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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 %
IA
526
IFP Advisors
Florida
$1.24M +$51K +85 +4%
HIIFS
527
Harel Insurance Investments & Financial Services
Israel
$1.24M +$160K +266 +15%
BFG
528
Bleakley Financial Group
New Jersey
$1.23M +$11.4K +19 +0.9%
WIC
529
WealthBridge Investment Counsel
Alberta, Canada
$1.22M +$60K +100 +5%
I
530
InceptionR
California
$1.22M +$1.22M +2,029 New
FRA
531
Frank Rimerman Advisors
California
$1.21M +$30K +50 +3%
DWM
532
Diversify Wealth Management
Utah
$1.21M -$39.2K -68 -3%
GPGA
533
Grandeur Peak Global Advisors
Utah
$1.2M +$448K +746 +59%
PS
534
Principal Securities
Iowa
$1.19M +$74.4K +124 +7%
F8IS
535
Figure 8 Investment Strategies
Idaho
$1.18M +$1.18M +1,966 New
CAM
536
Cresset Asset Management
Illinois
$1.16M -$7.77M -12,951 -87%
CCM
537
Coldstream Capital Management
Washington
$1.16M +$132K +220 +13%
KeyBank National Association
538
KeyBank National Association
Ohio
$1.16M -$22.2K -37 -2%
RFC
539
Regions Financial Corp
Alabama
$1.16M -$395K -658 -25%
KI
540
Keystone Investors
Singapore
$1.15M -$2.58M -4,303 -69%
CFG
541
Citizens Financial Group
Rhode Island
$1.14M +$489K +815 +75%
NA
542
Navellier & Associates
Nevada
$1.14M +$269K +449 +31%
BS
543
Banco Santander
Spain
$1.14M -$629K -1,048 -36%
LWM
544
Liberty Wealth Management
California
$1.13M – – –
NIMI
545
Natixis Investment Managers International
France
$1.12M +$63K +105 +6%
GC
546
Guggenheim Capital
Illinois
$1.12M +$96.6K +161 +9%
EF
547
Empowered Funds
Pennsylvania
$1.12M +$234K +390 +27%
SWIG
548
Strategic Wealth Investment Group
Kentucky
$1.11M -$21.6K -36 -2%
Capstone Investment Advisors
549
Capstone Investment Advisors
New York
$1.11M +$838K +1,396 +309%
DKCM
550
Davidson Kahn Capital Management
California
$1.1M +$1.1M +1,836 New
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