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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 %
AAM
401
Advisors Asset Management
Colorado
$3.05M +$1.01M +1,686 +50%
AWAU
402
Alliance Wealth Advisors (Utah)
Utah
$3.03M -$205K -341 -6%
TAM
403
Tocqueville Asset Management
New York
$3.02M +$219K +365 +8%
AWM
404
Apollon Wealth Management
South Carolina
$3.01M +$935K +1,559 +45%
UBP
405
Union Bancaire Privee
Switzerland
$2.96M +$2.96M +4,848 New
CA
406
Cornerstone Advisors
North Carolina
$2.94M – – –
KJHP
407
K.J. Harrison & Partners
Ontario, Canada
$2.93M -$4.18K -7 -0.1%
FDS
408
Freedom Day Solutions
Texas
$2.93M +$181K +301 +7%
HIMCH
409
Hartford Investment Management Co (HIMCO)
Connecticut
$2.91M -$56.4K -94 -2%
Carson Wealth (CWM LLC)
410
Carson Wealth (CWM LLC)
Nebraska
$2.88M +$586K +976 +26%
LFM
411
LGT Fund Management
Liechtenstein
$2.87M +$197K +329 +7%
US Bancorp
412
US Bancorp
Minnesota
$2.85M +$169K +282 +6%
WP
413
Woodline Partners
California
$2.84M +$2.84M +4,739 New
NG
414
Norden Group
Utah
$2.77M -$131K -218 -5%
TCM
415
Teza Capital Management
Illinois
$2.75M +$1.33M +2,209 +93%
DA
416
Dash Acquisitions
California
$2.74M +$412K +655 +18%
AAIS
417
ABN AMRO Investment Solutions
$2.73M +$320K +534 +13%
OIAM
418
OFI Invest Asset Management
France
$2.72M +$2.72M +4,690 New
PIM
419
Plato Investment Management
Australia
$2.65M +$68.7K +114 +3%
MCM
420
MV Capital Management
Maryland
$2.64M -$9.6K -16 -0.4%
Envestnet Portfolio Solutions
421
Envestnet Portfolio Solutions
Illinois
$2.63M +$53.4K +89 +2%
SLI
422
Sumitomo Life Insurance
Japan
$2.6M -$46.8K -78 -2%
TPCW
423
TD Private Client Wealth
New York
$2.58M +$655K +1,092 +34%
CANY
424
Caxton Associates (New York)
New York
$2.57M +$2.57M +4,291 New
NB
425
Norinchukin Bank
Japan
$2.57M +$82.8K +138 +3%
15 16
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