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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 %
ACMA
576
Arbor Capital Management (Alaska)
Alaska
$930K -$179K -298 -16%
RCM
577
RB Capital Management
Nevada
$911K -$30K -50 -3%
CFO
578
Callan Family Office
Pennsylvania
$896K +$896K +1,494 New
ETC
579
Exchange Traded Concepts
Oklahoma
$890K +$326K +543 +58%
Balyasny Asset Management
580
Balyasny Asset Management
Illinois
$887K +$76.2K +127 +9%
BI
581
BlueSpruce Investments
Illinois
$877K – – –
LA
582
LVW Advisors
New York
$876K +$34.8K +58 +4%
DTL
583
Dynamic Technology Lab
Singapore
$876K +$876K +1,460 New
CI Investments Inc
584
CI Investments Inc
Ontario, Canada
$871K +$252K +420 +41%
SS
585
SBI Securities
Japan
$867K +$867K +1,445 New
AO
586
Advisor OS
Illinois
$862K -$425K -709 -33%
VI
587
Vestcor Inc
New Brunswick, Canada
$859K -$600 -1 -0.1%
WI
588
WrapManager Inc
California
$853K -$176K -294 -17%
CAM
589
Cypress Asset Management
Texas
$842K -$27K -45 -3%
SC
590
Stance Capital
Massachusetts
$841K +$841K +1,401 New
BC
591
Bridgefront Capital
Texas
$839K +$370K +616 +79%
SAM
592
Shell Asset Management
Netherlands
$833K -$105K -175 -11%
MWM
593
Mission Wealth Management
California
$827K -$58.2K -97 -7%
HWM
594
HB Wealth Management
Georgia
$826K +$53.4K +89 +7%
LNWWM
595
Laird Norton Wetherby Wealth Management
California
$826K -$85.8K -143 -9%
SFM
596
Signet Financial Management
New Jersey
$825K +$6.6K +11 +0.8%
MLL
597
Moody Lynn & Lieberson
Massachusetts
$825K +$4.2K +7 +0.5%
FGP
598
Freestone Grove Partners
California
$825K +$825K +1,375 New
EH
599
Equitable Holdings
New York
$824K +$613K +1,021 +290%
TSW
600
Three Seasons Wealth
Utah
$823K +$7.2K +12 +0.9%
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