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 %
Nomura Holdings
501
Nomura Holdings
Japan
$1.55M +$1.55M +2,583 New
VI
502
Versor Investments
New York
$1.55M +$1.55M +2,578 New
SCA
503
Snowden Capital Advisors
New York
$1.54M -$63.6K -106 -4%
SA
504
SRN Advisors
Pennsylvania
$1.5M +$58.2K +97 +4%
PCS
505
Personal CFO Solutions
New Jersey
$1.5M -$12.6K -21 -0.8%
NMIMC
506
Northwestern Mutual Investment Management Company
Wisconsin
$1.49M -$2.4K -4 -0.2%
CIC
507
Cornercap Investment Counsel
Georgia
$1.48M -$61.8K -103 -4%
WWS
508
Wellington Wealth Strategies
Indiana
$1.47M +$107K +187 +8%
AP
509
Americana Partners
Texas
$1.46M -$78K -130 -5%
VAS
510
Vestmark Advisory Solutions
Massachusetts
$1.42M +$67.2K +112 +5%
CAPTRUST Financial Advisors
511
CAPTRUST Financial Advisors
North Carolina
$1.41M +$428K +713 +44%
AC
512
Allstate Corporation
Illinois
$1.4M +$1.4M +2,325 New
AI
513
AXS Investments
New York
$1.36M +$7.2K +12 +0.5%
BSI
514
Bennett Selby Investments
Maine
$1.36M +$1.2K +2 +0.1%
Fuller & Thaler Asset Management
515
Fuller & Thaler Asset Management
California
$1.35M +$596K +993 +79%
CIAS
516
Capital Investment Advisory Services
North Carolina
$1.35M +$19.8K +33 +1%
EWA
517
EP Wealth Advisors
California
$1.35M -$11.4K -19 -0.8%
DZ Bank
518
DZ Bank
Germany
$1.34M -$281K -468 -17%
PMG
519
ProVise Management Group
Florida
$1.34M – – –
SFI
520
Susquehanna Fundamental Investments
Pennsylvania
$1.33M +$1.33M +2,222 New
OIA
521
OneDigital Investment Advisors
Kansas
$1.32M -$92.4K -154 -7%
Luther King Capital Management (LKCM)
522
Luther King Capital Management (LKCM)
Texas
$1.31M -$5.4K -9 -0.4%
PA
523
Procyon Advisors
Connecticut
$1.31M +$131K +219 +11%
NIM
524
NEOS Investment Management
Connecticut
$1.29M +$309K +515 +31%
AAS
525
Avantax Advisory Services
Texas
$1.27M +$58.8K +98 +5%
19 20
21
22 23