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MSCI
MSCI

Overview Fund Activity

1,054 hedge funds and large institutions have $42.3B invested in MSCI in 2024 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 399 increasing their positions, 354 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,054
Holders Change
+69
Holders Change %
+7.01%
% of All Funds
14.03%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
161
Increased
399
Reduced
354
Closed
76
Calls
$98.3M
Puts
$172M
Net Calls
-$74.1M
Net Calls Change
-$29.4M

Top Buyers

1
EQF
1
Evergreen Quality Fund
Cayman Islands
$354M
2
Bessemer Group
2
Bessemer Group
New Jersey
$353M
3
Mackenzie Financial
3
Mackenzie Financial
Ontario, Canada
$252M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$304M
5
UBS Group
5
UBS Group
Switzerland
$229M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$315M
2
BlackRock
2
BlackRock
New York
$3.57B
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$739M
4
Millennium Management
4
Millennium Management
New York
$160M
5
SGA
5
Sustainable Growth Advisers
Connecticut
$566M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
901
Sentry Investment Management
Wisconsin
$69K -$137K -229 -67%
OP
902
ORG Partners
Indiana
$68.4K – – –
PTC
903
Private Trust Company
Ohio
$67.8K +$21.6K +36 +47%
QC
904
Quent Capital
New York
$66.8K -$2.41K -4 -3%
TFIPS
905
Towarzystwo Funduszy Inwestycyjnych PZU SA
$66K +$30K +50 +83%
T
906
TOBAM
France
$64K -$27.2K -45 -30%
PMAM
907
Picton Mahoney Asset Management
Ontario, Canada
$60K +$60K +100 New
LI
908
LRI Investments
Florida
$59.6K +$33.1K +55 +125%
GCGDR
909
Geo Capital Gestora de Recursos
Brazil
$58K -$5.38K -9 -8%
FNWA
910
Financial Network Wealth Advisors
Utah
$55.8K -$38.4K -64 -41%
CPBTD
911
Central Pacific Bank - Trust Division
Hawaii
$55.2K -$17.4K -29 -24%
RTC
912
Riverview Trust Company
Washington
$51.6K – – –
FUBT
913
First United Bank & Trust
Maryland
$51K – – –
RIL
914
Rothschild Investment LLC
Illinois
$49.8K +$1.8K +3 +4%
RI
915
Ridgewood Investments
New Jersey
$49.2K – – –
PMFA
916
Plante Moran Financial Advisors
Michigan
$48K – – –
AT
917
Arlington Trust
Alabama
$48K – – –
TWD
918
True Wealth Design
Ohio
$46.8K +$7.8K +13 +20%
CT
919
Colonial Trust
South Carolina
$41.6K +$22.9K +38 +123%
CLOS
920
Compagnie Lombard Odier SCmA
Switzerland
$41.4K +$41.4K +69 New
JFGIW
921
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$37.6K +$28K +47 +294%
JWA
922
JFS Wealth Advisors
Pennsylvania
$36.6K – – –
FMII
923
Farmers & Merchants Investments Inc
Nebraska
$36.6K – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
924
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$34.2K -$1.8M -2,993 -98%
HWM
925
Hemington Wealth Management
Virginia
$34K +$5.86K +10 +21%
35 36
37
38 39