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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.

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 Market Value Shares Shares
Change 		Shares
Change %
PWMG
901
Private Wealth Management Group
New Jersey
$11.7K 20 – –
HGA
902
Hobbs Group Advisors
South Carolina
$11.1K 19 – –
CHA
903
Carmichael Hill & Associates
Maryland
$11.1K 19 – –
MCM
904
Manchester Capital Management
Vermont
$11.1K 19 +1 +6%
RS
905
Rakuten Securities
Japan
$9.91K 17 -2 -11%
FCA
906
FinTrust Capital Advisors
South Carolina
$9.91K 17 – –
DCM
907
Davidson Capital Management
Texas
$9.33K 16 +2 +14%
JFGIW
908
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9.33K 16 +14 +700%
WWM
909
Wolff Wiese Magana
California
$9.33K 16 +15 +1,500%
AWM
910
Avior Wealth Management
Nebraska
$9.33K 16 +2 +14%
SIC
911
Salem Investment Counselors
North Carolina
$8.74K 15 – –
SCA
912
Stuart Chaussee & Associates
California
$8.74K 15 – –
KFI
913
Key Financial Inc
Pennsylvania
$8.74K 15 +2 +15%
EPW
914
Evergreen Private Wealth
Colorado
$8.16K 14 – –
TC
915
Truvestments Capital
Florida
$8.16K 14 +14 New
FAM
916
Flaharty Asset Management
Florida
$7.6K 13 +13 New
AW
917
Avion Wealth
Texas
$7K 13 +4 +44%
PWMG
918
Prestige Wealth Management Group
New Jersey
$7K 12 – –
KPP
919
Kings Path Partners
Texas
$7K 12 – –
HWA
920
Heritage Wealth Advisors
Virginia
$7K 12 +12 New
DAM
921
Delta Asset Management
Tennessee
$6.41K 11 – –
EAM
922
Eukles Asset Management
Ohio
$6.41K 11 – –
CWP
923
Concord Wealth Partners
Virginia
$6.41K 11 +11 New
RWA
924
Redmont Wealth Advisors
Illinois
$5.83K 10 – –
GJWM
925
Gilliland Jeter Wealth Management
Arkansas
$5.83K 10 – –
35 36
37
38 39