Ownership history in Numeric Investors LLC · 47 quarters on record
This page tracks every 13F SEC filing in which Numeric Investors LLC reported a position in Morgan Stanley COM (MS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2017 Q4 | REDUCED | 4,877,760 | -563,900 | -10.4% | 1.86% | $255.9M | $41.06 |
| 2017 Q3 | ADDED | 5,441,660 | +2,131,100 | +64.4% | 2.01% | $262.1M | $37.51 |
| 2017 Q2 | ADDED | 3,310,560 | +802,200 | +32.0% | 1.31% | $147.5M | $34.51 |
| 2017 Q1 | ADDED | 2,508,360 | +429,277 | +20.6% | 0.98% | $107.5M | $33.03 |
| 2016 Q4 | REDUCED | 2,079,083 | -1,707,217 | -45.1% | 0.92% | $87.8M | $32.43 |
| 2016 Q3 | ADDED | 3,786,300 | +3,485,200 | +1157.5% | 1.25% | $121.4M | $24.46 |
| 2016 Q2 | REDUCED | 301,100 | -195,100 | -39.3% | 0.07% | $7.8M | $19.69 |
| 2016 Q1 | ADDED | 496,200 | +159,700 | +47.5% | 0.13% | $12.4M | $18.85 |
| 2015 Q4 | REDUCED | 336,500 | -3,733,086 | -91.7% | 0.11% | $10.7M | $23.83 |
| 2015 Q3 | ADDED | 4,069,586 | +1,571,100 | +62.9% | 1.49% | $128.2M | $23.49 |
As of 2025 Q4 — sorted by position size