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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 %
LFG
851
Larson Financial Group
Missouri
$62.4K +$15.2K +26 +32%
GCGDR
852
Geo Capital Gestora de Recursos
Brazil
$62K -$7.02K -12 -10%
ANBT
853
American National Bank & Trust
Texas
$57.7K +$57.7K +99 New
AAP
854
Arax Advisory Partners
Colorado
$56K +$4.08K +7 +8%
RTC
855
Riverview Trust Company
Washington
$50.1K -$27.4K -47 -35%
FUBT
856
First United Bank & Trust
Maryland
$49.5K – – –
RI
857
Ridgewood Investments
New Jersey
$47.8K – – –
AT
858
Arlington Trust
Alabama
$46.6K – – –
PMFA
859
Plante Moran Financial Advisors
Michigan
$46.6K – – –
RIL
860
Rothschild Investment LLC
Illinois
$46.6K +$15.2K +26 +48%
PCMC
861
Planning Capital Management Corporation
Pennsylvania
$44.9K +$11.7K +20 +35%
PTC
862
Private Trust Company
Ohio
$44.9K +$11.7K +20 +35%
ATS
863
Ashton Thomas Securities
New York
$39.6K +$39.6K +68 New
TWD
864
True Wealth Design
Ohio
$37.9K +$37.9K +65 New
JWA
865
JFS Wealth Advisors
Pennsylvania
$35.6K -$65.3K -112 -65%
FMII
866
Farmers & Merchants Investments Inc
Nebraska
$35.6K – – –
TFIPS
867
Towarzystwo Funduszy Inwestycyjnych PZU SA
$35K – – –
BCMLT
868
Beacon Capital Management LLC (Tennessee)
Tennessee
$30.9K +$27.4K +47 +783%
NL
869
NVWM LLC
Pennsylvania
$28K +$1.17K +2 +4%
RA
870
Rise Advisors
New York
$27.6K – – –
AF
871
Advisornet Financial
Minnesota
$27.4K +$1.75K +3 +7%
HWM
872
Hemington Wealth Management
Virginia
$27K +$27K +48 New
LI
873
LRI Investments
Florida
$26.7K +$14.5K +24 +120%
CWC
874
Carolinas Wealth Consulting
North Carolina
$26.2K +$3.5K +6 +15%
OC
875
Oarsman Capital
Wisconsin
$26.2K +$26.2K +45 New
33 34
35
36 37