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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 %
BFM
326
Boothbay Fund Management
New York
$5.23M +$4.19M +7,180 +401%
Squarepoint
327
Squarepoint
New York
$5.19M -$34.6M -59,324 -87%
LFAS
328
Level Four Advisory Services
Texas
$5.11M -$15.4K -27 -0.3%
BAM
329
Bell Asset Management
Australia
$5.11M -$4.05M -6,944 -44%
ELI
330
Empire Life Investments
Ontario, Canada
$5.1M -$59.5K -102 -1%
VPIM
331
Vanguard Personalized Indexing Management
California
$5.01M +$665K +1,141 +15%
PE
332
Point72 Europe
United Kingdom
$4.95M +$4.95M +8,500 New
JF
333
Jump Financial
Illinois
$4.88M +$171K +294 +4%
QC
334
Quadrature Capital
United Kingdom
$4.83M -$3.99M -6,853 -45%
Mirae Asset Global ETFs Holdings
335
Mirae Asset Global ETFs Holdings
Hong Kong
$4.78M -$158K -271 -3%
ACM
336
Aquatic Capital Management
Illinois
$4.76M +$653K +1,120 +16%
FCM
337
Fortis Capital Management
Washington
$4.71M -$343K -588 -7%
CHAM
338
Clear Harbor Asset Management
Connecticut
$4.69M +$84.5K +145 +2%
PWG
339
Portside Wealth Group
Utah
$4.49M +$1.61M +2,761 +56%
CIBC World Market
340
CIBC World Market
Ontario, Canada
$4.45M -$250K -428 -5%
AIMCA
341
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.43M +$3.21M +5,500 +262%
SPIA
342
Steward Partners Investment Advisory
New York
$4.35M +$2.63M +4,516 +154%
RC
343
Roundview Capital
New Jersey
$4.32M +$150K +258 +4%
AA
344
ALPS Advisors
Colorado
$4.29M +$1.5M +2,580 +54%
ACM
345
Alpha Capital Management
Texas
$4.2M +$65.3K +112 +2%
YAM
346
Yacktman Asset Management
Texas
$4.14M – – –
AIM
347
Avanda Investment Management
Singapore
$4.14M -$4.92M -8,445 -54%
DC
348
Davenport & Co
Virginia
$4.14M +$23.7K +41 +0.6%
VA
349
Vident Advisory
Georgia
$4.05M -$1.46M -2,510 -27%
RJFSA
350
Raymond James Financial Services Advisors
Florida
$4.03M +$103K +177 +3%
12 13
14
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