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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 %
KJHP
376
K.J. Harrison & Partners
Ontario, Canada
$2.37M -$2.65M -5,500 -53%
Wealthfront Advisers
377
Wealthfront Advisers
California
$2.36M -$617K -1,281 -21%
CA
378
Cornerstone Advisors
North Carolina
$2.36M -$578K -1,200 -20%
GL
379
GHE LLC
Tennessee
$2.36M +$36.6K +76 +2%
CGH
380
Crossmark Global Holdings
Texas
$2.35M -$51.5K -107 -2%
QCM
381
QRG Capital Management
Illinois
$2.34M +$105K +218 +5%
BHCM
382
Brevan Howard Capital Management
Jersey
$2.34M -$159K -330 -6%
Nomura Holdings
383
Nomura Holdings
Japan
$2.33M +$2.03M +4,210 +667%
TAM
384
Tocqueville Asset Management
New York
$2.32M +$2.32M +4,811 New
AA
385
ALPS Advisors
Colorado
$2.3M -$3.37K -7 -0.1%
US Bancorp
386
US Bancorp
Minnesota
$2.3M -$385K -799 -14%
GAM
387
Groupama Asset Management
France
$2.29M +$1.86M +3,859 +430%
KI
388
Keystone Investors
Singapore
$2.22M +$499K +1,035 +29%
EOJOAM
389
E. Ohman J:or Asset Management
Sweden
$2.22M +$624K +1,296 +39%
DIM
390
Delta Investment Management
California
$2.21M +$2.21M +4,594 New
SAM
391
Securian Asset Management
Minnesota
$2.2M -$48.2K -100 -2%
FDS
392
Freedom Day Solutions
Texas
$2.18M +$97.3K +202 +5%
LSERS
393
Louisiana State Employees Retirement System
Louisiana
$2.17M -$48.2K -100 -2%
IWA
394
Icon Wealth Advisors
Texas
$2.16M +$2.16M +3,992 New
T. Rowe Price Investment Management
395
T. Rowe Price Investment Management
Maryland
$2.14M +$955K +1,982 +81%
CIC
396
Cornercap Investment Counsel
Georgia
$2.12M -$40K -83 -2%
CIS
397
Capital International Sarl
California
$2.11M -$150K -311 -7%
SLI
398
Sumitomo Life Insurance
Japan
$2.09M -$33.7K -70 -2%
LFM
399
LGT Fund Management
Liechtenstein
$2.08M +$1.72M +3,568 +471%
CHC
400
City Holding Co
West Virginia
$2.07M -$171K -354 -8%
14 15
16
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