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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 %
PAS
476
Park Avenue Securities
New York
$1.67M -$192K -329 -10%
OAC
477
OMERS Administration Corp
Ontario, Canada
$1.6M – – –
CL
478
Choreo LLC
Illinois
$1.6M +$232K +403 +17%
SAW
479
Signal Advisors Wealth
Michigan
$1.59M +$1.59M +2,721 New
EF
480
Empirical Finance
Pennsylvania
$1.58M +$33.8K +58 +2%
BBVA
481
Banco Bilbao Vizcaya Argentaria
Spain
$1.58M +$54.2K +93 +4%
DZ Bank
482
DZ Bank
Germany
$1.57M +$389K +670 +33%
SCA
483
Snowden Capital Advisors
New York
$1.56M +$276K +474 +22%
CIP
484
Chartwell Investment Partners
Pennsylvania
$1.53M – – –
RFC
485
Regions Financial Corp
Alabama
$1.51M +$14.6K +25 +1%
AP
486
Americana Partners
Texas
$1.5M +$624K +1,070 +71%
CIC
487
Cornercap Investment Counsel
Georgia
$1.49M -$1.07M -1,844 -42%
PCS
488
Personal CFO Solutions
New Jersey
$1.47M +$355K +609 +32%
MGP
489
Metis Global Partners
California
$1.47M +$15.2K +26 +1%
CP
490
Cumberland Partners
Ontario, Canada
$1.46M +$1.46M +2,500 New
NMIMC
491
Northwestern Mutual Investment Management Company
Wisconsin
$1.45M -$16.3K -28 -1%
NRD
492
Nebula Research & Development
New York
$1.45M +$1.01M +1,739 +234%
PCA
493
Pallas Capital Advisors
Massachusetts
$1.43M +$567K +960 +66%
QCM
494
QRG Capital Management
Illinois
$1.42M -$1.41M -2,421 -50%
SA
495
SRN Advisors
Pennsylvania
$1.4M -$50.7K -87 -3%
TCM
496
Teza Capital Management
Illinois
$1.38M +$1.08M +1,846 +354%
OIA
497
OneDigital Investment Advisors
Kansas
$1.37M -$395K -677 -22%
WWS
498
Wellington Wealth Strategies
Indiana
$1.36M +$1.36M +2,384 New
KRSITF
499
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.36M -$132K -226 -9%
SFA
500
Sequoia Financial Advisors
Ohio
$1.35M +$176K +302 +15%
18 19
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