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MSCI
MSCI

Overview Fund Activity

985 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, 310 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
985
Holders Change
+61
Holders Change %
+6.6%
% of All Funds
14.25%
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
310
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 %
MPWT
826
MassMutual Private Wealth & Trust
Connecticut
$131K -$11.7K -20 -8%
CH
827
Cromwell Holdings
Wyoming
$131K – – –
AGWCA
828
Annis Gardner Whiting Capital Advisors
Florida
$129K -$3.5K -6 -3%
AA
829
Alta Advisers
United Kingdom
$117K – – –
GCM
830
Goldstream Capital Management
Hong Kong
$114K +$114K +195 New
DF
831
Dunhill Financial
United Kingdom
$102K +$4.67K +8 +5%
FCM
832
Fourpath Capital Management
Oklahoma
$100K +$100K +172 New
PFBT
833
Parkside Financial Bank & Trust
Missouri
$99.7K -$2.33K -4 -2%
UB
834
UMB Bank
Missouri
$99.7K +$34.4K +59 +53%
PPC
835
Park Place Capital
Alabama
$99.1K +$7.58K +13 +8%
SS
836
Sunbelt Securities
Texas
$96.8K +$9.33K +16 +11%
SFFS
837
Stonehage Fleming Financial Services
Jersey
$96.2K – – –
CPA
838
Capital Performance Advisors
California
$93.9K +$93.9K +161 New
FNWA
839
Financial Network Wealth Advisors
Utah
$91.5K +$32.1K +55 +54%
APW
840
Acima Private Wealth
Virginia
$89.2K – – –
T
841
TOBAM
France
$88K – – –
GWM
842
Geneos Wealth Management
Colorado
$82.8K +$76.9K +132 +1,320%
GRP
843
Global Retirement Partners
California
$78.7K +$22.2K +38 +39%
GFPC
844
Global Financial Private Client
Florida
$75.2K +$7K +12 +10%
POIA
845
Pin Oak Investment Advisors
Texas
$75K +$25.4K +44 +51%
Optiver Holding
846
Optiver Holding
Netherlands
$73.4K +$18.1K +31 +33%
CPBTD
847
Central Pacific Bank - Trust Division
Hawaii
$70.5K -$1.22M -2,101 -95%
QC
848
Quent Capital
New York
$67.2K – – –
OP
849
ORG Partners
Indiana
$66.5K -$244K -418 -79%
LFG
850
Larson Financial Group
Missouri
$62.4K +$15.2K +26 +32%
32 33
34
35 36