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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
KAS
351
Kestra Advisory Services
Texas
$3.04M +$1.97M +3,974 +171%
TRCT
352
Tower Research Capital (TRC)
New York
$3.03M +$2.23M +4,487 +250%
MIF
353
Mediolanum International Funds
Ireland
$3M +$425K +857 +15%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
354
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.97M -$6.56M -13,221 -68%
MSU
355
Mizuho Securities USA
New York
$2.94M +$3.03M +6,104 New
N
356
Natixis
France
$2.92M -$972K -1,958 -24%
MPM
357
MBB Public Markets
Illinois
$2.88M +$2.77M +5,585 +1,436%
KRS
358
Kentucky Retirement Systems
Kentucky
$2.88M -$17.9K -36 -0.6%
MSRPS
359
Maryland State Retirement & Pension System
Maryland
$2.86M
SF
360
Synovus Financial
Georgia
$2.79M +$29.3K +59 +1%
AAIS
361
ABN AMRO Investment Solutions
$2.77M -$633K -1,275 -18%
SC
362
Scotia Capital
Ontario, Canada
$2.76M +$2.85M +5,735 New
FFA
363
First Foundation Advisors
California
$2.71M +$232K +467 +9%
Pacer Advisors
364
Pacer Advisors
Pennsylvania
$2.7M +$119K +240 +4%
ACM
365
Alamar Capital Management
California
$2.67M +$2.75M +5,541 New
FFP
366
FourThought Financial Partners
Florida
$2.66M +$445K +897 +19%
KC
367
Kingfisher Capital
North Carolina
$2.63M +$20.8K +42 +0.8%
CCIA
368
Campbell & Co Investment Adviser
Maryland
$2.61M -$1.26M -2,544 -32%
MFAM
369
Motley Fool Asset Management
Virginia
$2.49M -$6.17M -12,427 -71%
IC
370
IEQ Capital
California
$2.49M +$162K +327 +7%
UM
371
UniSuper Management
Australia
$2.48M +$1.21M +2,445 +91%
IPGDR
372
Investidor Profissional Gestao de Recursos
Brazil
$2.48M +$2.55M +5,142 New
TC
373
TwinBeech Capital
New York
$2.47M -$36.9M -74,460 -94%
HIMCH
374
Hartford Investment Management Co (HIMCO)
Connecticut
$2.45M -$15.9K -32 -0.6%
Envestnet Portfolio Solutions
375
Envestnet Portfolio Solutions
Illinois
$2.39M -$908K -1,829 -27%