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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
14.04%
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 %
Kayne Anderson Rudnick Investment Management
76
Kayne Anderson Rudnick Investment Management
California
$108M +$2.63M +4,381 +2%
SEI Investments
77
SEI Investments
Pennsylvania
$107M +$3.24M +5,399 +3%
Sumitomo Mitsui Trust Group
78
Sumitomo Mitsui Trust Group
Japan
$106M +$154K +257 +0.1%
Assenagon Asset Management
79
Assenagon Asset Management
Luxembourg
$105M +$24.8M +41,346 +31%
RBI
80
Raiffeisen Bank International
Austria
$103M +$103M +172,474 New
BNP Paribas Financial Markets
81
BNP Paribas Financial Markets
France
$102M +$11.6M +19,284 +13%
Swedbank
82
Swedbank
Sweden
$102M +$9.26M +15,425 +10%
Baird Financial Group
83
Baird Financial Group
Wisconsin
$100M -$6.33M -10,552 -6%
Fundsmith LLP
84
Fundsmith LLP
United Kingdom
$100M – – –
Nomura Asset Management
85
Nomura Asset Management
Japan
$99.7M -$7.54M -12,566 -7%
National Pension Service
86
National Pension Service
South Korea
$98M -$6.37M -10,623 -6%
BCM
87
Bowie Capital Management
Texas
$97.8M -$3.23M -5,391 -3%
Chevy Chase Trust
88
Chevy Chase Trust
Maryland
$92.2M -$3.93M -6,555 -4%
Westfield Capital Management
89
Westfield Capital Management
Massachusetts
$89.4M -$3M -5,003 -3%
RhumbLine Advisers
90
RhumbLine Advisers
Massachusetts
$89M -$2.35M -3,916 -3%
AQR Capital Management
91
AQR Capital Management
Connecticut
$87M +$30.6M +50,997 +54%
MG
92
Markel Group
Virginia
$85.7M – – –
FFM
93
Fisher Funds Management
New Zealand
$82.7M +$82.7M +137,941 New
CIP
94
Champlain Investment Partners
Vermont
$80.9M +$23.2M +38,610 +40%
Bank of Montreal
95
Bank of Montreal
Ontario, Canada
$76M -$3.38M -5,636 -4%
California State Teachers Retirement System (CalSTRS)
96
California State Teachers Retirement System (CalSTRS)
California
$73.3M -$3.56M -5,941 -5%
Mitsubishi UFJ Asset Management
97
Mitsubishi UFJ Asset Management
Japan
$73.2M +$5.19M +8,632 +8%
MNA
98
Manning & Napier Advisors
New York
$73.1M -$5.09M -8,480 -7%
Federated Hermes
99
Federated Hermes
Pennsylvania
$71.8M +$18.4M +30,722 +35%
GIC
100
GFI Investment Counsel
Ontario, Canada
$70M +$743K +1,239 +1%
2 3
4
5 6