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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 %
DEA
601
DoubleLine ETF Adviser
Florida
$695K -$67.6K -116 -9%
HI
602
Horizon Investments
North Carolina
$691K -$51.9K -89 -7%
FLPIM
603
F.L. Putnam Investment Management
Massachusetts
$684K -$102K -175 -13%
WPC
604
Wedmont Private Capital
Pennsylvania
$684K +$47.9K +82 +8%
BC
605
Burney Company
Virginia
$671K +$111K +190 +20%
SQA
606
Simon Quick Advisors
New Jersey
$665K +$191K +327 +40%
RJT
607
Raymond James Trust
Florida
$656K -$18.1K -31 -3%
DAS
608
Diversify Advisory Services
Utah
$650K +$188K +311 +41%
PP
609
Paloma Partners
Connecticut
$641K +$641K +1,100 New
PAS
610
Point72 Asia (Singapore)
Singapore
$641K +$641K +1,099 New
LA
611
Legacy Advisors
Pennsylvania
$640K +$10.5K +18 +2%
CFG
612
Citizens Financial Group
Rhode Island
$632K +$217K +373 +52%
AFCM
613
Applied Finance Capital Management
Puerto Rico
$632K -$14.6K -25 -2%
ORI
614
Oak Ridge Investments
Illinois
$630K -$13.4K -23 -2%
RA
615
RFG Advisory
Alabama
$630K +$18.1K +31 +3%
SLG
616
Stanley-Laman Group
Pennsylvania
$617K -$7.58K -13 -1%
BFS
617
Bradley Foster & Sargent
Connecticut
$614K +$20.4K +35 +3%
IIC
618
Integrated Investment Consultants
Michigan
$610K +$610K +1,046 New
CI Investments Inc
619
CI Investments Inc
Ontario, Canada
$601K +$45.5K +78 +8%
GWP
620
Gen-Wealth Partners
Michigan
$600K +$210K +369 +54%
MC
621
Machina Capital
France
$598K -$289K -496 -33%
William Blair & Company
622
William Blair & Company
Illinois
$594K +$16.9K +29 +3%
DIA
623
Dana Investment Advisors
Wisconsin
$588K – – –
HA
624
Harbor Advisors
Florida
$583K – – –
EWM
625
Evercore Wealth Management
New York
$582K – – –
23 24
25
26 27