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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 %
TRCT
351
Tower Research Capital (TRC)
New York
$3.03M +$2.16M +4,487 +250%
MIF
352
Mediolanum International Funds
Ireland
$3M +$389K +857 +15%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
353
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.97M -$6.37M -13,221 -68%
MSU
354
Mizuho Securities USA
New York
$2.94M +$2.94M +6,104 New
N
355
Natixis
France
$2.92M -$943K -1,958 -24%
MPM
356
MBB Public Markets
Illinois
$2.88M +$2.69M +5,585 +1,436%
KRS
357
Kentucky Retirement Systems
Kentucky
$2.88M -$17.3K -36 -0.6%
MSRPS
358
Maryland State Retirement & Pension System
Maryland
$2.86M – – –
SF
359
Synovus Financial
Georgia
$2.79M +$28.4K +59 +1%
AAIS
360
ABN AMRO Investment Solutions
$2.77M -$614K -1,275 -18%
SC
361
Scotia Capital
Ontario, Canada
$2.76M +$2.76M +5,735 New
FFA
362
First Foundation Advisors
California
$2.71M +$225K +467 +9%
Pacer Advisors
363
Pacer Advisors
Pennsylvania
$2.7M +$116K +240 +4%
ACM
364
Alamar Capital Management
California
$2.67M +$2.67M +5,541 New
FFP
365
FourThought Financial Partners
Florida
$2.66M +$432K +897 +19%
KC
366
Kingfisher Capital
North Carolina
$2.63M +$20.2K +42 +0.8%
CCIA
367
Campbell & Co Investment Adviser
Maryland
$2.61M -$1.23M -2,544 -32%
MFAM
368
Motley Fool Asset Management
Virginia
$2.49M -$5.96M -12,427 -71%
IC
369
IEQ Capital
California
$2.49M +$158K +327 +7%
UM
370
UniSuper Management
Australia
$2.48M +$1.18M +2,445 +91%
IPGDR
371
Investidor Profissional Gestao de Recursos
Brazil
$2.48M +$2.48M +5,142 New
TC
372
TwinBeech Capital
New York
$2.47M -$35.9M -74,460 -94%
HIMCH
373
Hartford Investment Management Co (HIMCO)
Connecticut
$2.45M -$15.4K -32 -0.6%
Envestnet Portfolio Solutions
374
Envestnet Portfolio Solutions
Illinois
$2.39M -$881K -1,829 -27%
PWG
375
Portside Wealth Group
Utah
$2.38M +$2.38M +4,938 New
13 14
15
16 17