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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
QC
251
Quadrature Capital
United Kingdom
$7.29M -$5.8M -11,681 -44%
CNB
252
Czech National Bank
Czech Republic
$7.27M +$585K +1,180 +8%
ACL
253
APEIRON Capital Ltd
Hong Kong
$7.26M +$7.47M +15,064 New
MFWM
254
Motley Fool Wealth Management
Virginia
$7.23M +$85.3K +172 +1%
M&T Bank
255
M&T Bank
New York
$7.22M +$1.72M +3,469 +30%
SGA
256
Strategic Global Advisors
California
$7.02M +$140K +282 +2%
AI
257
Atria Investments
North Carolina
$6.82M +$3.11M +6,264 +79%
SG Americas Securities
258
SG Americas Securities
New York
$6.79M -$16.4M -33,028 -70%
TCBWMS
259
Texas Capital Bank Wealth Management Services
Texas
$6.63M +$373K +751 +6%
USAA
260
United Services Automobile Association
Texas
$6.55M +$6.75M +13,606 New
SCM
261
Silvant Capital Management
Georgia
$6.55M
Public Sector Pension Investment Board (PSP Investments)
262
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.45M +$487K +981 +8%
Cerity Partners
263
Cerity Partners
New York
$6.36M -$55.1K -111 -0.8%
ECM
264
ExodusPoint Capital Management
New York
$6.3M +$3.97M +7,992 +157%
CFG
265
Cambridge Financial Group
Ohio
$6.23M +$332K +670 +5%
CAM
266
Cresset Asset Management
Illinois
$6.21M +$1.01M +2,036 +19%
MC
267
Middleton & Co
Massachusetts
$6.09M -$119K -240 -2%
URS
268
Utah Retirement Systems
Utah
$6.07M -$331K -667 -5%
HBCM
269
Heron Bay Capital Management
Michigan
$5.95M +$6.13M +12,361 New
EAMA
270
EFG Asset Management (Americas)
Florida
$5.87M +$4.18M +8,417 +223%
DnB Asset Management
271
DnB Asset Management
Norway
$5.84M +$210K +423 +4%
Commonwealth Equity Services
272
Commonwealth Equity Services
Massachusetts
$5.82M +$743K +1,497 +14%
MWM
273
Modera Wealth Management
New Jersey
$5.78M -$7.44K -15 -0.1%
NYLIM
274
New York Life Investment Management
New York
$5.71M -$26.8K -54 -0.5%
ANTB
275
AMG National Trust Bank
Colorado
$5.67M -$36.7K -74 -0.6%