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MSCI
MSCI

Overview Fund Activity

1,055 hedge funds and large institutions have $42.3B invested in MSCI in 2024 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 400 increasing their positions, 354 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,055
Holders Change
+69
Holders Change %
+7%
% of All Funds
14.04%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
161
Increased
400
Reduced
354
Closed
76
Calls
$98.3M
Puts
$172M
Net Calls
-$74.1M
Net Calls Change
-$29.4M

Top Buyers

1
EQF
Evergreen Quality Fund
Cayman Islands
+$354M
2
Bessemer Group
Bessemer Group
New Jersey
+$350M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$245M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$191M
5
UBS Group
UBS Group
Switzerland
+$115M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$433M
2
BlackRock
BlackRock
New York
-$215M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$213M
4
Millennium Management
Millennium Management
New York
-$149M
5
SGA
Sustainable Growth Advisers
Connecticut
-$123M
Name Holding Trade Value Shares
Change 		Shares
Change %
BMSSC
226
B. Metzler seel. Sohn & Co
Germany
$14M -$499K -833 -3%
WPI
227
Walter Public Investments
Canada
$14M +$2.18M +3,634 +19%
MJRIC
228
Mogy Joel R Investment Counsel
California
$13.8M +$682K +1,136 +5%
MIM
229
MetLife Investment Management
New Jersey
$13.6M +$118K +197 +0.9%
BVDMP
230
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$13.5M – – –
ASRS
231
Arizona State Retirement System
Arizona
$13.5M -$146K -244 -1%
Focus Partners Wealth
232
Focus Partners Wealth
Massachusetts
$13.5M +$9.33M +15,547 +225%
WC
233
Westwind Capital
New Mexico
$13.3M +$112K +187 +0.9%
MIF
234
Mediolanum International Funds
Ireland
$13.1M +$8.98M +15,005 +219%
MGWM
235
Marks Group Wealth Management
Minnesota
$12.9M +$359K +598 +3%
2
236
2Xideas
Switzerland
$12.9M +$3.38M +5,625 +35%
CF
237
Corebridge Financial
Texas
$12.8M +$13.8K +23 +0.1%
MWM
238
Moran Wealth Management
Florida
$12.3M +$271K +451 +2%
Public Sector Pension Investment Board (PSP Investments)
239
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$12.2M +$3.96M +6,598 +48%
RC
240
RBF Capital
California
$12M – – –
Mariner
241
Mariner
Kansas
$11.9M +$295K +492 +3%
TAM
242
Trillium Asset Management
Massachusetts
$11.8M -$1.03M -1,724 -8%
CB
243
Commerce Bank
Missouri
$11.8M -$397K -661 -3%
X
244
Xponance
Pennsylvania
$11.8M +$204K +340 +2%
Cerity Partners
245
Cerity Partners
New York
$11.5M +$1.25M +2,116 +12%
FHA
246
First Horizon Advisors
Tennessee
$11.3M -$50.4K -84 -0.4%
Empower Advisory Group
247
Empower Advisory Group
Colorado
$11.3M -$45.6K -76 -0.4%
Truist Financial
248
Truist Financial
North Carolina
$11.2M -$186K -310 -2%
BP
249
BNP Paribas
France
$11.1M -$133K -222 -1%
OMC
250
Overbrook Management Corp
New York
$11.1M -$462K -770 -4%
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