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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 %
BEC
776
Blue Edge Capital
Virginia
$233K +$233K +400 New
WCM
777
Washington Capital Management
Washington
$233K +$233K +400 New
BBA
778
Baader Bank Aktiengesellschaft
Germany
$233K +$233K +448 New
BIM
779
Bridges Investment Management
Nebraska
$232K +$232K +398 New
KP
780
Keel Point
Alabama
$231K +$9.91K +17 +4%
JAFL
781
Jay A. Fishman Ltd
Michigan
$230K -$14.6K -25 -6%
CI
782
CX Institutional
Indiana
$224K +$224K +385 New
PGCM
783
Prescott Group Capital Management
Oklahoma
$224K +$224K +384 New
WTA
784
Washington Trust Advisors
Massachusetts
$223K +$48.4K +83 +28%
HNB
785
Huntington National Bank
Ohio
$223K +$25.1K +43 +13%
AWA
786
Aaron Wealth Advisors
Illinois
$223K +$223K +382 New
SC
787
Summa Corp
Texas
$223K +$223K +382 New
MA
788
Montag & Associates
Georgia
$222K +$17.5K +30 +9%
PWPS
789
Pinnacle Wealth Planning Services
Ohio
$222K +$222K +380 New
MAM
790
Magellan Asset Management
Australia
$221K -$24.5K -42 -10%
MAG
791
M3 Advisory Group
Massachusetts
$220K +$220K +378 New
AC
792
Avestar Capital
New York
$219K +$219K +376 New
SF
793
Summit Financial
New Jersey
$219K +$219K +376 New
AUB
794
Atlantic Union Bankshares
Virginia
$219K -$76.4K -131 -26%
WS
795
Wedbush Securities
California
$215K +$215K +369 New
PCM
796
Penserra Capital Management
California
$213K +$2.32K +4 +1%
EWA
797
EverSource Wealth Advisors
Alabama
$212K -$122K -209 -37%
QCM
798
Qsemble Capital Management
New York
$210K +$210K +361 New
TF
799
Threadgill Financial
Texas
$210K +$210K +361 New
JAM
800
JCIC Asset Management
Ontario, Canada
$210K +$37.9K +65 +22%
30 31
32
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