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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 %
Focus Partners Wealth
351
Focus Partners Wealth
Massachusetts
$4.01M -$8.78M -15,115 -69%
MIF
352
Mediolanum International Funds
Ireland
$3.95M +$155K +270 +4%
OPERF
353
Oregon Public Employees Retirement Fund
Oregon
$3.91M -$46.6K -80 -1%
FFA
354
First Foundation Advisors
California
$3.87M +$598K +1,026 +18%
KIA
355
Knollwood Investment Advisory
Maryland
$3.85M – – –
Fifth Third Bancorp
356
Fifth Third Bancorp
Ohio
$3.84M -$220K -378 -5%
TC
357
Tsai Capital
New York
$3.8M -$291K -499 -7%
EI
358
Ethic Inc
New York
$3.78M -$155K -277 -4%
SA
359
Sanctuary Advisors
Indiana
$3.78M +$1.5M +2,551 +66%
Verition Fund Management
360
Verition Fund Management
Connecticut
$3.78M +$1.63M +2,798 +76%
SW
361
Solidarity Wealth
Utah
$3.73M – – –
GIBU
362
Gulf International Bank (UK)
United Kingdom
$3.69M -$163K -280 -4%
AssetMark Inc
363
AssetMark Inc
California
$3.64M -$45.5K -78 -1%
IC
364
IEQ Capital
California
$3.63M +$621K +1,066 +21%
Walleye Capital
365
Walleye Capital
New York
$3.63M -$1.01M -1,725 -22%
KI
366
Keystone Investors
Singapore
$3.62M +$931K +1,597 +35%
IWA
367
Icon Wealth Advisors
Texas
$3.59M +$1.26M +2,168 +54%
MML Investors Services
368
MML Investors Services
Massachusetts
$3.58M -$1.04M -1,781 -22%
PI
369
PGGM Investments
Netherlands
$3.55M -$318K -545 -8%
SC
370
Scotia Capital
Ontario, Canada
$3.53M +$183K +314 +5%
VU
371
Vanderbilt University
Tennessee
$3.52M +$3.52M +6,044 New
FFP
372
FourThought Financial Partners
Florida
$3.45M +$242K +415 +8%
TRSOTSOK
373
Teachers Retirement System of the State of Kentucky
Kentucky
$3.45M -$233K -399 -6%
LAM
374
LECAP Asset Management
United Kingdom
$3.42M +$1.23M +2,105 +56%
Pacer Advisors
375
Pacer Advisors
Pennsylvania
$3.41M +$133K +228 +4%
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