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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 %
Lazard Asset Management
301
Lazard Asset Management
New York
$6.24M -$5.75M -9,861 -48%
Cetera Investment Advisers
302
Cetera Investment Advisers
Illinois
$6.2M +$762K +1,308 +14%
LCM
303
Logan Capital Management
Pennsylvania
$6.2M -$25.6K -44 -0.4%
MCM
304
Marsico Capital Management
Colorado
$6.18M -$5.15M -8,837 -45%
Mackenzie Financial
305
Mackenzie Financial
Ontario, Canada
$6.14M -$443K -760 -7%
JIM
306
Jensen Investment Management
Oregon
$6.03M +$630K +1,080 +12%
CCFCSB
307
Cape Cod Five Cents Savings Bank
Massachusetts
$5.96M +$113K +193 +2%
FIM
308
Fernwood Investment Management
Massachusetts
$5.95M -$30.3K -52 -0.5%
ACM
309
Advisors Capital Management
New Jersey
$5.88M +$132K +226 +2%
BWP
310
Baldwin Wealth Partners
Massachusetts
$5.77M +$52.5K +90 +0.9%
TPM
311
Totem Point Management
New York
$5.72M +$5.72M +9,806 New
Caisse de Depot et Placement du Quebec (CDPQ)
312
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$5.71M +$5.71M +9,800 New
PHK
313
Point72 Hong Kong
Hong Kong
$5.7M +$5.7M +9,777 New
VPI
314
Value Partners Investments
Manitoba, Canada
$5.67M +$2.99M +4,359 +112%
NEI
315
Northwest & Ethical Investments
Ontario, Canada
$5.66M +$527K +904 +10%
MOACM
316
Mutual of America Capital Management
New York
$5.65M -$177K -303 -3%
Janus Henderson Group
317
Janus Henderson Group
United Kingdom
$5.62M +$113K +194 +2%
NAM
318
Nissay Asset Management
Japan
$5.61M -$156K -268 -3%
YCM
319
Yousif Capital Management
Michigan
$5.59M -$117K -201 -2%
ECM
320
ExodusPoint Capital Management
New York
$5.55M -$2.07M -3,556 -27%
DCM
321
Donaldson Capital Management
Indiana
$5.51M +$122K +209 +2%
LGF
322
LGT Group Foundation
Liechtenstein
$5.41M +$53.1K +90 +1%
Commonwealth Equity Services
323
Commonwealth Equity Services
Massachusetts
$5.41M -$1.63M -2,799 -23%
FCI
324
Financial Counselors Inc
Kansas
$5.39M +$32.1K +55 +0.6%
II
325
Inspire Investing
Idaho
$5.24M -$605K -1,038 -10%
11 12
13
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