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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
1
Polen Capital Management
Florida
$1.3B
2
Edgewood Management
2
Edgewood Management
Connecticut
$1.28B
3
ClearBridge Investments
3
ClearBridge Investments
New York
$153M
4
IIP
4
Intermede Investment Partners
United Kingdom
$134M
5
Millennium Management
5
Millennium Management
New York
$300M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$0
2
BlackRock
2
BlackRock
New York
$3.67B
3
Impax Asset Management Group
3
Impax Asset Management Group
United Kingdom
$0
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$483M
5
APG Asset Management
5
APG Asset Management
Netherlands
$15M
Name Holding Trade Value Shares
Change 		Shares
Change %
GS
626
GTS Securities
New York
$581K -$268K -459 -32%
BTWM
627
Baker Tilly Wealth Management
Wisconsin
$574K +$103K +176 +22%
NP
628
NorthRock Partners
Minnesota
$573K +$60.6K +104 +12%
PGFC
629
Peapack-Gladstone Financial Corp
New Jersey
$568K +$183K +314 +48%
AWS
630
Atria Wealth Solutions
New York
$567K -$858K -1,471 -60%
ACM
631
Aster Capital Management
United Arab Emirates
$563K +$563K +965 New
NS
632
NBC Securities
Alabama
$555K +$186K +320 +51%
Lido Advisors
633
Lido Advisors
California
$552K +$35.6K +61 +7%
PAG
634
Private Advisor Group
New Jersey
$551K +$75.2K +129 +16%
MCC
635
Malaga Cove Capital
California
$550K – – –
ETC
636
Exchange Traded Concepts
Oklahoma
$549K +$104K +179 +23%
BPA
637
Beacon Pointe Advisors
California
$540K -$125K -215 -19%
TAM
638
Trust Asset Management
Texas
$536K – – –
WSFS
639
Wilmington Savings Fund Society
Delaware
$536K +$111K +191 +26%
GC
640
Gilbert & Cook
Iowa
$534K +$28K +48 +6%
WANY
641
Wealthspire Advisors (New York)
New York
$530K -$134K -230 -20%
P
642
Pitcairn
Pennsylvania
$525K -$9.91K -17 -2%
MSE
643
MUFG Securities EMEA
United Kingdom
$525K +$525K +899 New
EA
644
Emerald Advisers
Pennsylvania
$523K -$11.7K -20 -2%
CSPIA
645
Cary Street Partners Investment Advisory
Virginia
$523K -$5.92M -10,149 -92%
CB
646
CNB Bank
Pennsylvania
$523K -$29.1K -50 -5%
MA
647
MJP Associates
Connecticut
$521K -$49.6K -85 -9%
AAM
648
Azzad Asset Management
Virginia
$506K +$248K +426 +96%
TFA
649
Toth Financial Advisory
Virginia
$500K +$259K +445 +108%
AF
650
Aviso Financial
Ontario, Canada
$495K +$25.6K +44 +5%
24 25
26
27 28