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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
PWG
376
Portside Wealth Group
Utah
$2.38M +$2.45M +4,938 New
KJHP
377
K.J. Harrison & Partners
Ontario, Canada
$2.37M -$2.73M -5,500 -53%
Wealthfront Advisers
378
Wealthfront Advisers
California
$2.36M -$636K -1,281 -21%
CA
379
Cornerstone Advisors
North Carolina
$2.36M -$595K -1,200 -20%
GL
380
GHE LLC
Tennessee
$2.35M +$37.7K +76 +2%
CGH
381
Crossmark Global Holdings
Texas
$2.35M -$53.1K -107 -2%
QCM
382
QRG Capital Management
Illinois
$2.34M +$108K +218 +5%
BHCM
383
Brevan Howard Capital Management
Jersey
$2.34M -$164K -330 -6%
Nomura Holdings
384
Nomura Holdings
Japan
$2.33M +$2.09M +4,210 +667%
TAM
385
Tocqueville Asset Management
New York
$2.32M +$2.39M +4,811 New
AA
386
ALPS Advisors
Colorado
$2.3M -$3.47K -7 -0.1%
US Bancorp
387
US Bancorp
Minnesota
$2.3M -$396K -799 -14%
GAM
388
Groupama Asset Management
France
$2.29M +$1.91M +3,859 +430%
KI
389
Keystone Investors
Singapore
$2.22M +$514K +1,035 +29%
EOJOAM
390
E. Ohman J:or Asset Management
Sweden
$2.22M +$643K +1,296 +39%
DIM
391
Delta Investment Management
California
$2.21M +$2.28M +4,594 New
SAM
392
Securian Asset Management
Minnesota
$2.2M -$49.6K -100 -2%
FDS
393
Freedom Day Solutions
Texas
$2.18M +$100K +202 +5%
LSERS
394
Louisiana State Employees Retirement System
Louisiana
$2.17M -$49.6K -100 -2%
IWA
395
Icon Wealth Advisors
Texas
$2.16M +$1.98M +3,992 New
T. Rowe Price Investment Management
396
T. Rowe Price Investment Management
Maryland
$2.14M +$983K +1,982 +81%
CIC
397
Cornercap Investment Counsel
Georgia
$2.12M -$41.2K -83 -2%
CIS
398
Capital International Sarl
California
$2.11M -$154K -311 -7%
SLI
399
Sumitomo Life Insurance
Japan
$2.09M -$34.7K -70 -2%
LFM
400
LGT Fund Management
Liechtenstein
$2.08M +$1.77M +3,568 +471%