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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 %
1C
551
111 Capital
France
$1.1M +$1.1M +1,827 New
BBVA
552
Banco Bilbao Vizcaya Argentaria
Spain
$1.09M -$536K -893 -33%
ECM
553
Everence Capital Management
Indiana
$1.08M – – –
NL
554
NVWM LLC
Pennsylvania
$1.06M +$1.03M +1,719 +3,581%
OAM
555
Ostrum Asset Management
France
$1.06M +$145K +241 +16%
JSSH
556
J. Safra Sarasin Holding
$1.06M +$1.06M +1,762 New
WA
557
Win Advisors
Florida
$1.06M +$1.06M +1,761 New
BP
558
Ballentine Partners
Massachusetts
$1.05M +$39.6K +66 +4%
NRD
559
Nebula Research & Development
New York
$1.03M -$455K -759 -31%
MA
560
Montag & Associates
Georgia
$1.01M +$786K +1,310 +345%
CF
561
Copperwynd Financial
Arizona
$1.01M +$88.8K +148 +10%
IWC
562
Integrated Wealth Concepts
Massachusetts
$998K +$49.8K +83 +5%
PC
563
Pier Capital
Connecticut
$994K -$167K -278 -14%
SAM
564
Sompo Asset Management
Japan
$990K +$6K +10 +0.6%
BMCM
565
Bryn Mawr Capital Management
Pennsylvania
$986K -$13.2K -22 -1%
MAS
566
Meeder Advisory Services
Ohio
$985K -$85.8K -143 -8%
RI
567
Redwood Investments
Massachusetts
$984K -$9.6K -16 -1%
BOSSRA
568
B.O.S.S. Retirement Advisors
Utah
$961K +$961K +1,602 New
BMC
569
Benin Management Corp
Connecticut
$959K +$230K +384 +32%
IP
570
Intellectus Partners
California
$955K +$600 +1 +0.1%
AM
571
AGF Management
Ontario, Canada
$937K +$99.6K +166 +12%
TCB
572
Texas Capital Bancshares
Texas
$935K – – –
IFWM
573
Institute for Wealth Management
Colorado
$931K -$2.4K -4 -0.3%
HWM
574
Hohimer Wealth Management
Washington
$930K +$6.6K +11 +0.7%
WAG
575
Wallace Advisory Group
California
$930K +$360K +617 +63%
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