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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
Norges Bank
2
Norges Bank
Norway
$0
3
BlackRock
3
BlackRock
New York
$3.67B
4
Impax Asset Management Group
4
Impax Asset Management Group
United Kingdom
$0
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$483M
Name Market Value Shares Shares
Change 		Shares
Change %
RWA
926
Redmont Wealth Advisors
Illinois
$5.83K 10 – –
WWP
927
WR Wealth Planners
Missouri
$5.83K 10 +5 +100%
FFO
928
Fortitude Family Office
Arizona
$5.83K 10 +10 New
AWM
929
Abound Wealth Management
Tennessee
$5.25K 9 – –
FPF
930
First Pacific Financial
Washington
$5.25K 9 – –
AEPWM
931
Atlantic Edge Private Wealth Management
Florida
$5.25K 9 – –
AFG
932
Albion Financial Group
Utah
$5.25K 9 – –
GEA
933
Glen Eagle Advisors
New Jersey
$5.25K 9 – –
EB
934
Eastern Bank
Massachusetts
$5.25K 9 +9 New
CAL
935
Capital Analysts LLC
Pennsylvania
$5K 9 +9 New
CWA
936
Carolina Wealth Advisors
South Carolina
$4.66K 8 +8 New
DPW
937
DiNuzzo Private Wealth
Pennsylvania
$4.08K 7 – –
RTL
938
Red Tortoise LLC
Georgia
$4.08K 7 – –
BGAI
939
Bruce G. Allen Investments
Colorado
$4.08K 7 – –
PCFFS
940
Pacific Center for Financial Services
California
$4.08K 7 – –
SIC
941
SJS Investment Consulting
Ohio
$4.08K 7 – –
JFA
942
JNBA Financial Advisors
Minnesota
$3.5K 6 – –
CFB
943
Cullen/Frost Bankers
Texas
$3.5K 6 – –
S
944
Sachetta
Massachusetts
$3.5K 6 – –
TCA
945
Trifecta Capital Advisors
Illinois
$3.5K 6 – –
DJSG
946
D.J. St. Germain
Massachusetts
$3.5K 6 – –
CCA
947
Criterion Capital Advisors
Tennessee
$3.37K 7 – –
JGIA
948
Jackson Grant Investment Advisers
Connecticut
$2.92K 5 – –
ACM
949
Anfield Capital Management
California
$2.92K 5 – –
RWM
950
Reston Wealth Management
Virginia
$2.92K 5 +5 New
36 37
38
39 40