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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 %
LWM
526
Liberty Wealth Management
California
$1.1M – – –
KWA
527
Kingswood Wealth Advisors
California
$1.09M -$96.2K -165 -8%
SWIG
528
Strategic Wealth Investment Group
Kentucky
$1.09M +$133K +231 +14%
SG Americas Securities
529
SG Americas Securities
New York
$1.09M -$7.13M -12,233 -87%
EAM
530
EFG Asset Management
Oregon
$1.08M +$1.08M +1,859 New
PL
531
Perpetual Ltd
Australia
$1.08M -$423K -725 -28%
PS
532
Principal Securities
Iowa
$1.08M +$60K +103 +6%
P
533
&Partners
Tennessee
$1.07M +$761K +1,304 +242%
ACMA
534
Arbor Capital Management (Alaska)
Alaska
$1.06M -$26.5K -46 -2%
ECM
535
Everence Capital Management
Indiana
$1.05M -$665K -1,140 -39%
HIIFS
536
Harel Insurance Investments & Financial Services
Israel
$1.05M +$72.9K +125 +7%
BCM
537
Bayesian Capital Management
New York
$1.05M +$1.05M +1,793 New
MAS
538
Meeder Advisory Services
Ohio
$1.04M -$40.8K -70 -4%
QIM
539
Quantitative Investment Management
Virginia
$1.04M +$329K +565 +47%
NIMI
540
Natixis Investment Managers International
France
$1.03M +$125K +215 +14%
DFCM
541
Dark Forest Capital Management
Puerto Rico
$1.03M +$1.03M +1,762 New
ASN
542
Advisory Services Network
Georgia
$1.01M – – –
CCM
543
Coldstream Capital Management
Washington
$1M +$49.7K +85 +5%
WI
544
WrapManager Inc
California
$1M +$133K +228 +15%
MFG
545
Monumental Financial Group
Maryland
$992K -$166K -285 -14%
GC
546
Guggenheim Capital
Illinois
$991K -$97.3K -167 -9%
MFG
547
Merit Financial Group
Georgia
$989K -$310K -531 -24%
BP
548
Ballentine Partners
Massachusetts
$980K +$7.58K +13 +0.8%
Parallax Volatility Advisers
549
Parallax Volatility Advisers
California
$973K +$585K +1,003 +150%
BMCM
550
Bryn Mawr Capital Management
Pennsylvania
$971K +$318K +545 +49%
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