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MSCI
MSCI

Overview Fund Activity

1,055 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, 400 increasing their positions, 354 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,055
Holders Change
+69
Holders Change %
+7%
% of All Funds
14.05%
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
400
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 %
BFS
126
Baskin Financial Services
Ontario, Canada
$43.6M +$83.4K +139 +0.2%
Natixis Advisors
127
Natixis Advisors
Massachusetts
$43.4M +$4.72M +7,874 +12%
Citadel Advisors
128
Citadel Advisors
Florida
$43.3M -$11.9M -19,877 -22%
Aberdeen Group
129
Aberdeen Group
United Kingdom
$42M -$14.3M -23,788 -25%
Adage Capital Partners
130
Adage Capital Partners
Massachusetts
$41.7M -$2.76M -4,600 -6%
O
131
Ossiam
France
$41.7M +$20.3M +33,818 +95%
Mitsubishi UFJ Trust & Banking
132
Mitsubishi UFJ Trust & Banking
Japan
$41.5M +$1.94M +3,235 +5%
DDC
133
DF Dent & Co
Maryland
$40.8M -$1.1M -1,837 -3%
GFM
134
GCQ Funds Management
Australia
$40.8M +$40.8M +68,019 New
KCM
135
Kornitzer Capital Management
Kansas
$40.8M -$137K -228 -0.3%
Citigroup
136
Citigroup
New York
$40.6M -$5.74M -9,568 -12%
CIBC Private Wealth Group
137
CIBC Private Wealth Group
Georgia
$40.6M -$655K -1,087 -2%
New York State Teachers Retirement System (NYSTRS)
138
New York State Teachers Retirement System (NYSTRS)
New York
$38.9M -$6.81M -11,349 -15%
APG Asset Management
139
APG Asset Management
Netherlands
$38.9M +$22.3M +38,444 +134%
VNIM
140
Vaughan Nelson Investment Management
Texas
$38.7M +$1.93M +3,220 +5%
Credit Agricole
141
Credit Agricole
France
$37.7M +$10.6M +17,641 +39%
RG
142
Rathbones Group
United Kingdom
$35.8M +$1.27M +2,123 +4%
VFCM
143
Valley Forge Capital Management
Florida
$35.8M +$35.8M +59,700 New
Zurich Cantonal Bank
144
Zurich Cantonal Bank
Switzerland
$35M +$16.8M +28,063 +93%
Thrivent Financial for Lutherans
145
Thrivent Financial for Lutherans
Minnesota
$34.8M +$13.4M +22,285 +62%
CIBC Asset Management
146
CIBC Asset Management
Ontario, Canada
$34.4M -$3.2M -5,343 -9%
Bank of Nova Scotia
147
Bank of Nova Scotia
Ontario, Canada
$33.6M +$21.8M +36,378 +186%
DekaBank Deutsche Girozentrale
148
DekaBank Deutsche Girozentrale
Germany
$33.5M – – –
New York State Common Retirement Fund
149
New York State Common Retirement Fund
New York
$33.5M -$2.37M -3,953 -7%
Victory Capital Management
150
Victory Capital Management
Texas
$33.2M +$1.63M +2,710 +5%
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