MSCI icon

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 %
NMERB
451
New Mexico Educational Retirement Board
New Mexico
$2.22M -$120K -200 -5%
VCA
452
Verdence Capital Advisors
Maryland
$2.22M +$19.8K +33 +0.9%
FT
453
Fiduciary Trust
Massachusetts
$2.2M +$377K +629 +21%
MIH
454
Meitav Investment House
Israel
$2.19M +$208K +347 +10%
HA
455
HHLR Advisors
Cayman Islands
$2.19M +$2.19M +3,650 New
TRCT
456
Tower Research Capital (TRC)
New York
$2.17M -$191K -318 -8%
NI
457
Natural Investments
California
$2.17M +$2.17M +3,620 New
OTL
458
Oak Thistle LLC
New York
$2.14M -$303K -505 -12%
Allspring Global Investments
459
Allspring Global Investments
North Carolina
$2.14M -$97.9K -164 -4%
IG
460
ING Group
Netherlands
$2.13M -$253K -422 -11%
FIM
461
Freedom Investment Management
Connecticut
$2.11M -$51K -85 -2%
PWM
462
Palumbo Wealth Management
New York
$2.08M +$265K +442 +15%
GT
463
Greenleaf Trust
Michigan
$2.07M -$90K -150 -4%
CIS
464
Capital International Sarl
California
$2.06M -$130K -217 -6%
1832 Asset Management
465
1832 Asset Management
Ontario, Canada
$2.04M -$1.2M -2,000 -37%
PA
466
PFG Advisors
Arizona
$2.03M -$45K -75 -2%
SIA
467
Schechter Investment Advisors
Michigan
$2.01M -$27K -45 -1%
TCPG
468
Trivant Custom Portfolio Group
California
$2M +$12.6K +21 +0.6%
OAC
469
OMERS Administration Corp
Ontario, Canada
$1.98M +$334K +556 +20%
SI
470
Stephens Inc
Arkansas
$1.96M -$21K -35 -1%
SWM
471
Segment Wealth Management
Texas
$1.96M – – –
Jones Financial Companies
472
Jones Financial Companies
Missouri
$1.94M +$1.04M +1,739 +116%
FHB
473
First Hawaiian Bank
Hawaii
$1.94M -$131K -218 -6%
EFM
474
E Fund Management
China
$1.94M +$46.2K +77 +2%
BAMF
475
BI Asset Management Fondsmaeglerselskab
Denmark
$1.93M +$1.93M +3,220 New
17 18
19
20 21