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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 %
SPIA
351
Steward Partners Investment Advisory
New York
$4.58M +$103K +172 +2%
AIMCA
352
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.56M – – –
FFA
353
First Foundation Advisors
California
$4.5M +$511K +852 +13%
MSU
354
Mizuho Securities USA
New York
$4.46M +$1.4M +2,328 +46%
SC
355
Scotia Capital
Ontario, Canada
$4.44M +$809K +1,348 +22%
EI
356
Ethic Inc
New York
$4.44M +$386K +644 +10%
RC
357
Roundview Capital
New Jersey
$4.44M -$13.2K -22 -0.3%
AA
358
ALPS Advisors
Colorado
$4.4M -$14.4K -24 -0.3%
PWG
359
Portside Wealth Group
Utah
$4.4M -$221K -368 -5%
ACM
360
Alpha Capital Management
Texas
$4.38M +$48K +80 +1%
IGAM
361
iA Global Asset Management
Quebec, Canada
$4.36M +$1.08M +1,801 +33%
QCM
362
Qsemble Capital Management
New York
$4.34M +$4.12M +6,868 +1,902%
TAMH
363
Taikang Asset Management (HK)
Hong Kong
$4.29M -$7.57M -12,617 -64%
TC
364
Tsai Capital
New York
$4.27M +$367K +611 +9%
YAM
365
Yacktman Asset Management
Texas
$4.27M – – –
BAM
366
Bell Asset Management
Australia
$4.24M -$1.02M -1,705 -19%
DK
367
DJE Kapital
Germany
$4.24M +$4.24M +7,100 New
DC
368
Davenport & Co
Virginia
$4.17M -$114K -190 -3%
AssetMark Inc
369
AssetMark Inc
California
$4.16M +$414K +690 +11%
Mirae Asset Global Investments
370
Mirae Asset Global Investments
South Korea
$4.12M +$1.08M +1,778 +36%
FDCDDQ
371
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.12M +$2.84M +4,740 +223%
FCM
372
Fieldview Capital Management
Michigan
$4.07M +$4.07M +6,788 New
OPERF
373
Oregon Public Employees Retirement Fund
Oregon
$4.03M +$4.2K +7 +0.1%
Wealth Enhancement Advisory Services
374
Wealth Enhancement Advisory Services
Minnesota
$4.02M +$1.69M +2,821 +73%
Holocene Advisors
375
Holocene Advisors
New York
$3.99M +$3.99M +6,646 New
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