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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 %
RI
551
Redwood Investments
Massachusetts
$965K – – –
NIM
552
NEOS Investment Management
Connecticut
$957K +$105K +180 +12%
CCA
553
Catalyst Capital Advisors
New York
$957K +$93.9K +161 +11%
SAM
554
Sompo Asset Management
Japan
$956K -$175K -300 -15%
CAPTRUST Financial Advisors
555
CAPTRUST Financial Advisors
North Carolina
$955K -$168K -289 -15%
EWM
556
EPG Wealth Management
Georgia
$951K +$951K +1,632 New
IP
557
Intellectus Partners
California
$927K +$322K +552 +53%
IWC
558
Integrated Wealth Concepts
Massachusetts
$921K +$588K +1,008 +176%
RCM
559
RB Capital Management
Nevada
$914K -$72.3K -124 -7%
SAM
560
Shell Asset Management
Netherlands
$912K +$912K +1,564 New
TCB
561
Texas Capital Bancshares
Texas
$909K – – –
IFWM
562
Institute for Wealth Management
Colorado
$906K +$99.7K +171 +12%
HWM
563
Hohimer Wealth Management
Washington
$897K +$26.2K +45 +3%
CF
564
Copperwynd Financial
Arizona
$894K +$73.5K +126 +9%
OAM
565
Ostrum Asset Management
France
$889K -$147K -253 -14%
LNWWM
566
Laird Norton Wetherby Wealth Management
California
$886K -$24.5K -42 -3%
Jones Financial Companies
567
Jones Financial Companies
Missouri
$863K +$532K +923 +161%
QPBE
568
Quintet Private Bank (Europe)
Luxembourg
$862K +$105K +180 +14%
MWM
569
Mission Wealth Management
California
$860K +$11.1K +19 +1%
EF
570
Empowered Funds
Pennsylvania
$857K +$29.1K +50 +4%
BI
571
BlueSpruce Investments
Illinois
$852K – – –
CAM
572
Cypress Asset Management
Texas
$844K +$14.6K +25 +2%
NA
573
Navellier & Associates
Nevada
$844K -$266K -457 -24%
VI
574
Vestcor Inc
New Brunswick, Canada
$835K – – –
LA
575
LVW Advisors
New York
$817K +$240K +412 +42%
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