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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 %
OQS
1026
Occudo Quantitative Strategies
Florida
– – -635 Closed
CC
1027
Corton Capital
Ontario, Canada
– – -573 Closed
SP
1028
Symmetry Partners
Connecticut
– – -563 Closed
BCM
1029
BluePath Capital Management
Georgia
– – -539 Closed
SW
1030
SVB Wealth
Massachusetts
– – -510 Closed
SFI
1031
Siemens Fonds Invest
Germany
– – -496 Closed
FTIS
1032
First Trust Investment Solutions
Florida
– – -424 Closed
EC
1033
EntryPoint Capital
New York
– – -270 Closed
ATPW
1034
Ashton Thomas Private Wealth
Arizona
– – -232 Closed
OWA
1035
Opal Wealth Advisors
New York
– – -211 Closed
KFS
1036
Kelly Financial Services
Massachusetts
– – -133 Closed
CA
1037
Crewe Advisors
Utah
– – -132 Closed
BC
1038
Barrett & Company
Rhode Island
– – -106 Closed
VAG
1039
VisionPoint Advisory Group
Texas
– – -79 Closed
HH
1040
HWG Holdings
Texas
– – -57 Closed
Group One Trading
1041
Group One Trading
Illinois
– – -54 Closed
SIM
1042
Studio Investment Management
Illinois
– – -30 Closed
FRA
1043
Front Row Advisors
California
– – -20 Closed
OC
1044
Oakworth Capital
Alabama
– – -20 Closed
FW
1045
Fairway Wealth
Ohio
– – -9 Closed
EC
1046
EdgeRock Capital
Colorado
– – -7 Closed
VF
1047
VitalStone Financial
Texas
– – -5 Closed
PP
1048
Pacifica Partners
Canada
– – -5 Closed
TWP
1049
Triad Wealth Partners
Kansas
– – -5 Closed
VNA
1050
Valley National Advisers
Pennsylvania
– – -4 Closed
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