MSCI icon

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
+$337M
2
Edgewood Management
Edgewood Management
Connecticut
+$185M
3
ClearBridge Investments
ClearBridge Investments
New York
+$149M
4
IIP
Intermede Investment Partners
United Kingdom
+$134M
5
Millennium Management
Millennium Management
New York
+$131M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$683M
2
BlackRock
BlackRock
New York
-$306M
3
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
-$262M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$169M
5
APG Asset Management
APG Asset Management
Netherlands
-$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
376
Algert Global
California
$3.36M +$3.08M +5,290 +1,128%
T. Rowe Price Investment Management
377
T. Rowe Price Investment Management
Maryland
$3.29M +$697K +1,196 +27%
SICM
378
Sustainable Insight Capital Management
New York
$3.27M -$924K -1,585 -22%
ACM
379
Alamar Capital Management
California
$3.22M -$13.4K -23 -0.4%
SF
380
Synovus Financial
Georgia
$3.22M -$166K -285 -5%
KRS
381
Kentucky Retirement Systems
Kentucky
$3.19M -$286K -491 -8%
CIA
382
Choate Investment Advisors
Massachusetts
$3.18M +$3.18M +5,399 New
IGAM
383
iA Global Asset Management
Quebec, Canada
$3.18M -$6.8M -11,669 -68%
1832 Asset Management
384
1832 Asset Management
Ontario, Canada
$3.15M -$1.4M -2,400 -31%
AWAU
385
Alliance Wealth Advisors (Utah)
Utah
$3.14M +$1.1M +1,880 +54%
KAS
386
Kestra Advisory Services
Texas
$3.08M -$597K -1,024 -16%
Wealthfront Advisers
387
Wealthfront Advisers
California
$3.03M +$177K +303 +6%
KC
388
Kingfisher Capital
North Carolina
$3.01M -$167K -287 -5%
UM
389
UniSuper Management
Australia
$3.01M +$8.74K +15 +0.3%
MSU
390
Mizuho Securities USA
New York
$2.97M -$585K -1,004 -16%
Osaic Holdings
391
Osaic Holdings
Arizona
$2.97M -$756K -1,296 -20%
KJHP
392
K.J. Harrison & Partners
Ontario, Canada
$2.97M – – –
HIMCH
393
Hartford Investment Management Co (HIMCO)
Connecticut
$2.88M -$75.8K -130 -3%
Mirae Asset Global Investments
394
Mirae Asset Global Investments
South Korea
$2.88M +$436K +756 +18%
CA
395
Cornerstone Advisors
North Carolina
$2.86M – – –
GL
396
GHE LLC
Tennessee
$2.85M +$304K +583 +12%
GCM
397
Graham Capital Management
Connecticut
$2.83M +$2.83M +4,852 New
NG
398
Norden Group
Utah
$2.82M +$1.84M +3,159 +188%
ET
399
Entropy Technologies
New York
$2.79M +$934K +1,602 +50%
IPGDR
400
Investidor Profissional Gestao de Recursos
Brazil
$2.79M -$206K -354 -7%
14 15
16
17 18