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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 %
JF
701
JSF Financial
California
$369K – – –
MPM
702
MBB Public Markets
Illinois
$367K -$3.12M -5,344 -89%
NWAG
703
Net Worth Advisory Group
Utah
$366K +$366K +629 New
CPW
704
Crestmont Private Wealth
Texas
$364K +$25.6K +44 +8%
RWM
705
Ritholtz Wealth Management
New York
$363K -$275K -472 -43%
IAS
706
Insigneo Advisory Services
Florida
$360K +$360K +617 New
CFGS
707
Concourse Financial Group Securities
Alabama
$359K -$139K -239 -28%
SPC
708
Sigma Planning Corp
Michigan
$358K +$3.5K +6 +1%
WEG
709
World Equity Group
Illinois
$357K +$7.58K +13 +2%
ET
710
Equitable Trust
Tennessee
$354K +$70.5K +121 +25%
WI
711
WBI Investments
New Jersey
$351K +$351K +602 New
WWM
712
WJ Wealth Management
Arizona
$350K – – –
WT
713
Whittier Trust
California
$345K +$6.41K +11 +2%
First Trust Advisors
714
First Trust Advisors
Illinois
$344K +$344K +590 New
BBW
715
Blue Barn Wealth
Utah
$340K +$340K +583 New
VWM
716
Venturi Wealth Management
Texas
$339K -$494K -848 -59%
KCM
717
Kathmere Capital Management
Pennsylvania
$336K +$29.1K +50 +9%
VFA
718
Valeo Financial Advisors
Indiana
$336K +$4.67K +8 +1%
FAM
719
Fenimore Asset Management
New York
$333K – – –
WTC
720
WhitTier Trust Company
Nevada
$330K +$15.2K +26 +5%
PCIA
721
Prime Capital Investment Advisors
Kansas
$329K +$75.8K +130 +30%
CAL
722
Capital Advisors Ltd
Ohio
$325K +$8.75K +15 +3%
PWM
723
Perigon Wealth Management
California
$324K -$13.4K -23 -4%
CT
724
ClearAlpha Technologies
Connecticut
$321K -$38.5K -66 -11%
LCM
725
Landscape Capital Management
New Jersey
$320K +$320K +549 New
27 28
29
30 31