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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 %
AM
451
AGF Management
Ontario, Canada
$1.3M +$818K +1,699 +170%
SSA
452
Schonfeld Strategic Advisors
New York
$1.28M -$1.15M -2,394 -47%
EF
453
Empirical Finance
Pennsylvania
$1.28M -$101K -209 -7%
GT
454
Greenleaf Trust
Michigan
$1.27M -$35.7K -74 -3%
CIP
455
Chartwell Investment Partners
Pennsylvania
$1.26M +$184K +381 +17%
BBVA
456
Banco Bilbao Vizcaya Argentaria
Spain
$1.26M -$14.9K -31 -1%
SIA
457
Schechter Investment Advisors
Michigan
$1.25M +$731K +1,517 +140%
YIH
458
Y-Intercept (HK)
Hong Kong
$1.25M +$178K +369 +17%
Mercer Global Advisors
459
Mercer Global Advisors
Colorado
$1.25M +$136K +291 +12%
PL
460
Perpetual Ltd
Australia
$1.24M -$78.5K -163 -6%
RFC
461
Regions Financial Corp
Alabama
$1.23M +$95.9K +199 +8%
KRSITF
462
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.23M -$26.5K -55 -2%
Carson Wealth (CWM LLC)
463
Carson Wealth (CWM LLC)
Nebraska
$1.22M -$338K -701 -22%
NMIMC
464
Northwestern Mutual Investment Management Company
Wisconsin
$1.21M +$5.78K +12 +0.5%
SA
465
SRN Advisors
Pennsylvania
$1.2M – – –
MGP
466
Metis Global Partners
California
$1.2M -$8.19K -17 -0.7%
GBT
467
Grove Bank & Trust
Florida
$1.19M +$1.16M +2,415 +3,715%
AWS
468
Atria Wealth Solutions
New York
$1.18M +$257K +533 +28%
AI
469
AXS Investments
New York
$1.17M +$115K +238 +11%
Balyasny Asset Management
470
Balyasny Asset Management
Illinois
$1.17M -$1.26M -2,620 -52%
AO
471
Advisor OS
Illinois
$1.16M +$27.9K +58 +2%
XT
472
XTX Topco
Cayman Islands
$1.15M +$1.15M +2,381 New
AI
473
Atom Investors
Texas
$1.14M +$1.14M +2,372 New
CL
474
Choreo LLC
Illinois
$1.14M +$1.14M +2,371 New
FDCDDQ
475
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.13M +$765K +1,587 +207%
17 18
19
20 21