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932 hedge funds and large institutions have $34.2B invested in MSCI in 2024 Q2 according to their latest regulatory filings, with 144 funds opening new positions, 385 increasing their positions, 300 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 385 | Existing positions reduced: 300

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

18% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 122

1% more funds holding

Funds holding: 919932 (+13)

0.89% less ownership

Funds ownership: 90.57%89.68% (-0.89%)

15% less capital invested

Capital invested by funds: $40.1B → $34.2B (-$5.88B)

61% less call options, than puts

Call options by funds: $78M | Put options by funds: $201M

Holders
932
Holders Change
+13
Holders Change %
+1.41%
% of All Funds
13.46%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.16%
New
144
Increased
385
Reduced
300
Closed
122
Calls
$78M
Puts
$201M
Net Calls
-$123M
Net Calls Change
-$136M
Name Holding Trade Value Shares
Change
Change in
Stake
OMC
226
Overbrook Management Corp
New York
$9.01M +$9.28M +18,695 New
GT
227
Glenmede Trust
Pennsylvania
$8.97M +$8.5M +17,139 +1,156%
UCFA
228
United Capital Financial Advisors
Texas
$8.94M -$688K -1,386 -7%
FHA
229
First Horizon Advisors
Tennessee
$8.72M +$496 +1 +0%
Mariner
230
Mariner
Kansas
$8.55M +$619K +1,248 +8%
Retirement Systems of Alabama
231
Retirement Systems of Alabama
Alabama
$8.42M +$9.92K +20 +0.1%
COPPSERS
232
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$8.38M +$19.4K +39 +0.2%
ProShare Advisors
233
ProShare Advisors
Maryland
$8.29M +$380K +765 +5%
IGAM
234
iA Global Asset Management
Quebec, Canada
$8.25M +$5.74M +11,560 +208%
FLII
235
First Long Island Investors
New York
$8M +$1.78M +3,579 +27%
PIM
236
Progressive Investment Management
Oregon
$7.98M -$68K -137 -0.8%
TAM
237
Thematics Asset Management
France
$7.96M +$451K +909 +6%
UIM
238
USS Investment Management
United Kingdom
$7.95M +$135K +272 +2%
PNC Financial Services Group
239
PNC Financial Services Group
Pennsylvania
$7.94M +$553K +1,114 +7%
CM
240
Crestline Management
Texas
$7.92M +$6.66M +13,426 +445%
AB
241
Amalgamated Bank
New York
$7.92M -$131K -264 -2%
SMDAM
242
Sumitomo Mitsui DS Asset Management
Japan
$7.92M -$35.7K -72 -0.4%
RG
243
Rathbones Group
United Kingdom
$7.77M +$8M +16,120 New
II
244
IFM Investors
Australia
$7.65M +$48.6K +98 +0.6%
BAM
245
Bell Asset Management
Australia
$7.57M +$1.36M +2,746 +21%
AIM
246
Avanda Investment Management
Singapore
$7.49M -$1.26M -2,547 -14%
Pathstone Holdings
247
Pathstone Holdings
New Jersey
$7.48M -$277K -559 -3%
FAFTFSNP
248
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)
Sweden
$7.47M +$7.7M +15,510 New
CWM
249
CIBC World Markets
New York
$7.32M -$2.45M -4,942 -25%
BCIM
250
British Columbia Investment Management
British Columbia, Canada
$7.31M +$2.84M +5,730 +61%