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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 %
FTDI
501
First Trust Direct Indexing
Massachusetts
$1.33M +$432K +741 +48%
EWA
502
EP Wealth Advisors
California
$1.32M +$1.02M +1,750 +342%
VAS
503
Vestmark Advisory Solutions
Massachusetts
$1.32M +$410K +703 +45%
BSI
504
Bennett Selby Investments
Maine
$1.32M -$5.83K -10 -0.4%
AI
505
AXS Investments
New York
$1.31M -$111K -190 -8%
PMG
506
ProVise Management Group
Florida
$1.3M – – –
DWM
507
Diversify Wealth Management
Utah
$1.29M +$395K +662 +44%
CIAS
508
Capital Investment Advisory Services
North Carolina
$1.29M +$89.2K +153 +7%
Luther King Capital Management (LKCM)
509
Luther King Capital Management (LKCM)
Texas
$1.28M – – –
DC
510
Dantai Capital
Hong Kong
$1.27M – – –
CG
511
Caprock Group
Idaho
$1.26M -$89.2K -153 -7%
AO
512
Advisor OS
Illinois
$1.25M -$157K -269 -11%
FDCDDQ
513
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.24M -$136K -234 -10%
AIM
514
Aigen Investment Management
New York
$1.22M +$1.22M +2,097 New
GAM
515
Groupama Asset Management
France
$1.19M -$1.03M -2,209 -46%
XT
516
XTX Topco
Cayman Islands
$1.18M -$204K -350 -15%
BFG
517
Bleakley Financial Group
New Jersey
$1.18M -$75.8K -130 -6%
AAS
518
Avantax Advisory Services
Texas
$1.18M +$82.8K +142 +8%
IA
519
IFP Advisors
Florida
$1.16M +$928K +1,591 +403%
KeyBank National Association
520
KeyBank National Association
Ohio
$1.15M -$23.3K -40 -2%
FRA
521
Frank Rimerman Advisors
California
$1.15M +$9.91K +17 +0.9%
PA
522
Procyon Advisors
Connecticut
$1.14M +$163K +279 +17%
WIC
523
WealthBridge Investment Counsel
Alberta, Canada
$1.13M +$1.13M +1,937 New
PC
524
Pier Capital
Connecticut
$1.13M -$210K -360 -16%
SA
525
SpiderRock Advisors
Delaware
$1.1M -$2.33K -4 -0.2%
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