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 %
FRM
1001
Fox Run Management
Connecticut
– – -3,980 Closed
LA
1002
LBP AM
France
– – -3,856 Closed
Wolverine Trading
1003
Wolverine Trading
Illinois
– – -3,842 Closed
PRC
1004
Pearl River Capital
Michigan
– – -3,011 Closed
PFMU
1005
Privium Fund Management (UK)
United Kingdom
– – -2,800 Closed
YIH
1006
Y-Intercept (HK)
Hong Kong
– – -2,592 Closed
AI
1007
Atom Investors
Texas
– – -2,372 Closed
SRL
1008
Scientech Research LLC
New Jersey
– – -2,249 Closed
SW
1009
SteelPeak Wealth
California
– – -2,069 Closed
AIM
1010
Achmea Investment Management
Netherlands
– – -1,951 Closed
BWM
1011
Buckley Wealth Management
Nevada
– – -1,900 Closed
N
1012
Numerai
California
– – -1,780 Closed
GCP
1013
Garda Capital Partners
Minnesota
– – -1,659 Closed
NC
1014
nVerses Capital
Florida
– – -1,600 Closed
WMA
1015
Wealth Management Associates
New Jersey
– – -1,540 Closed
AC
1016
AXQ Capital
New Jersey
– – -1,316 Closed
GCP
1017
GSA Capital Partners
United Kingdom
– – -1,142 Closed
SPA
1018
Sherbrooke Park Advisers
New York
– – -968 Closed
OWMIAS
1019
One Wealth Management Investment & Advisory Services
Florida
– – -959 Closed
EAM
1020
Empirical Asset Management
Massachusetts
– – -951 Closed
EP
1021
Edgestream Partners
New Jersey
– – -888 Closed
TPWA
1022
TRUE Private Wealth Advisors
Oregon
– – -837 Closed
WP
1023
Woodline Partners
California
– – -725 Closed
DS
1024
DRW Securities
Illinois
– – -690 Closed
SAG
1025
SageView Advisory Group
California
– – -643 Closed
39 40
41
42 43