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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 %
VA
301
Vident Advisory
Georgia
$4.55M +$47.7K +99 +1%
Janus Henderson Group
302
Janus Henderson Group
United Kingdom
$4.55M -$191K -397 -4%
OSAM
303
O'Shaughnessy Asset Management
Connecticut
$4.5M -$2.59M -5,376 -37%
Cetera Investment Advisers
304
Cetera Investment Advisers
Illinois
$4.5M +$121K +251 +3%
JIM
305
Jensen Investment Management
Oregon
$4.47M +$1.51M +3,140 +51%
DCM
306
Donaldson Capital Management
Indiana
$4.46M +$286K +593 +7%
FCI
307
Financial Counselors Inc
Kansas
$4.43M +$834K +1,732 +23%
LGF
308
LGT Group Foundation
Liechtenstein
$4.37M -$298K -618 -6%
LFAS
309
Level Four Advisory Services
Texas
$4.33M +$779K +1,617 +22%
ELI
310
Empire Life Investments
Ontario, Canada
$4.26M -$66.5K -138 -2%
NEI
311
Northwest & Ethical Investments
Ontario, Canada
$4.24M – – –
Walleye Trading
312
Walleye Trading
New York
$4.19M +$3.86M +8,009 +1,154%
FCM
313
Fortis Capital Management
Washington
$4.17M +$2.59M +5,385 +164%
HF
314
HRT Financial
New York
$4.14M +$3.84M +7,981 +1,281%
Mirae Asset Global ETFs Holdings
315
Mirae Asset Global ETFs Holdings
Hong Kong
$4.08M +$4.08M +8,478 New
NA
316
NewEdge Advisors
Louisiana
$4.08M +$1.17M +2,430 +40%
JF
317
Jump Financial
Illinois
$3.89M +$403K +837 +12%
CIBC World Market
318
CIBC World Market
Ontario, Canada
$3.89M +$334K +693 +9%
Walleye Capital
319
Walleye Capital
New York
$3.83M +$309K +642 +9%
MML Investors Services
320
MML Investors Services
Massachusetts
$3.82M -$2.76M -5,725 -42%
CHAM
321
Clear Harbor Asset Management
Connecticut
$3.81M +$16.4K +34 +0.4%
1832 Asset Management
322
1832 Asset Management
Ontario, Canada
$3.76M +$3.76M +7,800 New
SCM
323
Shelton Capital Management
Colorado
$3.65M – – –
VPIM
324
Vanguard Personalized Indexing Management
California
$3.59M +$666K +1,383 +23%
Simplex Trading
325
Simplex Trading
Illinois
$3.51M +$3.51M +7,285 New
11 12
13
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