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MSCI
MSCI

Overview Fund Activity

1,055 hedge funds and large institutions have $42.3B invested in MSCI in 2024 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 400 increasing their positions, 354 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,055
Holders Change
+69
Holders Change %
+7%
% of All Funds
14.05%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
161
Increased
400
Reduced
354
Closed
76
Calls
$98.3M
Puts
$172M
Net Calls
-$74.1M
Net Calls Change
-$29.4M

Top Buyers

1
EQF
Evergreen Quality Fund
Cayman Islands
$354M
2
Bessemer Group
Bessemer Group
New Jersey
$353M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$252M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$304M
5
UBS Group
UBS Group
Switzerland
$229M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$315M
2
BlackRock
BlackRock
New York
$3.57B
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$739M
4
Millennium Management
Millennium Management
New York
$160M
5
SGA
Sustainable Growth Advisers
Connecticut
$566M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAM
751
Fenimore Asset Management
New York
$343K – – –
DWT
752
Dorsey & Whitney Trust
South Dakota
$341K +$72K +120 +27%
PCIA
753
Prime Capital Investment Advisors
Kansas
$340K +$1.8K +3 +0.5%
WTC
754
WhitTier Trust Company
Nevada
$340K – – –
ACA
755
Aptus Capital Advisors
Alabama
$338K +$338K +564 New
NCFG
756
New Century Financial Group
New Jersey
$338K -$72.2K -120 -18%
CAL
757
Capital Advisors Ltd
Ohio
$336K +$2.4K +4 +0.7%
CG
758
Cynosure Group
Utah
$335K -$121K -201 -26%
GS
759
GTS Securities
New York
$334K -$265K -441 -44%
PCM
760
Penserra Capital Management
California
$333K +$113K +189 +51%
FFM
761
Forum Financial Management
Illinois
$332K +$19.2K +32 +6%
SC
762
Savant Capital
Illinois
$330K +$119K +199 +57%
LSAG
763
Lake Street Advisors Group
New Hampshire
$328K -$600 -1 -0.2%
CNBOF
764
City National Bank of Florida
Florida
$325K +$325K +541 New
PW
765
PUREfi Wealth
Massachusetts
$322K +$322K +536 New
WS
766
Wedbush Securities
California
$320K +$98.5K +164 +44%
CGL
767
Clarius Group LLC
Washington
$319K +$5.4K +9 +2%
CIC
768
Chilton Investment Company
Connecticut
$318K – – –
OAS
769
Optivise Advisory Services
Tennessee
$312K +$312K +520 New
GWM
770
GK Wealth Management
Nevada
$310K +$310K +517 New
CC
771
Centiva Capital
New York
$310K -$2.12M -3,533 -87%
SW
772
Simplicity Wealth
New Jersey
$309K +$22.8K +38 +8%
RAM
773
Ramirez Asset Management
New York
$305K – – –
TNA
774
True North Advisors
Texas
$304K +$304K +507 New
FW
775
FullCircle Wealth
Texas
$303K – – –
29 30
31
32 33