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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
+$730M
2
Nordea Investment Management
Nordea Investment Management
Sweden
+$357M
3
Principal Financial Group
Principal Financial Group
Iowa
+$300M
4
Edgewood Management
Edgewood Management
Connecticut
+$153M
5
Morgan Stanley
Morgan Stanley
New York
+$135M

Top Sellers

1
WC
Westwind Capital
New Mexico
-$1.23B
2
AllianceBernstein
AllianceBernstein
Tennessee
-$807M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$274M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$245M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
-$218M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mackenzie Financial
276
Mackenzie Financial
Ontario, Canada
$5.44M +$1.49M +3,092 +38%
EGM
277
Engineers Gate Manager
New York
$5.38M -$6.17M -12,809 -53%
CSPIA
278
Cary Street Partners Investment Advisory
Virginia
$5.32M +$420K +872 +9%
SOADOR
279
State of Alaska Department of Revenue
Alaska
$5.29M +$16.9K +35 +0.3%
Jacobs Levy Equity Management
280
Jacobs Levy Equity Management
New Jersey
$5.28M -$5.97M -12,398 -53%
Acadian Asset Management
281
Acadian Asset Management
Massachusetts
$5.26M +$2.87M +5,959 +120%
KBC Group
282
KBC Group
Belgium
$5.26M +$301K +625 +6%
TAMH
283
Taikang Asset Management (HK)
Hong Kong
$5.21M +$1.76M +3,660 +51%
LCM
284
Logan Capital Management
Pennsylvania
$5.15M -$41.9K -87 -0.8%
FAM
285
Fred Alger Management
New York
$5.12M -$1M -2,080 -16%
AWP
286
Ascent Wealth Partners
New York
$4.99M +$4.57M +9,480 +1,069%
FIM
287
Fernwood Investment Management
Massachusetts
$4.94M -$10.1K -21 -0.2%
AAF
288
Andra AP-fonden
Sweden
$4.87M +$4.87M +10,100 New
PP
289
Prudential plc
United Kingdom
$4.86M -$2.89M -5,992 -37%
CCFCSB
290
Cape Cod Five Cents Savings Bank
Massachusetts
$4.83M +$1.02M +2,125 +27%
II
291
Inspire Investing
Idaho
$4.83M +$337K +699 +7%
MOACM
292
Mutual of America Capital Management
New York
$4.81M -$1.33M -2,763 -22%
NAM
293
Nissay Asset Management
Japan
$4.76M +$127K +263 +3%
WorldQuant Millennium Advisors
294
WorldQuant Millennium Advisors
New York
$4.76M -$26.1M -54,173 -85%
ACM
295
Advisors Capital Management
New Jersey
$4.75M +$243K +504 +5%
BWP
296
Baldwin Wealth Partners
Massachusetts
$4.72M -$112K -232 -2%
YCM
297
Yousif Capital Management
Michigan
$4.71M -$79.5K -165 -2%
HT
298
Headlands Technologies
Illinois
$4.7M +$3.18M +6,610 +211%
Daiwa Securities Group
299
Daiwa Securities Group
Japan
$4.68M -$538K -1,117 -10%
Creative Planning
300
Creative Planning
Kansas
$4.62M +$1.11M +2,311 +32%
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