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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
14.05%
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 %
EWM
651
Evercore Wealth Management
New York
$599K – – –
GC
652
Gilbert & Cook
Iowa
$590K +$40.8K +68 +7%
CCA
653
Catalyst Capital Advisors
New York
$585K -$400K -666 -41%
DAS
654
Diversify Advisory Services
Utah
$582K -$36.8K -64 -6%
PGFC
655
Peapack-Gladstone Financial Corp
New Jersey
$578K -$6.6K -11 -1%
BFS
656
Bradley Foster & Sargent
Connecticut
$578K -$54.6K -91 -9%
PP
657
Prudential plc
United Kingdom
$573K +$154K +256 +37%
MCC
658
Malaga Cove Capital
California
$572K +$6K +10 +1%
AWS
659
Atria Wealth Solutions
New York
$571K -$12K -20 -2%
BCM
660
Bourgeon Capital Management
Connecticut
$569K +$569K +948 New
PL
661
Perpetual Ltd
Australia
$566K -$547K -912 -49%
MA
662
MJP Associates
Connecticut
$557K +$21K +35 +4%
NP
663
NorthRock Partners
Minnesota
$556K -$34.2K -57 -6%
WSFS
664
Wilmington Savings Fund Society
Delaware
$556K +$4.2K +7 +0.8%
RA
665
RFG Advisory
Alabama
$551K -$96.6K -161 -15%
TAM
666
Trust Asset Management
Texas
$551K – – –
EA
667
Emerald Advisers
Pennsylvania
$541K +$1.8K +3 +0.3%
P
668
Pitcairn
Pennsylvania
$533K -$7.2K -12 -1%
TFA
669
Toth Financial Advisory
Virginia
$530K +$16.2K +27 +3%
TS
670
Triglav Skladi
Slovenia
$525K +$525K +875 New
AAM
671
Azzad Asset Management
Virginia
$524K +$3K +5 +0.6%
KIM
672
Kestra Investment Management
Texas
$521K +$121K +201 +30%
VWM
673
Valley Wealth Managers
New Jersey
$517K +$37.8K +63 +8%
CB
674
CNB Bank
Pennsylvania
$509K -$29.4K -49 -5%
AF
675
Aviso Financial
Ontario, Canada
$502K -$7.2K -12 -1%
25 26
27
28 29