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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
Creative Planning
301
Creative Planning
Kansas
$4.62M +$1.15M +2,311 +32%
VA
302
Vident Advisory
Georgia
$4.55M +$49.1K +99 +1%
Janus Henderson Group
303
Janus Henderson Group
United Kingdom
$4.55M -$197K -397 -4%
OSAM
304
O'Shaughnessy Asset Management
Connecticut
$4.5M -$2.67M -5,376 -37%
Cetera Investment Advisers
305
Cetera Investment Advisers
Illinois
$4.5M +$125K +251 +3%
JIM
306
Jensen Investment Management
Oregon
$4.47M +$1.56M +3,140 +51%
DCM
307
Donaldson Capital Management
Indiana
$4.46M +$294K +593 +7%
FCI
308
Financial Counselors Inc
Kansas
$4.43M +$859K +1,732 +23%
LGF
309
LGT Group Foundation
Liechtenstein
$4.37M -$307K -618 -6%
LFAS
310
Level Four Advisory Services
Texas
$4.33M +$802K +1,617 +22%
ELI
311
Empire Life Investments
Ontario, Canada
$4.26M -$68.5K -138 -2%
NEI
312
Northwest & Ethical Investments
Ontario, Canada
$4.24M
Walleye Trading
313
Walleye Trading
New York
$4.19M +$3.97M +8,009 +1,154%
FCM
314
Fortis Capital Management
Washington
$4.17M +$2.67M +5,385 +164%
HF
315
HRT Financial
New York
$4.14M +$3.96M +7,981 +1,281%
Mirae Asset Global ETFs Holdings
316
Mirae Asset Global ETFs Holdings
Hong Kong
$4.08M +$4.21M +8,478 New
NA
317
NewEdge Advisors
Louisiana
$4.08M +$1.21M +2,430 +40%
JF
318
Jump Financial
Illinois
$3.89M +$415K +837 +12%
CIBC World Market
319
CIBC World Market
Ontario, Canada
$3.89M +$344K +693 +9%
Walleye Capital
320
Walleye Capital
New York
$3.83M +$319K +642 +9%
MML Investors Services
321
MML Investors Services
Massachusetts
$3.82M -$2.84M -5,725 -42%
CHAM
322
Clear Harbor Asset Management
Connecticut
$3.81M +$16.9K +34 +0.4%
1832 Asset Management
323
1832 Asset Management
Ontario, Canada
$3.76M +$3.87M +7,800 New
SCM
324
Shelton Capital Management
Colorado
$3.65M
VPIM
325
Vanguard Personalized Indexing Management
California
$3.59M +$686K +1,383 +23%