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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 %
Royal London Asset Management
176
Royal London Asset Management
United Kingdom
$18.2M 31,141 +2,561 +9%
GC
177
Gillson Capital
Illinois
$18.1M 31,099 +31,099 New
EAM
178
Eventide Asset Management
Massachusetts
$18.1M 31,001 -2,274 -7%
CCM
179
Copeland Capital Management
Pennsylvania
$18M 30,898 -1,246 -4%
Asset Management One
180
Asset Management One
Japan
$17.8M 30,515 +821 +3%
BFM
181
Boston Financial Management
Massachusetts
$17.6M 30,264 -280 -0.9%
Zurich Cantonal Bank
182
Zurich Cantonal Bank
Switzerland
$17.6M 30,233 +949 +3%
TYCC
183
Texas Yale Capital Corp
Florida
$17.5M 29,962 -14 -0%
PAI
184
Pittenger & Anderson Inc
Nebraska
$17.2M 29,552 -91 -0.3%
State of New Jersey Common Pension Fund D
185
State of New Jersey Common Pension Fund D
New Jersey
$17M 29,203 – –
CM
186
Castleark Management
Illinois
$17M 29,120 -429 -1%
Stifel Financial
187
Stifel Financial
Missouri
$16.8M 28,791 +2,743 +11%
GT
188
Glenmede Trust
Pennsylvania
$16.4M 28,148 +9,527 +51%
VIM
189
Vancity Investment Management
British Columbia, Canada
$16.4M 28,054 -25,504 -48%
WJWM
190
Williams Jones Wealth Management
New York
$16.3M 27,960 -23,698 -46%
WorldQuant Millennium Advisors
191
WorldQuant Millennium Advisors
New York
$16.2M 27,805 +17,920 +181%
BCI
192
Brinker Capital Investments
Pennsylvania
$16.1M 27,605 -2,256 -8%
OPS
193
Orion Portfolio Solutions
Nebraska
$16.1M 27,605 -2,256 -8%
N
194
Natixis
France
$15.6M 26,821 +20,751 +342%
Rafferty Asset Management
195
Rafferty Asset Management
New York
$15.5M 26,666 -1,206 -4%
HIP
196
HUB Investment Partners
Texas
$15.3M 26,299 -616 -2%
Teacher Retirement System of Texas
197
Teacher Retirement System of Texas
Texas
$15.2M 26,035 +24,495 +1,591%
Nisa Investment Advisors
198
Nisa Investment Advisors
Missouri
$15.1M 25,952 -99 -0.4%
Comerica Bank
199
Comerica Bank
Texas
$15.1M 25,898 +1,848 +8%
APG Asset Management
200
APG Asset Management
Netherlands
$15M 28,678 -287,209 -91%
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