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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 %
BCM
801
Buckhead Capital Management
Georgia
$210K +$210K +360 New
OC
802
Oppenheimer & Co
New York
$207K +$207K +355 New
EH
803
Equitable Holdings
New York
$205K +$205K +352 New
SC
804
Savant Capital
Illinois
$205K +$205K +351 New
KWM
805
Kolinsky Wealth Management
New Jersey
$204K +$204K +350 New
EFMH
806
E Fund Management (HK)
Hong Kong
$204K – – –
KMWM
807
Keudell/Morrison Wealth Management
Oregon
$203K +$203K +349 New
PSP
808
Principal Street Partners
Tennessee
$203K – – –
OR
809
Olympiad Research
Connecticut
$202K +$202K +347 New
CAG
810
Csenge Advisory Group
Florida
$202K +$202K +334 New
SIM
811
Sentry Investment Management
Wisconsin
$201K – – –
TFS
812
Thoroughbred Financial Services
Tennessee
$201K +$201K +346 New
TWC
813
TD Waterhouse Canada
Ontario, Canada
$201K -$231K -401 -53%
ZB
814
Zions Bancorporation
Utah
$198K -$3.5K -6 -2%
CFM
815
Catalyst Funds Management
Australia
$175K +$175K +300 New
AA
816
Ancora Advisors
Ohio
$168K +$583 +1 +0.3%
M
817
MOTCO
Texas
$166K – – –
FDCP
818
Foster Dykema Cabot & Partners
Massachusetts
$164K +$164K +281 New
HI
819
Harbour Investments
Wisconsin
$159K -$25.6K -44 -14%
GGI
820
Godsey & Gibb Inc
Virginia
$146K – – –
C
821
Covestor
United Kingdom
$143K +$17K +29 +13%
CYG
822
Clean Yield Group
Vermont
$143K – – –
LC
823
Lindbrook Capital
California
$142K +$5.83K +10 +4%
CFO
824
CVA Family Office
Colorado
$139K +$3.5K +6 +3%
AF
825
Allworth Financial
California
$137K -$6.41K -11 -4%
31 32
33
34 35