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MSCI
MSCI

Overview Fund Activity

910 hedge funds and large institutions have $39.9B invested in MSCI in 2024 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 364 increasing their positions, 310 reducing their positions, and 56 closing their positions.

Holders
910
Holders Change
+41
Holders Change %
+4.72%
% of All Funds
13.19%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.13%
New
107
Increased
364
Reduced
310
Closed
56
Calls
$98.2M
Puts
$85.6M
Net Calls
+$12.5M
Net Calls Change
-$5.78M

Top Buyers

1
AC
1
AKO Capital
United Kingdom
$247M
2
Edgewood Management
2
Edgewood Management
Connecticut
$875M
3
BlackRock
3
BlackRock
New York
$3.98B
4
Man Group
4
Man Group
United Kingdom
$153M
5
FPP
5
Findlay Park Partners
United Kingdom
$115M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$374M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$843M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$1.06B
4
Capital World Investors
4
Capital World Investors
California
$106M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$267M
Name Market Value Shares Shares
Change 		Shares
Change %
TFM
901
TFC Financial Management
Massachusetts
$1.12K 2 +1 +100%
GA
902
GoalVest Advisory
New York
$1.12K 2 +2 New
TFA
903
Transamerica Financial Advisors
Florida
$1K 1 – –
FPB
904
First PREMIER Bank
South Dakota
$1K 1 +1 New
CA
905
Continuum Advisory
Idaho
$965 2 +2 New
WWM
906
Wolff Wiese Magana
California
$561 1 – –
GI
907
Gradient Investments
Minnesota
$560 1 -2 -67%
CTA
908
Colonial Trust Advisors
South Carolina
$560 1 – –
CAM
909
ClariVest Asset Management
California
$557 1 – –
CT
910
Colonial Trust
South Carolina
$395 1 – –
DWM
911
Dogwood Wealth Management
Kansas
– – – –
Twin Tree Management
912
Twin Tree Management
Texas
– – -47,892 Closed
AAF
913
Andra AP-fonden
Sweden
– – -16,900 Closed
PCH
914
Polar Capital Holdings
United Kingdom
– – -9,366 Closed
SICM
915
Sustainable Insight Capital Management
New York
– – -4,266 Closed
Mawer Investment Management
916
Mawer Investment Management
Alberta, Canada
– – -4,106 Closed
FC
917
FORA Capital
Florida
– – -3,587 Closed
PP
918
PDT Partners
New York
– – -3,002 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
919
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– – -2,968 Closed
PA
920
Paragon Advisors
Texas
– – -2,472 Closed
AFS
921
Aft Forsyth & Sober
Florida
– – -2,425 Closed
BOSSRA
922
B.O.S.S. Retirement Advisors
Utah
– – -2,071 Closed
CS
923
Cannell & Spears
New York
– – -1,814 Closed
GIS
924
Grayhawk Investment Strategies
Alberta, Canada
– – -1,695 Closed
CI
925
Capital International
California
– – -1,627 Closed
35 36
37
38 39