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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 %
BAM
951
Bellevue Asset Management
Washington
$2.91K 5 – –
CAS
952
Coppell Advisory Solutions
Texas
$2.88K 5 – –
CA
953
Continuum Advisory
Idaho
$2.43K 4 +2 +100%
HWP
954
Highline Wealth Partners
California
$2.34K 4 +1 +33%
PCWA
955
Pacific Capital Wealth Advisors
California
$2.33K 4 – –
MFT
956
Moisand Fitzgerald Tamayo
Florida
$2.33K 4 – –
AP
957
Aspect Partners
Virginia
$2.33K 4 – –
MHR
958
Matthew Hamilton Rosenberg
$2.33K 4 – –
CAM
959
Creekmur Asset Management
Illinois
$2.33K 4 +4 New
CPG
960
Cornerstone Planning Group
New Jersey
$2.32K 4 +1 +33%
AIM
961
Aurora Investment Managers
Florida
$2.24K 3,845 -117 -3%
RFS
962
Richardson Financial Services
Massachusetts
$2.03K 4 +1 +33%
RWPA
963
Richard W. Paul & Associates
Michigan
$1.75K 3 -6 -67%
MA
964
MCF Advisors
Kentucky
$1.75K 3 -1 -25%
CTC
965
Central Trust Company
Missouri
$1.75K 3 – –
FG
966
Fairman Group
Pennsylvania
$1.75K 3 – –
HNB
967
Hilltop National Bank
Wyoming
$1.75K 3 – –
RWM
968
Ruedi Wealth Management
Illinois
$1.17K 2 -1 -33%
FFA
969
Frazier Financial Advisors
Ohio
$1.17K 2 – –
SWM
970
Sanctuary Wealth Management
Idaho
$1.17K 2 – –
SIS
971
Sound Income Strategies
Florida
$1.17K 2 – –
CAC
972
Core Alternative Capital
Georgia
$1.17K 2 – –
VAMG
973
Voisard Asset Management Group
Michigan
$1.17K 2 +2 New
CA
974
Claris Advisors
Missouri
$1.17K 2 +2 New
TFM
975
TFC Financial Management
Massachusetts
$1.17K 2 +2 New
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39
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