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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 %
MAM
1101
Magellan Asset Management
Australia
– -$221K -379 Closed
SF
1102
Summit Financial
New Jersey
– -$219K -376 Closed
OR
1103
Olympiad Research
Connecticut
– -$202K -347 Closed
CFM
1104
Catalyst Funds Management
Australia
– -$175K -300 Closed
M
1105
MOTCO
Texas
– -$166K -284 Closed
FDCP
1106
Foster Dykema Cabot & Partners
Massachusetts
– -$164K -281 Closed
VFA
1107
Values First Advisors
Tennessee
– -$133K -227 Closed
AA
1108
Alta Advisers
United Kingdom
– -$117K -200 Closed
FCM
1109
Fourpath Capital Management
Oklahoma
– -$100K -172 Closed
CPA
1110
Capital Performance Advisors
California
– -$93.9K -161 Closed
ATS
1111
Ashton Thomas Securities
New York
– -$39.6K -68 Closed
DCP
1112
DSM Capital Partners
Florida
– -$24.5K -42 Closed
GSEP
1113
Golden State Equity Partners
California
– -$23.3K -40 Closed
CFG
1114
Copley Financial Group
California
– -$19.4K -33 Closed
JIP
1115
Jaffetilchin Investment Partners
Florida
– -$12.3K -21 Closed
HGA
1116
Hobbs Group Advisors
South Carolina
– -$11.1K -19 Closed
FAM
1117
Flaharty Asset Management
Florida
– -$7.6K -13 Closed
RWA
1118
Redmont Wealth Advisors
Illinois
– -$5.83K -10 Closed
GJWM
1119
Gilliland Jeter Wealth Management
Arkansas
– -$5.83K -10 Closed
AEPWM
1120
Atlantic Edge Private Wealth Management
Florida
– -$5.25K -9 Closed
CAL
1121
Capital Analysts LLC
Pennsylvania
– -$5K -9 Closed
RWM
1122
Reston Wealth Management
Virginia
– -$2.92K -5 Closed
MHR
1123
Matthew Hamilton Rosenberg
– -$2.33K -4 Closed
CAM
1124
Creekmur Asset Management
Illinois
– -$2.33K -4 Closed
FG
1125
Fairman Group
Pennsylvania
– -$1.75K -3 Closed
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