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MSCI
MSCI

Overview Fund Activity

986 hedge funds and large institutions have $39.9B invested in MSCI in 2024 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 411 increasing their positions, 311 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
986
Holders Change
+61
Holders Change %
+6.59%
% of All Funds
14.26%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
136
Increased
411
Reduced
311
Closed
67
Calls
$75.3M
Puts
$120M
Net Calls
-$44.7M
Net Calls Change
+$78.4M

Top Buyers

1
Polen Capital Management
1
Polen Capital Management
Florida
$1.3B
2
Edgewood Management
2
Edgewood Management
Connecticut
$1.28B
3
ClearBridge Investments
3
ClearBridge Investments
New York
$153M
4
IIP
4
Intermede Investment Partners
United Kingdom
$134M
5
Millennium Management
5
Millennium Management
New York
$300M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$0
2
BlackRock
2
BlackRock
New York
$3.67B
3
Impax Asset Management Group
3
Impax Asset Management Group
United Kingdom
$0
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$483M
5
APG Asset Management
5
APG Asset Management
Netherlands
$15M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Nova Scotia
226
Bank of Nova Scotia
Ontario, Canada
$11.4M -$5.05M -8,657 -31%
SSA
227
Schonfeld Strategic Advisors
New York
$11.3M +$9.74M +16,710 +627%
Mariner
228
Mariner
Kansas
$11.3M +$925K +1,587 +9%
X
229
Xponance
Pennsylvania
$11.2M -$1.24M -2,127 -10%
ACIM
230
Azimuth Capital Investment Management
Michigan
$11.2M -$476K -816 -4%
OMC
231
Overbrook Management Corp
New York
$11.2M +$290K +497 +3%
FHA
232
First Horizon Advisors
Tennessee
$11.1M +$501K +859 +5%
TG
233
TCW Group
California
$11.1M -$324K -555 -3%
Truist Financial
234
Truist Financial
North Carolina
$11M -$6.07M -10,408 -35%
Empower Advisory Group
235
Empower Advisory Group
Colorado
$11M -$95K -163 -0.9%
UCFA
236
United Capital Financial Advisors
Texas
$11M +$184K +315 +2%
BP
237
BNP Paribas
France
$10.9M -$719K -1,234 -6%
Capital Fund Management (CFM)
238
Capital Fund Management (CFM)
France
$10.9M +$10.9M +18,655 New
MAM
239
Montanaro Asset Management
United Kingdom
$10.8M -$6.92M -11,875 -39%
ADEF
240
Adams Diversified Equity Fund
Maryland
$10.8M +$10.8M +18,600 New
JFG
241
Jefferies Financial Group
New York
$10.7M -$2.71M -4,641 -20%
FAM
242
Fred Alger Management
New York
$10.5M +$4.31M +7,399 +70%
Acadian Asset Management
243
Acadian Asset Management
Massachusetts
$10.4M +$4.07M +6,987 +64%
Hudson Bay Capital Management
244
Hudson Bay Capital Management
Connecticut
$10.2M +$10.2M +17,578 New
SMDAM
245
Sumitomo Mitsui DS Asset Management
Japan
$10.2M +$645K +1,107 +7%
PNC Financial Services Group
246
PNC Financial Services Group
Pennsylvania
$10.2M +$610K +1,046 +6%
BG
247
BDF Gestion
France
$10.2M – – –
Cerity Partners
248
Cerity Partners
New York
$10.1M +$2.41M +4,133 +31%
AI
249
Atria Investments
North Carolina
$10.1M +$1.81M +3,104 +22%
MGP
250
M&G plc
United Kingdom
$10M +$10M +17,230 New
8 9
10
11 12