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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 %
LSAG
726
Lake Street Advisors Group
New Hampshire
$319K +$54.8K +94 +21%
MIM
727
Meridiem Investment Management
United Kingdom
$318K +$175K +300 +122%
FW
728
FullCircle Wealth
Texas
$315K +$315K +530 New
CIC
729
Chilton Investment Company
Connecticut
$309K – – –
QL
730
Quarry LP
New York
$307K +$52.5K +90 +21%
GFP
731
Gryphon Financial Partners
Ohio
$306K +$43.2K +74 +16%
CGL
732
Clarius Group LLC
Washington
$304K -$12.2K -21 -4%
FFM
733
Forum Financial Management
Illinois
$304K +$3.5K +6 +1%
IAN
734
Integrated Advisors Network
Texas
$301K +$301K +516 New
FMLI
735
Fukoku Mutual Life Insurance
Japan
$300K – – –
AFG
736
Atomi Financial Group
New York
$299K +$299K +512 New
BIG
737
Brooklyn Investment Group
New York
$298K +$26.8K +46 +10%
VSQM
738
V-Square Quantitative Management
Illinois
$297K +$42.6K +73 +17%
RAM
739
Ramirez Asset Management
New York
$297K – – –
GAM
740
Gotham Asset Management
New York
$293K -$46.1K -79 -14%
II
741
Ibex Investors
Colorado
$291K – – –
IAA
742
Independent Advisor Alliance
North Carolina
$285K -$58.9K -101 -17%
FCM
743
FJ Capital Management
Virginia
$283K +$283K +485 New
HBS
744
Howard Bailey Securities
Indiana
$279K +$279K +479 New
SW
745
Simplicity Wealth
New Jersey
$278K -$978K -1,677 -78%
CA
746
Clearstead Advisors
Ohio
$277K +$82.8K +142 +43%
AWM
747
Angeles Wealth Management
California
$277K +$18.1K +31 +7%
SFS
748
Security Financial Services
Indiana
$276K +$276K +473 New
CI
749
Conning Inc
Connecticut
$275K -$4.08K -7 -1%
HCM
750
Howard Capital Management
Georgia
$273K +$273K +469 New
28 29
30
31 32