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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 %
PA
451
PFG Advisors
Arizona
$2.02M +$28K +48 +1%
AWM
452
Apollon Wealth Management
South Carolina
$2.01M -$52.5K -90 -3%
FHB
453
First Hawaiian Bank
Hawaii
$2.01M +$1.2M +2,051 +147%
AAM
454
Advisors Asset Management
Colorado
$1.98M +$791K +1,357 +66%
SIA
455
Schechter Investment Advisors
Michigan
$1.98M +$461K +790 +30%
MIH
456
Meitav Investment House
Israel
$1.93M +$704K +1,209 +58%
TCPG
457
Trivant Custom Portfolio Group
California
$1.93M +$57.7K +99 +3%
SI
458
Stephens Inc
Arkansas
$1.93M +$584K +1,001 +43%
CHC
459
City Holding Co
West Virginia
$1.91M -$599K -1,027 -24%
SWM
460
Segment Wealth Management
Texas
$1.9M +$3.5K +6 +0.2%
Cambridge Investment Research Advisors
461
Cambridge Investment Research Advisors
Iowa
$1.9M +$1.2M +2,064 +173%
TPCW
462
TD Private Client Wealth
New York
$1.87M +$681K +1,168 +57%
Janney Montgomery Scott
463
Janney Montgomery Scott
Pennsylvania
$1.87M -$219K -375 -10%
EFM
464
E Fund Management
China
$1.84M – – –
FCM
465
Fairbanks Capital Management
California
$1.8M +$101K +173 +6%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
466
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.78M -$1.82M -3,125 -51%
AWM
467
AE Wealth Management
Kansas
$1.77M -$242K -416 -12%
SWM
468
Spire Wealth Management
Virginia
$1.77M +$1.72M +2,952 +3,473%
FT
469
Fiduciary Trust
Massachusetts
$1.77M +$90.4K +155 +5%
PWM
470
Palumbo Wealth Management
New York
$1.76M +$47.8K +82 +3%
Mercer Global Advisors
471
Mercer Global Advisors
Colorado
$1.74M +$203K +352 +13%
NW
472
NewEdge Wealth
Pennsylvania
$1.74M +$733K +1,258 +73%
BS
473
Banco Santander
Spain
$1.71M -$51.3K -88 -3%
DT
474
Diversified Trust
Tennessee
$1.68M +$475K +814 +39%
RSWM
475
Robertson Stephens Wealth Management
California
$1.67M +$447K +766 +37%
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