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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 %
Mirae Asset Global Investments
401
Mirae Asset Global Investments
South Korea
$2.06M -$4.19M -8,607 -67%
PIM
402
Plato Investment Management
Australia
$2.06M +$46.2K +96 +2%
BF
403
BOK Financial
Oklahoma
$1.98M -$109K -227 -5%
A
404
Allianz
Germany
$1.96M – – –
DWM
405
Dakota Wealth Management
Florida
$1.94M +$69.4K +144 +4%
NMERB
406
New Mexico Educational Retirement Board
New Mexico
$1.93M – – –
FRM
407
Fox Run Management
Connecticut
$1.92M +$1.92M +3,980 New
AIM
408
Aurora Investment Managers
Florida
$1.91M -$42.4K -88 -2%
VPI
409
Value Partners Investments
Manitoba, Canada
$1.88M +$606K +1,259 +48%
MCM
410
MV Capital Management
Maryland
$1.87M +$31.8K +66 +2%
FIM
411
Freedom Investment Management
Connecticut
$1.86M +$89.6K +186 +5%
TSS
412
Two Sigma Securities
New York
$1.86M +$1.86M +3,858 New
LA
413
LBP AM
France
$1.86M +$1.19M +2,468 +178%
Allspring Global Investments
414
Allspring Global Investments
North Carolina
$1.86M -$21.6M -44,745 -92%
Wolverine Trading
415
Wolverine Trading
Illinois
$1.85M +$1.44M +2,984 +348%
SA
416
Sanctuary Advisors
Indiana
$1.84M +$1.84M +3,861 New
LAM
417
LECAP Asset Management
United Kingdom
$1.82M +$1.82M +3,769 New
NB
418
Norinchukin Bank
Japan
$1.81M -$7.81M -16,222 -81%
CNBT
419
Canandaigua National Bank & Trust
New York
$1.81M +$533K +1,106 +42%
CW
420
CreativeOne Wealth
Kansas
$1.77M -$85.3K -177 -5%
Verition Fund Management
421
Verition Fund Management
Connecticut
$1.77M +$64.6K +134 +4%
Janney Montgomery Scott
422
Janney Montgomery Scott
Pennsylvania
$1.73M -$130K -269 -7%
GAM
423
Garrison Asset Management
Arkansas
$1.73M +$23.1K +48 +1%
OIAM
424
OFI Invest Asset Management
France
$1.71M +$1.71M +3,815 New
AWM
425
Apollon Wealth Management
South Carolina
$1.71M +$263K +546 +18%
15 16
17
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