% | |
| 34,897 | 33,757 | -1,140 | -3.27% | |
| 4,629 | 4,495 | -134 | -2.89% | |
| American International Group Inc. | 3,509 | 3,415 | -94 | -2.68% |
| California State Teachers Retirement System | 273,839 | 266,839 | -7,000 | -2.56% |
| Guggenheim Capital LLC | 95,462 | 93,248 | -2,214 | -2.32% |
| Obermeyer Wood Investment Counsel Lllp | 1,338,825 | 1,313,887 | -24,938 | -1.86% |
| Alliancebernstein L.P. | 89,695 | 88,132 | -1,563 | -1.74% |
| 57,636 | 56,725 | -911 | -1.58% | |
| Philadelphia Trust Co. | 12,470 | 12,295 | -175 | -1.40% |
| Panagora Asset Management Inc. | 167,939 | 166,097 | -1,842 | -1.10% |
| Principal Financial Group Inc. | 879,532 | 872,512 | -7,020 | -0.80% |
| Van Strum & Towne Inc. | 61,570 | 61,245 | -325 | -0.53% |
| River Wealth Advisors LLC | 57,482 | 57,182 | -300 | -0.52% |
| Quadrant Capital Group LLC | 1,178 | 1,172 | -6 | -0.51% |
| 3,337,047 | 3,320,282 | -16,765 | -0.50% | |
| Aperio Group LLC | 39,112 | 38,938 | -174 | -0.44% |
| Public Employees Retirement Association of Colorado | 31,968 | 31,953 | -15 | -0.05% |
| 13F Filers Exiting MFS | ||||
| Macquarie Group Ltd. | 160,233 | 0 | -160,233 | -100.00% |
| Cetera Advisor Networks LLC | 10,620 | 0 | -10,620 | -100.00% |
| Cubist Systematic Strategies LLC | 16,800 | 0 | -16,800 | -100.00% |
| Alyeska Investment Group L.P. | 62,167 | 0 | -62,167 | -100.00% |
| Tudor Investment Corp Et Al | 12,824 | 0 | -12,824 | -100.00% |
| 44,249 | 0 | -44,249 | -100.00% | |
| 3,643,662 | 0 | -3,643,662 | -100.00% | |
| 211 | 0 | -211 | -100.00% | |
| FMR LLC | 1,068,025 | 0 | -1,068,025 | -100.00% |
| Parallax Volatility Advisers L.P. | 20,566 | 0 | -20,566 | -100.00% |
| Putnam Investments LLC | 275,806 | 0 | -275,806 | -100.00% |
| Jackson Square Partners LLC | 301,919 | 0 | -301,919 | -100.00% |
| 40,000 | 0 | -40,000 | -100.00% | |
| 538,450 | 0 | -538,450 | -100.00% | |
| Adage Capital Partners GP L.L.C. | 190,425 | 0 | -190,425 | -100.00% |
| Citadel Advisors LLC | 42,258 | 0 | -42,258 | -100.00% |
| Marshall Wace LLP | 494,956 | 0 | -494,956 | -100.00% |
| Virtus Fund Advisers LLC | 28,786 | 0 | -28,786 | -100.00% |
| Bessemer Group Inc. | 189 | 0 | -189 | -100.00% |
| Artemis Investment Management LLP | 188,275 | 0 | -188,275 | -100.00% |
| 257,294 | 0 | -257,294 | -100.00% | |
| Engineers Gate Manager LP | 26,292 | 0 | -26,292 | -100.00% |
| 18,500 | 0 | -18,500 | -100.00% | |
| 10,025 | 0 | -10,025 | -100.00% | |
| Mycio Wealth Partners LLC | 1,000 | 0 | -1,000 | -100.00% |
| Neuberger Berman Group LLC | 755,945 | 0 | -755,945 | -100.00% |
| Investment Partners LTD. | 15,200 | 0 | -15,200 | -100.00% |
| 10,255 | 0 | -10,255 | -100.00% | |
| 1,890 | 0 | -1,890 | -100.00% | |
See Summary: Institutional Holders of MFS
See Details: Top 10 Hedge Funds Holding MFS
