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

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$0
2
BlackRock
BlackRock
New York
$3.67B
3
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$0
4
Fidelity Investments
Fidelity Investments
Massachusetts
$483M
5
APG Asset Management
APG Asset Management
Netherlands
$15M
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
276
Susquehanna International Group
Pennsylvania
$7.9M -$22.3M -38,265 -74%
AWP
277
Ascent Wealth Partners
New York
$7.84M +$1.8M +3,082 +30%
EAMA
278
EFG Asset Management (Americas)
Florida
$7.76M +$660K +1,133 +9%
BCIM
279
British Columbia Investment Management
British Columbia, Canada
$7.7M -$1.14M -1,956 -13%
Daiwa Securities Group
280
Daiwa Securities Group
Japan
$7.65M +$1.99M +3,409 +35%
DnB Asset Management
281
DnB Asset Management
Norway
$7.63M +$560K +961 +8%
URS
282
Utah Retirement Systems
Utah
$7.43M +$85.7K +147 +1%
MC
283
Middleton & Co
Massachusetts
$7.4M +$40.2K +69 +0.5%
M&T Bank
284
M&T Bank
New York
$7.4M -$1.33M -2,287 -15%
BHCM
285
Brevan Howard Capital Management
Jersey
$7.22M +$4.39M +7,535 +155%
TI
286
Tidal Investments
Wisconsin
$7.12M +$3.08M +5,283 +76%
KBC Group
287
KBC Group
Belgium
$7.12M +$753K +1,291 +12%
EDRH
288
Edmond de Rothschild Holding
Switzerland
$7.09M +$6.67M +11,443 +1,594%
MWM
289
Modera Wealth Management
New Jersey
$6.98M -$11.1K -19 -0.2%
ANTB
290
AMG National Trust Bank
Colorado
$6.95M +$89.8K +154 +1%
AAF
291
Andra AP-fonden
Sweden
$6.94M +$1.05M +1,800 +18%
OSAM
292
O'Shaughnessy Asset Management
Connecticut
$6.81M +$1.13M +1,867 +20%
NYLIM
293
New York Life Investment Management
New York
$6.76M -$146K -251 -2%
SOADOR
294
State of Alaska Department of Revenue
Alaska
$6.71M +$306K +525 +5%
HBCM
295
Heron Bay Capital Management
Michigan
$6.71M -$495K -849 -7%
EW
296
Evoke Wealth
California
$6.69M +$6.69M +11,480 New
NA
297
NewEdge Advisors
Louisiana
$6.56M +$1.63M +2,793 +33%
USAA
298
United Services Automobile Association
Texas
$6.54M -$1.39M -2,392 -18%
Creative Planning
299
Creative Planning
Kansas
$6.46M +$874K +1,499 +16%
BA
300
Bellwether Advisors
Nebraska
$6.44M +$6.44M +11,050 New
10 11
12
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