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 %
IP
401
Interval Partners
New York
$2.76M +$2.76M +4,734 New
TAM
402
Tocqueville Asset Management
New York
$2.73M -$78.7K -135 -3%
TSS
403
Two Sigma Securities
New York
$2.72M +$475K +815 +21%
FDS
404
Freedom Day Solutions
Texas
$2.67M +$28K +48 +1%
LFM
405
LGT Fund Management
Liechtenstein
$2.63M +$76.7K +130 +3%
US Bancorp
406
US Bancorp
Minnesota
$2.61M -$177K -303 -6%
QT
407
Quantbot Technologies
New York
$2.6M -$1.31M -2,246 -34%
MCM
408
MV Capital Management
Maryland
$2.57M +$305K +524 +13%
SLI
409
Sumitomo Life Insurance
Japan
$2.57M +$42.6K +73 +2%
CGH
410
Crossmark Global Holdings
Texas
$2.57M -$279K -478 -10%
LSERS
411
Louisiana State Employees Retirement System
Louisiana
$2.56M -$58.3K -100 -2%
MSRPS
412
Maryland State Retirement & Pension System
Maryland
$2.56M -$901K -1,546 -26%
SAM
413
Securian Asset Management
Minnesota
$2.53M -$129K -221 -5%
Envestnet Portfolio Solutions
414
Envestnet Portfolio Solutions
Illinois
$2.51M -$382K -655 -13%
EOJOAM
415
E. Ohman J:or Asset Management
Sweden
$2.5M -$187K -320 -7%
PIM
416
Plato Investment Management
Australia
$2.5M +$1.17K +2 +0%
NB
417
Norinchukin Bank
Japan
$2.42M +$227K +390 +10%
CNBT
418
Canandaigua National Bank & Trust
New York
$2.41M +$224K +385 +10%
OTL
419
Oak Thistle LLC
New York
$2.38M +$1.1M +1,890 +86%
CW
420
CreativeOne Wealth
Kansas
$2.38M +$231K +397 +11%
A
421
Allianz
Germany
$2.38M – – –
DWM
422
Dakota Wealth Management
Florida
$2.38M +$31.5K +54 +1%
PCM
423
Prana Capital Management
Connecticut
$2.37M +$2.37M +4,058 New
CC
424
Centiva Capital
New York
$2.36M +$1.16M +1,991 +97%
Twin Tree Management
425
Twin Tree Management
Texas
$2.34M +$2.34M +4,019 New
15 16
17
18 19