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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
LOAME
276
Lombard Odier Asset Management (Europe)
United Kingdom
$5.66M -$7.18M -14,461 -55%
Mackenzie Financial
277
Mackenzie Financial
Ontario, Canada
$5.44M +$1.53M +3,092 +38%
EGM
278
Engineers Gate Manager
New York
$5.38M -$6.36M -12,809 -53%
CSPIA
279
Cary Street Partners Investment Advisory
Virginia
$5.32M +$433K +872 +9%
SOADOR
280
State of Alaska Department of Revenue
Alaska
$5.29M +$17.4K +35 +0.3%
Jacobs Levy Equity Management
281
Jacobs Levy Equity Management
New Jersey
$5.28M -$6.15M -12,398 -53%
Acadian Asset Management
282
Acadian Asset Management
Massachusetts
$5.26M +$2.96M +5,959 +120%
KBC Group
283
KBC Group
Belgium
$5.26M +$310K +625 +6%
TAMH
284
Taikang Asset Management (HK)
Hong Kong
$5.21M +$1.82M +3,660 +51%
LCM
285
Logan Capital Management
Pennsylvania
$5.15M -$43.2K -87 -0.8%
FAM
286
Fred Alger Management
New York
$5.12M -$1.03M -2,080 -16%
AWP
287
Ascent Wealth Partners
New York
$4.99M +$4.7M +9,480 +1,069%
FIM
288
Fernwood Investment Management
Massachusetts
$4.94M -$10.4K -21 -0.2%
AAF
289
Andra AP-fonden
Sweden
$4.87M +$5.01M +10,100 New
PP
290
Prudential plc
United Kingdom
$4.86M -$2.97M -5,992 -37%
CCFCSB
291
Cape Cod Five Cents Savings Bank
Massachusetts
$4.83M +$1.05M +2,125 +27%
II
292
Inspire Investing
Idaho
$4.83M +$347K +699 +7%
MOACM
293
Mutual of America Capital Management
New York
$4.81M -$1.37M -2,763 -22%
NAM
294
Nissay Asset Management
Japan
$4.76M +$130K +263 +3%
WorldQuant Millennium Advisors
295
WorldQuant Millennium Advisors
New York
$4.76M -$26.9M -54,173 -85%
ACM
296
Advisors Capital Management
New Jersey
$4.75M +$250K +504 +5%
BWP
297
Baldwin Wealth Partners
Massachusetts
$4.72M -$115K -232 -2%
YCM
298
Yousif Capital Management
Michigan
$4.71M -$81.9K -165 -2%
HT
299
Headlands Technologies
Illinois
$4.7M +$3.28M +6,610 +211%
Daiwa Securities Group
300
Daiwa Securities Group
Japan
$4.68M -$554K -1,117 -10%