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MSCI
MSCI

Overview Fund Activity

985 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, 310 reducing their positions, and 67 closing their positions.

Holders
985
Holders Change
+61
Holders Change %
+6.6%
% of All Funds
14.25%
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
310
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
Norges Bank
2
Norges Bank
Norway
$0
3
BlackRock
3
BlackRock
New York
$3.67B
4
Impax Asset Management Group
4
Impax Asset Management Group
United Kingdom
$0
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$483M
Name Market Value Shares Shares
Change 		Shares
Change %
PAM
51
Panagora Asset Management
Massachusetts
$137M 234,470 -2,021 -0.9%
Ameriprise
52
Ameriprise
Minnesota
$136M 232,825 -47,547 -17%
IIP
53
Intermede Investment Partners
United Kingdom
$134M 230,633 +230,633 New
OCBV
54
Ownership Capital B.V.
Netherlands
$131M 224,156 -47,917 -18%
Wells Fargo
55
Wells Fargo
California
$127M 218,026 +58,804 +37%
AllianceBernstein
56
AllianceBernstein
Tennessee
$122M 209,057 -3,069 -1%
AC
57
AKO Capital
United Kingdom
$120M 206,096 -255,586 -55%
FPP
58
Findlay Park Partners
United Kingdom
$117M 201,300 -2,100 -1%
Los Angeles Capital Management
59
Los Angeles Capital Management
California
$116M 199,710 +29,444 +17%
Schroder Investment Management Group
60
Schroder Investment Management Group
United Kingdom
$112M 191,989 -67,530 -26%
UBS Group
61
UBS Group
Switzerland
$110M 189,241 +6,387 +3%
BGCP
62
Bristol Gate Capital Partners
Ontario, Canada
$110M 188,730 -280 -0.1%
EAM
63
EULAV Asset Management
Florida
$110M 188,457 +14,754 +8%
Arrowstreet Capital
64
Arrowstreet Capital
Massachusetts
$110M 188,330 +39,920 +27%
HSBC Holdings
65
HSBC Holdings
United Kingdom
$108M 186,417 -45,499 -20%
EAM
66
Eagle Asset Management
Florida
$107M 179,325 -90,976 -34%
DCP
67
Durable Capital Partners
Maryland
$105M 180,610 -135,989 -43%
Nomura Asset Management
68
Nomura Asset Management
Japan
$104M 178,714 -16,711 -9%
Baird Financial Group
69
Baird Financial Group
Wisconsin
$104M 177,718 -17,069 -9%
Sumitomo Mitsui Trust Group
70
Sumitomo Mitsui Trust Group
Japan
$103M 176,205 +4,935 +3%
Kayne Anderson Rudnick Investment Management
71
Kayne Anderson Rudnick Investment Management
California
$102M 175,775 +174,408 +12,758%
National Pension Service
72
National Pension Service
South Korea
$101M 173,878 +9,344 +6%
SEI Investments
73
SEI Investments
Pennsylvania
$101M 173,646 +25,830 +17%
D.E. Shaw & Co
74
D.E. Shaw & Co
New York
$98.5M 169,018 +120,128 +246%
BCM
75
Bowie Capital Management
Texas
$98.1M 168,357 +7,655 +5%
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