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 %
1IA
976
1620 Investment Advisors
Massachusetts
$834 1 +1 New
PPA
977
Painted Porch Advisors
California
$593 1 – –
WA
978
WestEnd Advisors
North Carolina
$583 1 – –
HPC
979
HM Payson & Co
Maine
$583 1 +1 New
RAM
980
Riggs Asset Management
Pennsylvania
$583 1 +1 New
JFG
981
JDM Financial Group
Texas
$583 1 +1 New
CAM
982
ClariVest Asset Management
California
$487 1 – –
AFS
983
Annapolis Financial Services
Maryland
– – – –
YDMI
984
Y.D. More Investments
Israel
$69 44 +2 +5%
IAIM
985
International Assets Investment Management
Florida
$45 26,232 +26,097 +19,331%
DWM
986
Dogwood Wealth Management
Kansas
– – – –
CMP
987
Coston McIsaac & Partners
Maine
$4 7 – –
Capital Research Global Investors
988
Capital Research Global Investors
California
– – -1,418,385 Closed
Norges Bank
989
Norges Bank
Norway
– – -972,714 Closed
Impax Asset Management Group
990
Impax Asset Management Group
United Kingdom
– – -545,875 Closed
TP
991
Third Point
New York
– – -150,000 Closed
TFP
992
Triple Frond Partners
California
– – -57,920 Closed
SFC
993
Strategic Financial Concepts
Texas
– – -48,072 Closed
ACL
994
APEIRON Capital Ltd
Hong Kong
– – -15,064 Closed
TPSF
995
Texas Permanent School Fund
Texas
– – -13,128 Closed
Jacobs Levy Equity Management
996
Jacobs Levy Equity Management
New Jersey
– – -10,968 Closed
Simplex Trading
997
Simplex Trading
Illinois
– – -7,285 Closed
MFAM
998
Motley Fool Asset Management
Virginia
– – -5,198 Closed
TC
999
TwinBeech Capital
New York
– – -5,119 Closed
Nomura Holdings
1000
Nomura Holdings
Japan
– – -4,841 Closed
38 39
40
41 42