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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 %
CIA
251
Choate Investment Advisors
Massachusetts
$10.9M +$7.62M +12,699 +235%
ACM
252
Aquatic Capital Management
Illinois
$10.8M +$5.94M +9,896 +121%
ProShare Advisors
253
ProShare Advisors
Maryland
$10.8M +$1.01M +1,688 +10%
UCFA
254
United Capital Financial Advisors
Texas
$10.7M -$588K -980 -5%
SMDAM
255
Sumitomo Mitsui DS Asset Management
Japan
$10.6M +$42K +70 +0.4%
FLII
256
First Long Island Investors
New York
$10.5M +$350K +584 +3%
BFM
257
Boothbay Fund Management
New York
$10.4M +$4.98M +8,304 +93%
PNC Financial Services Group
258
PNC Financial Services Group
Pennsylvania
$10.2M -$319K -531 -3%
MAM
259
Montanaro Asset Management
United Kingdom
$10.2M -$960K -1,600 -9%
CNB
260
Czech National Bank
Czech Republic
$10.2M +$583K +972 +6%
Retirement Systems of Alabama
261
Retirement Systems of Alabama
Alabama
$10.2M -$138K -230 -1%
AI
262
Atria Investments
North Carolina
$10M -$349K -581 -3%
COPPSERS
263
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$10M -$274K -457 -3%
AB
264
Amalgamated Bank
New York
$9.79M -$10.2K -17 -0.1%
Daiwa Securities Group
265
Daiwa Securities Group
Japan
$9.75M +$1.87M +3,111 +24%
SPC
266
Stony Point Capital
New York
$9.72M – – –
MGP
267
M&G plc
United Kingdom
$9.71M -$626K -1,043 -6%
PIM
268
Progressive Investment Management
Oregon
$9.62M -$190K -316 -2%
NAM
269
Nutshell Asset Management
United Kingdom
$9.61M +$9.61M +16,016 New
SCM
270
Sterling Capital Management
North Carolina
$9.46M +$157K +261 +2%
NEI
271
Northwest & Ethical Investments
Ontario, Canada
$9.24M +$3.42M +5,698 +59%
JF
272
Jump Financial
Illinois
$9.2M +$4.17M +6,952 +83%
EAMA
273
EFG Asset Management (Americas)
Florida
$9.1M +$1.11M +1,847 +14%
Pathstone Holdings
274
Pathstone Holdings
New Jersey
$9.09M -$51K -85 -0.6%
UIM
275
USS Investment Management
United Kingdom
$9.04M -$880K -1,466 -9%
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