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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 %
DA
426
Dash Acquisitions
California
$1.7M +$1.7M +3,378 New
AWAU
427
Alliance Wealth Advisors (Utah)
Utah
$1.69M +$1.69M +3,505 New
AWM
428
AE Wealth Management
Kansas
$1.66M +$299K +620 +22%
PA
429
PFG Advisors
Arizona
$1.65M -$10.6K -22 -0.6%
Bessemer Group
430
Bessemer Group
New Jersey
$1.61M +$146K +304 +10%
Wealth Enhancement Advisory Services
431
Wealth Enhancement Advisory Services
Minnesota
$1.6M -$137K -284 -8%
KHCM
432
Kirtland Hills Capital Management
Ohio
$1.6M +$20.7K +43 +1%
SWM
433
Segment Wealth Management
Texas
$1.57M +$48.7K +101 +3%
TCPG
434
Trivant Custom Portfolio Group
California
$1.54M +$1.54M +3,205 New
ET
435
Entropy Technologies
New York
$1.54M -$1.36M -2,829 -47%
PAS
436
Park Avenue Securities
New York
$1.54M +$53.5K +111 +4%
EFM
437
E Fund Management
China
$1.52M -$224K -464 -13%
BS
438
Banco Santander
Spain
$1.46M +$533K +1,107 +58%
OIA
439
OneDigital Investment Advisors
Kansas
$1.46M +$979K +2,033 +204%
BG
440
BDF Gestion
France
$1.45M +$1.45M +3,017 New
PRC
441
Pearl River Capital
Michigan
$1.45M +$372K +772 +34%
SPIA
442
Steward Partners Investment Advisory
New York
$1.42M +$49.1K +102 +4%
PWM
443
Palumbo Wealth Management
New York
$1.42M +$384K +797 +37%
FCM
444
Fairbanks Capital Management
California
$1.4M +$32.3K +67 +2%
Northwestern Mutual Wealth Management
445
Northwestern Mutual Wealth Management
Wisconsin
$1.39M +$1.16M +2,416 +512%
FT
446
Fiduciary Trust
Massachusetts
$1.39M -$102K -212 -7%
VCA
447
Verdence Capital Advisors
Maryland
$1.38M +$691K +1,434 +100%
PFMU
448
Privium Fund Management (UK)
United Kingdom
$1.37M +$1.37M +2,800 New
DWM
449
Dynasty Wealth Management
Florida
$1.33M +$1.33M +2,765 New
OAC
450
OMERS Administration Corp
Ontario, Canada
$1.32M +$1.32M +2,746 New
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