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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
BlackRock
2
BlackRock
New York
$3.67B
3
Impax Asset Management Group
3
Impax Asset Management Group
United Kingdom
$0
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$483M
5
APG Asset Management
5
APG Asset Management
Netherlands
$15M
Name Market Value Shares Shares
Change 		Shares
Change %
WAM
151
Wilson Asset Management
Australia
$24.4M 41,783 +2,874 +7%
OCM
152
Oribel Capital Management
New York
$24M 41,200 +41,200 New
IMCOOI
153
Investment Management Corp of Ontario (IMCO)
Canada
$23.4M 40,119 +800 +2%
LPL Financial
154
LPL Financial
California
$23.3M 40,054 +10,223 +34%
HFS
155
Hantz Financial Services
Michigan
$23M 39,510 +14,493 +58%
Toronto Dominion Bank
156
Toronto Dominion Bank
Ontario, Canada
$22.9M 39,233 +539 +1%
DSAM
157
Dock Street Asset Management
Florida
$22.7M 38,941 +1,577 +4%
Tudor Investment Corp
158
Tudor Investment Corp
Connecticut
$22.4M 38,436 -24,401 -39%
SOMRS
159
State of Michigan Retirement System
Michigan
$22.3M 38,302 -300 -0.8%
JCM
160
Junto Capital Management
New York
$22.2M 38,143 +38,143 New
OAM
161
Oppenheimer Asset Management
New York
$22.2M 38,101 +10,856 +40%
Pictet Asset Management
162
Pictet Asset Management
Switzerland
$21.5M 36,869 -3,233 -8%
Parnassus Investments
163
Parnassus Investments
California
$21M 36,002 +7,830 +28%
Thrivent Financial for Lutherans
164
Thrivent Financial for Lutherans
Minnesota
$20.9M 35,776 -17,499 -33%
O
165
Ossiam
France
$20.8M 35,675 +28,928 +429%
Vontobel Holding
166
Vontobel Holding
Switzerland
$20.8M 35,607 -78 -0.2%
CII
167
Capital International Inc
California
$20.6M 35,386 -909 -3%
Korea Investment Corp
168
Korea Investment Corp
South Korea
$20.6M 35,370 -22,101 -38%
LCAM
169
London & Capital Asset Management
United Kingdom
$20.4M 34,967 +4,402 +14%
Treasurer of the State of North Carolina
170
Treasurer of the State of North Carolina
North Carolina
$20M 34,379 – –
Ohio Public Employees Retirement System (OPERS)
171
Ohio Public Employees Retirement System (OPERS)
Ohio
$19.9M 34,158 -3,562 -9%
LWCFA
172
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$19.8M 33,580 -245 -0.7%
TD Asset Management
173
TD Asset Management
Ontario, Canada
$19.4M 33,714 -148 -0.4%
CPIM
174
Coalescence Partners Investment Management
New York
$19.2M 33,014 – –
Fayez Sarofim & Co
175
Fayez Sarofim & Co
Texas
$18.5M 31,765 +10,026 +46%
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