MSCI icon

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 %
Fundsmith LLP
76
Fundsmith LLP
United Kingdom
$97.1M 166,619 – –
Chevy Chase Trust
77
Chevy Chase Trust
Maryland
$93.4M 160,245 -2,819 -2%
Swedbank
78
Swedbank
Sweden
$89.8M 154,107 -1,081 -0.7%
Westfield Capital Management
79
Westfield Capital Management
Massachusetts
$89.7M 153,943 +25,849 +20%
RhumbLine Advisers
80
RhumbLine Advisers
Massachusetts
$88.7M 152,239 -3,242 -2%
BNP Paribas Financial Markets
81
BNP Paribas Financial Markets
France
$88.3M 151,514 +14,028 +10%
Fisher Asset Management
82
Fisher Asset Management
Washington
$84.5M 144,928 -8,741 -6%
MG
83
Markel Group
Virginia
$83.3M 142,850 – –
Renaissance Technologies
84
Renaissance Technologies
New York
$79.3M 136,121 +136,121 New
Assenagon Asset Management
85
Assenagon Asset Management
Luxembourg
$77.9M 133,636 +104,474 +358%
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$76.2M 132,222 +7,521 +6%
MNA
87
Manning & Napier Advisors
New York
$75.9M 130,284 -60,164 -32%
California State Teachers Retirement System (CalSTRS)
88
California State Teachers Retirement System (CalSTRS)
California
$74.6M 128,025 +357 +0.3%
RJA
89
Raymond James & Associates
Florida
$74M 127,021 +6,564 +5%
Voloridge Investment Management
90
Voloridge Investment Management
Florida
$71.9M 123,366 -4,129 -3%
Aviva
91
Aviva
United Kingdom
$70.6M 121,033 +1,939 +2%
Prudential Financial
92
Prudential Financial
New Jersey
$70M 120,086 +34,307 +40%
QCM
93
Quantinno Capital Management
New York
$68.2M 117,078 +479 +0.4%
GIC
94
GFI Investment Counsel
Ontario, Canada
$67.3M 115,372 +1,439 +1%
Mitsubishi UFJ Asset Management
95
Mitsubishi UFJ Asset Management
Japan
$65.9M 113,097 +7,529 +7%
Man Group
96
Man Group
United Kingdom
$64.8M 111,118 +75,646 +213%
YL
97
YCG LLC
Texas
$62.5M 107,177 +812 +0.8%
HighTower Advisors
98
HighTower Advisors
Illinois
$60.1M 103,138 -2,445 -2%
CWG
99
C WorldWide Group
Denmark
$59.6M 102,317 -378 -0.4%
CIP
100
Champlain Investment Partners
Vermont
$56.1M 96,240 +96,240 New
2 3
4
5 6