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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 %
FLPIM
626
F.L. Putnam Investment Management
Massachusetts
$706K +$1.2K +2 +0.2%
XT
627
XTX Topco
Cayman Islands
$695K -$523K -872 -43%
MSA
628
MUFG Securities Americas
New York
$694K +$694K +1,157 New
Lido Advisors
629
Lido Advisors
California
$694K +$127K +211 +22%
EI
630
Ellevest Inc
New York
$676K -$43.2K -72 -6%
PCM
631
Prelude Capital Management
New York
$663K +$254K +424 +62%
SI
632
Sava Infond
Slovenia
$660K +$660K +1,100 New
AAM
633
Alken Asset Management
United Kingdom
$660K +$660K +1,100 New
SAM
634
Strive Asset Management
Ohio
$658K +$658K +1,097 New
DFCM
635
Dark Forest Capital Management
Puerto Rico
$658K -$400K -666 -38%
AFG
636
Atomi Financial Group
New York
$657K +$349K +582 +114%
HAG
637
HighPoint Advisor Group
Illinois
$654K -$79.7K -138 -11%
IIC
638
Integrated Investment Consultants
Michigan
$652K +$24.6K +41 +4%
VWM
639
Venturi Wealth Management
Texas
$644K +$296K +493 +85%
ORI
640
Oak Ridge Investments
Illinois
$641K -$6.6K -11 -1%
STA
641
Summit Trail Advisors
New York
$640K +$154K +257 +32%
SLG
642
Stanley-Laman Group
Pennsylvania
$635K – – –
PA
643
Pinnacle Associates
New York
$630K -$155K -258 -20%
FCM
644
FJ Capital Management
Virginia
$627K +$336K +560 +115%
BTWM
645
Baker Tilly Wealth Management
Wisconsin
$626K +$35.4K +59 +6%
ASN
646
Advisory Services Network
Georgia
$622K -$636K -1,059 -51%
DIA
647
Dana Investment Advisors
Wisconsin
$605K – – –
William Blair & Company
648
William Blair & Company
Illinois
$602K -$9K -15 -1%
BA
649
Birinyi Associates
Connecticut
$600K -$154K -256 -20%
HA
650
Harbor Advisors
Florida
$600K – – –
24 25
26
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