MSCI icon

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 %
SICM
326
Sustainable Insight Capital Management
New York
$3.47M +$3.47M +7,200 New
RC
327
Roundview Capital
New Jersey
$3.45M +$1.91M +3,972 +125%
DC
328
Davenport & Co
Virginia
$3.44M +$2.05M +4,235 +148%
CS
329
Candriam SCA
Luxembourg
$3.43M +$208K +431 +6%
ClearBridge Investments
330
ClearBridge Investments
New York
$3.43M +$14K +29 +0.4%
YAM
331
Yacktman Asset Management
Texas
$3.43M +$3.43M +7,110 New
ACM
332
Alpha Capital Management
Texas
$3.42M +$171K +354 +5%
ACM
333
Aquatic Capital Management
Illinois
$3.39M -$3.2M -6,640 -49%
EI
334
Ethic Inc
New York
$3.39M +$133K +277 +4%
TC
335
Tsai Capital
New York
$3.38M +$785K +1,629 +30%
Fifth Third Bancorp
336
Fifth Third Bancorp
Ohio
$3.36M -$125K -260 -4%
TI
337
Tidal Investments
Wisconsin
$3.34M +$1.02M +2,114 +44%
OPERF
338
Oregon Public Employees Retirement Fund
Oregon
$3.27M -$482 -1 -0%
O
339
Ossiam
France
$3.25M -$2.86M -5,939 -47%
RJFSA
340
Raymond James Financial Services Advisors
Florida
$3.24M -$539K -1,118 -14%
QT
341
Quantbot Technologies
New York
$3.23M -$1.56M -3,247 -33%
BNP Paribas Asset Management
342
BNP Paribas Asset Management
France
$3.22M -$11.4M -23,769 -78%
PI
343
PGGM Investments
Netherlands
$3.2M -$234K -485 -7%
GIBU
344
Gulf International Bank (UK)
United Kingdom
$3.18M – – –
KIA
345
Knollwood Investment Advisory
Maryland
$3.18M +$2.43M +5,052 +327%
SW
346
Solidarity Wealth
Utah
$3.08M -$241K -500 -7%
Osaic Holdings
347
Osaic Holdings
Arizona
$3.08M -$363K -753 -11%
AssetMark Inc
348
AssetMark Inc
California
$3.05M +$390K +809 +15%
TRSOTSOK
349
Teachers Retirement System of the State of Kentucky
Kentucky
$3.04M -$85.7K -178 -3%
KAS
350
Kestra Advisory Services
Texas
$3.04M +$1.91M +3,974 +171%
12 13
14
15 16