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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
Simplex Trading
326
Simplex Trading
Illinois
$3.51M +$3.61M +7,285 New
SICM
327
Sustainable Insight Capital Management
New York
$3.47M +$3.57M +7,200 New
RC
328
Roundview Capital
New Jersey
$3.45M +$1.97M +3,972 +125%
DC
329
Davenport & Co
Virginia
$3.44M +$2.1M +4,235 +148%
CS
330
Candriam SCA
Luxembourg
$3.43M +$214K +431 +6%
ClearBridge Investments
331
ClearBridge Investments
New York
$3.43M +$14.4K +29 +0.4%
YAM
332
Yacktman Asset Management
Texas
$3.43M +$3.53M +7,110 New
ACM
333
Alpha Capital Management
Texas
$3.42M +$176K +354 +5%
ACM
334
Aquatic Capital Management
Illinois
$3.39M -$3.29M -6,640 -49%
EI
335
Ethic Inc
New York
$3.39M +$137K +277 +4%
TC
336
Tsai Capital
New York
$3.38M +$808K +1,629 +30%
Fifth Third Bancorp
337
Fifth Third Bancorp
Ohio
$3.36M -$129K -260 -4%
TI
338
Tidal Investments
Wisconsin
$3.34M +$1.05M +2,114 +44%
OPERF
339
Oregon Public Employees Retirement Fund
Oregon
$3.27M -$496 -1 -0%
O
340
Ossiam
France
$3.25M -$2.95M -5,939 -47%
RJFSA
341
Raymond James Financial Services Advisors
Florida
$3.24M -$555K -1,118 -14%
QT
342
Quantbot Technologies
New York
$3.23M -$1.61M -3,247 -33%
BNP Paribas Asset Management
343
BNP Paribas Asset Management
France
$3.22M -$11.8M -23,769 -78%
PI
344
PGGM Investments
Netherlands
$3.2M -$241K -485 -7%
GIBU
345
Gulf International Bank (UK)
United Kingdom
$3.18M
KIA
346
Knollwood Investment Advisory
Maryland
$3.18M +$2.51M +5,052 +327%
SW
347
Solidarity Wealth
Utah
$3.08M -$248K -500 -7%
Osaic Holdings
348
Osaic Holdings
Arizona
$3.08M -$374K -753 -11%
AssetMark Inc
349
AssetMark Inc
California
$3.05M +$401K +809 +15%
TRSOTSOK
350
Teachers Retirement System of the State of Kentucky
Kentucky
$3.04M -$88.3K -178 -3%