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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
$353M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$252M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$304M
5
UBS Group
UBS Group
Switzerland
$229M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$315M
2
BlackRock
BlackRock
New York
$3.57B
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$739M
4
Millennium Management
Millennium Management
New York
$160M
5
SGA
Sustainable Growth Advisers
Connecticut
$566M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWP
601
Gen-Wealth Partners
Michigan
$810K +$176K +294 +28%
WPC
602
Wedmont Private Capital
Pennsylvania
$808K +$135K +234 +20%
HBT
603
Heartland Bank & Trust
Illinois
$805K -$35.4K -59 -4%
CPCPP
604
Canada Post Corporation Pension Plan
Canada
$803K +$803K +1,338 New
SCM
605
Stevens Capital Management
Pennsylvania
$794K +$794K +1,324 New
RCA
606
Roberts Capital Advisors
Colorado
$776K – – –
OWCM
607
One Wealth Capital Management
Arizona
$774K +$774K +1,290 New
QPBE
608
Quintet Private Bank (Europe)
Luxembourg
$771K -$116K -194 -13%
TF
609
Threadgill Financial
Texas
$770K +$553K +922 +255%
Kovitz Investment Group Partners
610
Kovitz Investment Group Partners
Illinois
$767K +$767K +1,276 New
GF
611
Gries Financial
Ohio
$766K +$3K +5 +0.4%
HCA
612
Harbor Capital Advisors
Illinois
$760K +$16.2K +27 +2%
WEG
613
World Equity Group
Illinois
$758K +$391K +651 +106%
BC
614
Burney Company
Virginia
$751K +$60K +100 +9%
S
615
SignatureFD
Georgia
$744K -$4.8K -8 -0.6%
MYAM
616
Meiji Yasuda Asset Management
Japan
$741K -$22.8K -38 -3%
HI
617
Horizon Investments
North Carolina
$732K +$21K +35 +3%
PA
618
Profund Advisors
Maryland
$727K -$16.2K -27 -2%
GL
619
Graypoint LLC
New York
$725K -$6K -10 -0.8%
SQA
620
Simon Quick Advisors
New Jersey
$720K +$36K +60 +5%
TA
621
Tectonic Advisors
Texas
$718K – – –
FAM
622
Fairtree Asset Management
South Africa
$716K +$716K +1,193 New
TE
623
Tema ETFs
New York
$715K +$715K +1,191 New
TCA
624
Transcend Capital Advisors
New Jersey
$710K -$7.8K -13 -1%
FCP
625
Fidelis Capital Partners
Florida
$710K +$28.5K +49 +4%
23 24
25
26 27