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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 %
ACL
251
APEIRON Capital Ltd
Hong Kong
$7.26M +$7.26M +15,064 New
MFWM
252
Motley Fool Wealth Management
Virginia
$7.23M +$83.3K +172 +1%
M&T Bank
253
M&T Bank
New York
$7.22M +$1.67M +3,469 +30%
SGA
254
Strategic Global Advisors
California
$7.02M +$136K +282 +2%
AI
255
Atria Investments
North Carolina
$6.82M +$3.02M +6,264 +79%
SG Americas Securities
256
SG Americas Securities
New York
$6.79M -$15.9M -33,028 -70%
TCBWMS
257
Texas Capital Bank Wealth Management Services
Texas
$6.63M +$362K +751 +6%
USAA
258
United Services Automobile Association
Texas
$6.55M +$6.55M +13,606 New
SCM
259
Silvant Capital Management
Georgia
$6.55M – – –
Public Sector Pension Investment Board (PSP Investments)
260
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.45M +$473K +981 +8%
Cerity Partners
261
Cerity Partners
New York
$6.36M -$53.5K -111 -0.8%
TPSF
262
Texas Permanent School Fund
Texas
$6.32M -$2.45M -5,088 -28%
ECM
263
ExodusPoint Capital Management
New York
$6.3M +$3.85M +7,992 +157%
CFG
264
Cambridge Financial Group
Ohio
$6.23M +$323K +670 +5%
CAM
265
Cresset Asset Management
Illinois
$6.21M +$981K +2,036 +19%
MC
266
Middleton & Co
Massachusetts
$6.09M -$116K -240 -2%
URS
267
Utah Retirement Systems
Utah
$6.07M -$321K -667 -5%
HBCM
268
Heron Bay Capital Management
Michigan
$5.95M +$5.95M +12,361 New
EAMA
269
EFG Asset Management (Americas)
Florida
$5.87M +$4.06M +8,417 +223%
DnB Asset Management
270
DnB Asset Management
Norway
$5.84M +$204K +423 +4%
Commonwealth Equity Services
271
Commonwealth Equity Services
Massachusetts
$5.82M +$721K +1,497 +14%
MWM
272
Modera Wealth Management
New Jersey
$5.78M -$7.23K -15 -0.1%
NYLIM
273
New York Life Investment Management
New York
$5.71M -$26K -54 -0.5%
ANTB
274
AMG National Trust Bank
Colorado
$5.67M -$35.6K -74 -0.6%
LOAME
275
Lombard Odier Asset Management (Europe)
United Kingdom
$5.66M -$6.97M -14,461 -55%
9 10
11
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