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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 %
HBT
576
Heartland Bank & Trust
Illinois
$816K -$29.1K -50 -3%
AM
577
AGF Management
Ontario, Canada
$813K -$760K -1,304 -48%
MLL
578
Moody Lynn & Lieberson
Massachusetts
$797K – – –
SFM
579
Signet Financial Management
New Jersey
$795K -$66.4K -114 -8%
TSW
580
Three Seasons Wealth
Utah
$793K +$294K +505 +59%
Balyasny Asset Management
581
Balyasny Asset Management
Illinois
$788K -$628K -1,078 -44%
Walleye Trading
582
Walleye Trading
New York
$768K -$4.3M -7,385 -85%
RCA
583
Roberts Capital Advisors
Colorado
$754K – – –
HWM
584
HB Wealth Management
Georgia
$751K +$80.5K +138 +12%
MYAM
585
Meiji Yasuda Asset Management
Japan
$742K -$53K -91 -7%
GF
586
Gries Financial
Ohio
$741K +$741K +1,272 New
PA
587
Pinnacle Associates
New York
$740K +$130K +230 +21%
HAG
588
HighPoint Advisor Group
Illinois
$735K +$173K +300 +31%
GPGA
589
Grandeur Peak Global Advisors
Utah
$733K -$156K -267 -18%
BA
590
Birinyi Associates
Connecticut
$732K +$583 +1 +0.1%
Fuller & Thaler Asset Management
591
Fuller & Thaler Asset Management
California
$730K +$730K +1,252 New
S
592
SignatureFD
Georgia
$728K +$46.7K +80 +7%
HCA
593
Harbor Capital Advisors
Illinois
$722K -$23.3K -40 -3%
PA
594
Profund Advisors
Maryland
$722K +$23.9K +41 +3%
GL
595
Graypoint LLC
New York
$710K +$101K +173 +17%
BMC
596
Benin Management Corp
Connecticut
$708K – – –
EI
597
Ellevest Inc
New York
$699K -$90.9K -156 -12%
TA
598
Tectonic Advisors
Texas
$698K +$249K +427 +55%
FCP
599
Fidelis Capital Partners
Florida
$698K -$5.96K -10 -0.8%
TCA
600
Transcend Capital Advisors
New Jersey
$697K +$98.5K +169 +16%
22 23
24
25 26