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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 %
DIM
426
Delta Investment Management
California
$2.34M -$339K -582 -13%
AAIS
427
ABN AMRO Investment Solutions
$2.34M -$1.01M -1,734 -30%
HT
428
Headlands Technologies
Illinois
$2.31M -$3.37M -5,783 -59%
IG
429
ING Group
Netherlands
$2.31M +$2.31M +3,964 New
Northwestern Mutual Wealth Management
430
Northwestern Mutual Wealth Management
Wisconsin
$2.31M +$627K +1,075 +37%
TRCT
431
Tower Research Capital (TRC)
New York
$2.3M -$1.36M -2,339 -37%
BF
432
BOK Financial
Oklahoma
$2.29M -$119K -203 -5%
NMERB
433
New Mexico Educational Retirement Board
New Mexico
$2.27M -$58.3K -100 -3%
Wealth Enhancement Advisory Services
434
Wealth Enhancement Advisory Services
Minnesota
$2.26M +$319K +547 +16%
KHCM
435
Kirtland Hills Capital Management
Ohio
$2.23M +$301K +516 +16%
Carson Wealth (CWM LLC)
436
Carson Wealth (CWM LLC)
Nebraska
$2.23M +$745K +1,278 +50%
PD
437
Point72 (DIFC)
United Arab Emirates
$2.22M +$2.22M +3,809 New
DILIC
438
Dai-ichi Life Insurance Company
Japan
$2.21M +$1.87M +3,200 +549%
GBT
439
Grove Bank & Trust
Florida
$2.2M +$757K +1,299 +52%
SCM
440
Shelton Capital Management
Colorado
$2.2M -$2.22M -3,800 -50%
Allspring Global Investments
441
Allspring Global Investments
North Carolina
$2.18M -$67K -115 -3%
DA
442
Dash Acquisitions
California
$2.18M +$191K +325 +10%
DWM
443
Dynasty Wealth Management
Florida
$2.15M +$535K +918 +33%
VCA
444
Verdence Capital Advisors
Maryland
$2.14M +$467K +801 +28%
CIS
445
Capital International Sarl
California
$2.13M -$418K -717 -16%
FIM
446
Freedom Investment Management
Connecticut
$2.1M -$149K -256 -7%
GT
447
Greenleaf Trust
Michigan
$2.1M +$565K +970 +37%
A
448
AlphaQuest
New York
$2.1M +$2.04M +3,508 +4,032%
Bessemer Group
449
Bessemer Group
New Jersey
$2.08M +$135K +232 +7%
GAM
450
Garrison Asset Management
Arkansas
$2.08M -$8.16K -14 -0.4%
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