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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 %
Cambridge Investment Research Advisors
476
Cambridge Investment Research Advisors
Iowa
$1.92M -$30.6K -51 -2%
FCM
477
Fairbanks Capital Management
California
$1.89M +$39.6K +66 +2%
QT
478
Quantbot Technologies
New York
$1.88M -$789K -1,315 -30%
PAS
479
Park Avenue Securities
New York
$1.87M +$158K +263 +9%
DT
480
Diversified Trust
Tennessee
$1.87M +$132K +220 +8%
P
481
&Partners
Tennessee
$1.85M +$742K +1,236 +67%
QCM
482
QRG Capital Management
Illinois
$1.84M +$379K +632 +26%
A
483
AlphaQuest
New York
$1.83M -$325K -542 -15%
MFG
484
Merit Financial Group
Georgia
$1.8M +$777K +1,295 +76%
NW
485
NewEdge Wealth
Pennsylvania
$1.79M -$6K -10 -0.3%
EAM
486
EFG Asset Management
Oregon
$1.75M +$637K +1,062 +57%
MC
487
Machina Capital
France
$1.75M +$1.13M +1,886 +184%
Janney Montgomery Scott
488
Janney Montgomery Scott
Pennsylvania
$1.72M -$211K -351 -11%
LA
489
Legacy Advisors
Pennsylvania
$1.68M +$1.02M +1,704 +155%
CHC
490
City Holding Co
West Virginia
$1.68M -$287K -479 -15%
AWM
491
AE Wealth Management
Kansas
$1.65M -$170K -283 -9%
FRM
492
Fox Run Management
Connecticut
$1.65M +$1.65M +2,749 New
SAW
493
Signal Advisors Wealth
Michigan
$1.64M +$7.2K +12 +0.4%
SFA
494
Sequoia Financial Advisors
Ohio
$1.64M +$247K +412 +18%
EF
495
Empirical Finance
Pennsylvania
$1.61M -$16.8K -28 -1%
BG
496
BDF Gestion
France
$1.6M -$209K -349 -12%
CGH
497
Crossmark Global Holdings
Texas
$1.59M -$1.05M -1,753 -40%
MGP
498
Metis Global Partners
California
$1.59M +$78.6K +131 +5%
PCA
499
Pallas Capital Advisors
Massachusetts
$1.56M +$110K +184 +8%
CG
500
Caprock Group
Idaho
$1.56M +$265K +441 +20%
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