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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 %
Winslow Capital Management
676
Winslow Capital Management
Minnesota
$421K -$57.1K -98 -12%
LS
677
Livforsakringsbolaget Skandia
Sweden
$420K +$350K +600 +496%
PA
678
Parallel Advisors
California
$418K +$46.6K +80 +13%
WA
679
Wealth Alliance
New York
$417K +$79.3K +136 +23%
HWAM
680
Hennion & Walsh Asset Management
New Jersey
$410K -$365K -627 -47%
BBHC
681
Brown Brothers Harriman & Co
New York
$409K +$53.6K +92 +15%
ITFISA
682
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$408K – – –
BTI
683
Blue Trust Inc
Georgia
$408K -$176K -365 -30%
PP
684
Prudential plc
United Kingdom
$407K -$5.48M -9,393 -93%
WCM
685
Weaver Capital Management
Georgia
$403K +$33.2K +57 +9%
CWM
686
Connecticut Wealth Management
Connecticut
$402K -$8.74K -15 -2%
GM
687
GeoWealth Management
Illinois
$402K -$57.7K -99 -13%
BHPW
688
Beverly Hills Private Wealth
California
$402K – – –
HH
689
Hilltop Holdings
Texas
$401K +$401K +688 New
MCM
690
MAI Capital Management
Ohio
$399K -$98.5K -169 -20%
NCFG
691
New Century Financial Group
New Jersey
$398K -$115K -198 -23%
PCM
692
Prelude Capital Management
New York
$397K -$260K -446 -40%
AR
693
Apeiron RIA
Texas
$394K +$15.7K +27 +4%
PI
694
PEAK6 Investments
Illinois
$393K +$392K +672 +33,600%
AWM
695
Axxcess Wealth Management
California
$390K +$18.7K +32 +5%
KIM
696
Kestra Investment Management
Texas
$389K +$389K +667 New
MWM
697
Meridian Wealth Management
Kentucky
$389K +$1.75K +3 +0.5%
IIM
698
INTECH Investment Management
Florida
$375K -$769K -1,319 -67%
OFS
699
OneAscent Financial Services
Alabama
$375K -$71.7K -123 -16%
WBC
700
Westpac Banking Corp
Australia
$375K +$50.1K +86 +15%
26 27
28
29 30