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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 %
Lazard Asset Management
301
Lazard Asset Management
New York
$7.22M +$791K +1,319 +12%
EDRH
302
Edmond de Rothschild Holding
Switzerland
$7.21M -$90K -150 -1%
NA
303
NewEdge Advisors
Louisiana
$7.11M +$355K +591 +5%
ANTB
304
AMG National Trust Bank
Colorado
$7.06M -$92.3K -154 -1%
HBCM
305
Heron Bay Capital Management
Michigan
$6.96M +$57K +95 +0.8%
Verition Fund Management
306
Verition Fund Management
Connecticut
$6.9M +$3.01M +5,017 +77%
SOADOR
307
State of Alaska Department of Revenue
Alaska
$6.79M -$120K -200 -2%
WM
308
Whitford Management
New York
$6.77M +$6.77M +11,283 New
USAA
309
United Services Automobile Association
Texas
$6.73M – – –
PFSRSONJ
310
Police & Firemen's Retirement System of New Jersey
New Jersey
$6.67M +$6.67M +11,113 New
JFG
311
Jefferies Financial Group
New York
$6.64M -$4.34M -7,230 -40%
EW
312
Evoke Wealth
California
$6.56M -$328K -546 -5%
BHCM
313
Brevan Howard Capital Management
Jersey
$6.47M -$959K -1,599 -13%
Cetera Investment Advisers
314
Cetera Investment Advisers
Illinois
$6.38M -$8.4K -14 -0.1%
MCM
315
Marsico Capital Management
Colorado
$6.36M – – –
SCM
316
Sone Capital Management
New York
$6.31M +$6.31M +10,514 New
NYLIM
317
New York Life Investment Management
New York
$6.29M -$667K -1,112 -10%
BWP
318
Baldwin Wealth Partners
Massachusetts
$6.29M +$347K +579 +6%
VPI
319
Value Partners Investments
Manitoba, Canada
$6.27M +$221K +302 +4%
FIM
320
Fernwood Investment Management
Massachusetts
$6.21M +$85.8K +143 +1%
JIM
321
Jensen Investment Management
Oregon
$6.21M – – –
Mirae Asset Global ETFs Holdings
322
Mirae Asset Global ETFs Holdings
Hong Kong
$6.19M +$1.27M +2,115 +26%
ACM
323
Advisors Capital Management
New Jersey
$6.17M +$124K +207 +2%
HF
324
HRT Financial
New York
$6.03M -$6.72M -11,195 -53%
CCFCSB
325
Cape Cod Five Cents Savings Bank
Massachusetts
$5.96M – – –
11 12
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