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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 %
BCFD
651
Boit C.F. David
$478K – – –
STA
652
Summit Trail Advisors
New York
$472K +$72.3K +124 +18%
WAG
653
Wallace Advisory Group
California
$471K -$8.19K -17 -2%
DADC
654
D.A. Davidson & Co
Montana
$469K +$3.5K +6 +0.8%
VWM
655
Valley Wealth Managers
New Jersey
$466K +$466K +799 New
AIP
656
Ameritas Investment Partners
Nebraska
$465K -$33.8K -58 -7%
CI
657
Cigna Investments
Connecticut
$464K -$6.99K -12 -1%
IEFM
658
IQ EQ Fund Management
Ireland
$463K – – –
FFA
659
Farther Finance Advisors
California
$461K +$77.6K +133 +20%
GA
660
Geller Advisors
New York
$461K -$15.2K -26 -3%
MG
661
Mather Group
Illinois
$456K +$24.5K +42 +6%
BC
662
Bridgefront Capital
Texas
$456K +$456K +782 New
SWM
663
Salvus Wealth Management
New Jersey
$455K +$169K +290 +59%
ERWM
664
Elk River Wealth Management
Colorado
$455K – – –
CP
665
Castleview Partners
Texas
$451K +$157K +270 +54%
CG
666
Cynosure Group
Utah
$443K -$61.8K -106 -12%
CA
667
Commerzbank Aktiengesellschaft
Germany
$435K +$74.2K +127 +21%
NWA
668
New World Advisors
Massachusetts
$435K +$140K +241 +48%
OWP
669
ORG Wealth Partners
Texas
$432K +$432K +741 New
SC
670
Syon Capital
California
$431K -$3.5K -6 -0.8%
CCA
671
Checchi Capital Advisers
California
$431K +$1.75K +3 +0.4%
SMA
672
Sage Mountain Advisors
Georgia
$430K -$6.41K -11 -1%
QCG
673
Quadrant Capital Group
Ohio
$429K +$7K +12 +2%
SWA
674
SFMG Wealth Advisors
Texas
$428K -$1.17K -2 -0.3%
FTWA
675
Fifth Third Wealth Advisors
Ohio
$427K +$12.8K +22 +3%
25 26
27
28 29