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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 %
WT
876
Washington Trust
Rhode Island
$23.9K – – –
GSEP
877
Golden State Equity Partners
California
$23.3K +$23.3K +40 New
Bank Julius Baer & Co
878
Bank Julius Baer & Co
Switzerland
$22.2K -$251K -362 -92%
BIA
879
Bell Investment Advisors
California
$21.6K -$1.17K -2 -5%
RCM
880
Raleigh Capital Management
North Carolina
$21.6K +$3.5K +6 +19%
CA
881
CoreCap Advisors
Michigan
$21.6K +$4.08K +7 +23%
GKIM
882
GW&K Investment Management
Massachusetts
$21K +$4.67K +8 +29%
AIM
883
Anchor Investment Management
South Carolina
$20.4K – – –
FMP
884
Financial Management Professionals
Texas
$20K +$1.71K +3 +9%
TCOV
885
Trust Company of Vermont
Vermont
$19.8K +$5.25K +9 +36%
CFG
886
Copley Financial Group
California
$19.4K +$19.4K +33 New
MIFH
887
Migdal Insurance & Financial Holdings
Israel
$19K +$11.3K +19 +146%
VCM
888
Versant Capital Management
Arizona
$18.7K +$12.8K +22 +220%
EBA
889
Eagle Bay Advisors
New York
$18.1K – – –
CT
890
Colonial Trust
South Carolina
$18K +$6.4K +11 +55%
GWSG
891
GPS Wealth Strategies Group
Colorado
$17.8K – – –
PGAM
892
Princeton Global Asset Management
New Jersey
$15.1K – – –
LFA
893
LGT Financial Advisors
Texas
$14.6K – – –
ADL
894
Asset Dedication LLC
California
$14K – – –
MAM
895
Meeder Asset Management
Ohio
$13.4K – – –
JIP
896
Jaffetilchin Investment Partners
Florida
$12.3K +$12.3K +21 New
BGA
897
Battery Global Advisors
Massachusetts
$12.3K +$12.3K +21 New
CJ
898
Caitlin John
Michigan
$12.3K – – –
HFM
899
Harvest Fund Management
China
$12K +$12K +21 New
HIA
900
Harbor Investment Advisory
Maryland
$11.7K -$583 -1 -5%
34 35
36
37 38