MSCI icon

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 %
VCM
751
Virtue Capital Management
Tennessee
$270K -$60.6K -104 -18%
SAM
752
Smartleaf Asset Management
Massachusetts
$268K +$134K +233 +100%
CIA
753
Concurrent Investment Advisors
Florida
$264K +$16.9K +29 +7%
Capstone Investment Advisors
754
Capstone Investment Advisors
New York
$263K -$670K -1,149 -72%
WLG
755
Williamson Legacy Group
Indiana
$263K +$263K +451 New
DWT
756
Dorsey & Whitney Trust
South Dakota
$262K +$14K +24 +6%
OWM
757
OneAscent Wealth Management
Alabama
$259K +$5.82K +10 +2%
AC
758
ASB Consultores
Florida
$258K +$258K +442 New
CAG
759
Crestwood Advisors Group
Massachusetts
$258K +$258K +442 New
ECM
760
Evergreen Capital Management
Washington
$255K +$255K +437 New
C
761
Certuity
Florida
$254K -$76.4K -131 -23%
CPIG
762
Chicago Partners Investment Group
Illinois
$254K +$254K +425 New
DBRC
763
D.B. Root & Company
Pennsylvania
$249K -$220K -377 -47%
FHA
764
Flagship Harbor Advisors
Massachusetts
$243K +$243K +417 New
PP
765
PDS Planning
Ohio
$243K +$243K +417 New
ST
766
Smithfield Trust
Pennsylvania
$243K – – –
GI
767
GAMMA Investing
California
$242K +$79.3K +136 +49%
KPWS
768
Kestra Private Wealth Services
Texas
$241K +$241K +414 New
WCM
769
WealthBridge Capital Management
Ohio
$241K +$241K +414 New
JSW
770
Journey Strategic Wealth
New Jersey
$241K +$241K +413 New
MOS
771
MGO One Seven
Ohio
$241K +$241K +413 New
MFA
772
Mayflower Financial Advisors
Massachusetts
$240K +$240K +411 New
CAM
773
Claret Asset Management
Quebec, Canada
$236K +$236K +405 New
LF
774
Lantz Financial
Illinois
$234K +$234K +401 New
CAMG
775
CWA Asset Management Group
Florida
$234K +$234K +401 New
29 30
31
32 33