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MSCI
MSCI

Overview Fund Activity

925 hedge funds and large institutions have $34.1B invested in MSCI in 2024 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 382 increasing their positions, 298 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
925
Holders Change
+14
Holders Change %
+1.54%
% of All Funds
13.45%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.16%
New
143
Increased
382
Reduced
298
Closed
119
Calls
$78M
Puts
$201M
Net Calls
-$123M
Net Calls Change
-$136M

Top Buyers

1
Polen Capital Management
Polen Capital Management
Florida
$795M
2
Nordea Investment Management
Nordea Investment Management
Sweden
$474M
3
Principal Financial Group
Principal Financial Group
Iowa
$702M
4
Edgewood Management
Edgewood Management
Connecticut
$904M
5
Morgan Stanley
Morgan Stanley
New York
$804M

Top Sellers

1
WC
Westwind Capital
New Mexico
$10.6M
2
AllianceBernstein
AllianceBernstein
Tennessee
$102M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$539M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$669M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
$396K
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
226
United Capital Financial Advisors
Texas
$8.94M -$668K -1,386 -7%
FHA
227
First Horizon Advisors
Tennessee
$8.72M +$482 +1 +0%
Mariner
228
Mariner
Kansas
$8.55M +$601K +1,248 +8%
Retirement Systems of Alabama
229
Retirement Systems of Alabama
Alabama
$8.42M +$9.64K +20 +0.1%
COPPSERS
230
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$8.38M +$18.8K +39 +0.2%
ProShare Advisors
231
ProShare Advisors
Maryland
$8.29M +$369K +765 +5%
IGAM
232
iA Global Asset Management
Quebec, Canada
$8.25M +$5.57M +11,560 +208%
FLII
233
First Long Island Investors
New York
$8M +$1.72M +3,579 +27%
PIM
234
Progressive Investment Management
Oregon
$7.98M -$66K -137 -0.8%
TAM
235
Thematics Asset Management
France
$7.96M +$438K +909 +6%
UIM
236
USS Investment Management
United Kingdom
$7.95M +$131K +272 +2%
PNC Financial Services Group
237
PNC Financial Services Group
Pennsylvania
$7.94M +$537K +1,114 +7%
CM
238
Crestline Management
Texas
$7.92M +$6.47M +13,426 +445%
AB
239
Amalgamated Bank
New York
$7.92M -$127K -264 -2%
SMDAM
240
Sumitomo Mitsui DS Asset Management
Japan
$7.92M -$34.7K -72 -0.4%
RG
241
Rathbones Group
United Kingdom
$7.77M +$7.77M +16,120 New
II
242
IFM Investors
Australia
$7.65M +$47.2K +98 +0.6%
BAM
243
Bell Asset Management
Australia
$7.57M +$1.32M +2,746 +21%
AIM
244
Avanda Investment Management
Singapore
$7.49M -$1.23M -2,547 -14%
Pathstone Holdings
245
Pathstone Holdings
New Jersey
$7.48M -$269K -559 -3%
FAFTFSNP
246
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)
Sweden
$7.47M +$7.47M +15,510 New
CWM
247
CIBC World Markets
New York
$7.32M -$2.38M -4,942 -25%
BCIM
248
British Columbia Investment Management
British Columbia, Canada
$7.31M +$2.76M +5,730 +61%
QC
249
Quadrature Capital
United Kingdom
$7.29M -$5.63M -11,681 -44%
CNB
250
Czech National Bank
Czech Republic
$7.27M +$568K +1,180 +8%
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