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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
Norges Bank
2
Norges Bank
Norway
$0
3
BlackRock
3
BlackRock
New York
$3.67B
4
Impax Asset Management Group
4
Impax Asset Management Group
United Kingdom
$0
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$483M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.15B 8,837,144 -23,327 -0.3%
BlackRock
2
BlackRock
New York
$3.67B 6,301,984 -524,980 -8%
State Street
3
State Street
Massachusetts
$1.86B 3,192,364 +11,351 +0.4%
Polen Capital Management
4
Polen Capital Management
Florida
$1.3B 2,228,293 +577,843 +35%
Edgewood Management
5
Edgewood Management
Connecticut
$1.28B 2,195,639 +318,214 +17%
BAMCO Inc
6
BAMCO Inc
New York
$1.26B 2,157,431 -57,979 -3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.08B 1,862,362 +13,691 +0.7%
Morgan Stanley
8
Morgan Stanley
New York
$1.08B 1,846,907 +178,679 +11%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$926M 1,587,723 +198,666 +14%
Principal Financial Group
10
Principal Financial Group
Iowa
$871M 1,493,534 +37,340 +3%
Capital International Investors
11
Capital International Investors
California
$727M 1,247,192 -232,439 -16%
SGA
12
Sustainable Growth Advisers
Connecticut
$669M 1,148,169 -191,890 -14%
Fiera Capital (Canada)
13
Fiera Capital (Canada)
Quebec, Canada
$641M 1,098,936 -25,845 -2%
American Century Companies
14
American Century Companies
Missouri
$620M 1,064,227 +16,267 +2%
Nordea Investment Management
15
Nordea Investment Management
Sweden
$598M 1,032,624 +59,189 +6%
Brown Advisory
16
Brown Advisory
Maryland
$526M 902,220 -173,366 -16%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$483M 828,127 -290,027 -26%
Northern Trust
18
Northern Trust
Illinois
$429M 735,966 -1,819 -0.2%
Franklin Resources
19
Franklin Resources
California
$378M 620,692 -67,382 -10%
Bank of America
20
Bank of America
North Carolina
$366M 627,664 +38,675 +7%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$313M 536,211 +23,050 +4%
Deutsche Bank
22
Deutsche Bank
Germany
$303M 519,306 -18,451 -3%
Legal & General Group
23
Legal & General Group
United Kingdom
$301M 516,444 -4,771 -0.9%
Millennium Management
24
Millennium Management
New York
$300M 514,770 +225,075 +78%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$296M 507,333 -8,890 -2%
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