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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 %
NAM
326
Nissay Asset Management
Japan
$5.86M -$4.27K -7 -0.1%
DCM
327
Donaldson Capital Management
Indiana
$5.86M +$181K +302 +3%
Pacer Advisors
328
Pacer Advisors
Pennsylvania
$5.84M +$2.33M +3,890 +67%
LFAS
329
Level Four Advisory Services
Texas
$5.75M +$380K +633 +7%
LF
330
Lansforsakringar Fondforvaltning
Sweden
$5.68M +$5.68M +9,467 New
LGF
331
LGT Group Foundation
Liechtenstein
$5.68M +$173K +289 +3%
Janus Henderson Group
332
Janus Henderson Group
United Kingdom
$5.66M -$133K -221 -2%
MOACM
333
Mutual of America Capital Management
New York
$5.63M -$179K -298 -3%
UC
334
Unio Capital
New Jersey
$5.6M +$5.6M +9,338 New
FCI
335
Financial Counselors Inc
Kansas
$5.54M -$4.8K -8 -0.1%
YCM
336
Yousif Capital Management
Michigan
$5.53M -$222K -370 -4%
CIBC World Market
337
CIBC World Market
Ontario, Canada
$5.51M +$925K +1,541 +20%
VPIM
338
Vanguard Personalized Indexing Management
California
$5.47M +$317K +528 +6%
II
339
Inspire Investing
Idaho
$5.39M +$1.2K +2 +0%
AAF
340
Andra AP-fonden
Sweden
$5.28M -$1.86M -3,100 -26%
LCM
341
Logan Capital Management
Pennsylvania
$5.26M -$1.12M -1,863 -18%
MWM
342
Modera Wealth Management
New Jersey
$5.21M -$1.97M -3,289 -27%
ELI
343
Empire Life Investments
Ontario, Canada
$5.21M -$42K -70 -0.8%
SICM
344
Sustainable Insight Capital Management
New York
$5.12M +$1.75M +2,919 +52%
T. Rowe Price Investment Management
345
T. Rowe Price Investment Management
Maryland
$5.06M +$1.67M +2,787 +49%
FCM
346
Fortis Capital Management
Washington
$4.94M +$90.6K +151 +2%
FFP
347
FourThought Financial Partners
Florida
$4.89M +$1.33M +2,218 +37%
QC
348
Quadrature Capital
United Kingdom
$4.81M -$165K -274 -3%
CHAM
349
Clear Harbor Asset Management
Connecticut
$4.77M -$57K -95 -1%
VA
350
Vident Advisory
Georgia
$4.62M +$451K +752 +11%
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