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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
Evergreen Quality Fund
Cayman Islands
$354M
2
Bessemer Group
Bessemer Group
New Jersey
$353M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$252M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$304M
5
UBS Group
UBS Group
Switzerland
$229M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$315M
2
BlackRock
BlackRock
New York
$3.57B
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$739M
4
Millennium Management
Millennium Management
New York
$160M
5
SGA
Sustainable Growth Advisers
Connecticut
$566M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
176
Weiss Asset Management
Massachusetts
$21.9M +$21.9M +36,455 New
GLF
177
Groupe la Francaise
France
$21.6M +$21.6M +403,224 New
CPIM
178
Coalescence Partners Investment Management
New York
$21.4M +$1.61M +2,676 +8%
GC
179
Gillson Capital
Illinois
$21.3M +$2.69M +4,478 +14%
Parnassus Investments
180
Parnassus Investments
California
$21.3M -$299K -498 -1%
SOMRS
181
State of Michigan Retirement System
Michigan
$21.1M -$1.86M -3,100 -8%
ACIM
182
Azimuth Capital Investment Management
Michigan
$20.8M +$9.3M +15,507 +81%
LWCFA
183
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$20.8M -$125K -201 -0.6%
Treasurer of the State of North Carolina
184
Treasurer of the State of North Carolina
North Carolina
$20.6M -$30K -50 -0.1%
TC
185
TwinBeech Capital
New York
$20.6M +$20.6M +34,303 New
JG
186
Jain Global
New York
$20.5M +$20.5M +34,188 New
TD Asset Management
187
TD Asset Management
Ontario, Canada
$20.4M +$194K +324 +1%
LCAM
188
London & Capital Asset Management
United Kingdom
$20.2M -$829K -1,382 -4%
Ohio Public Employees Retirement System (OPERS)
189
Ohio Public Employees Retirement System (OPERS)
Ohio
$19.7M -$765K -1,275 -4%
EAM
190
Eventide Asset Management
Massachusetts
$19.3M +$653K +1,089 +4%
Fayez Sarofim & Co
191
Fayez Sarofim & Co
Texas
$19.1M – – –
Royal London Asset Management
192
Royal London Asset Management
United Kingdom
$18.9M +$241K +401 +1%
WAM
193
Wilson Asset Management
Australia
$18.7M -$6.33M -10,551 -25%
Asset Management One
194
Asset Management One
Japan
$18.6M -$16.5K -27 -0.1%
BFM
195
Boston Financial Management
Massachusetts
$18.6M +$401K +669 +2%
First Trust Advisors
196
First Trust Advisors
Illinois
$18.2M +$17.9M +29,816 +5,054%
PAI
197
Pittenger & Anderson Inc
Nebraska
$18M +$268K +447 +2%
TYCC
198
Texas Yale Capital Corp
Florida
$18M -$7.2K -12 -0%
Vontobel Holding
199
Vontobel Holding
Switzerland
$17.7M -$3.65M -6,080 -17%
FRAF
200
Första AP-fonden
Sweden
$17.6M +$3.36M +5,600 +24%
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