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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
Deutsche Bank
26
Deutsche Bank
Germany
$259M +$109M +219,129 +69%
Legal & General Group
27
Legal & General Group
United Kingdom
$251M +$1.94M +3,919 +0.8%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$249M -$3.62M -7,289 -1%
JP Morgan Chase
29
JP Morgan Chase
New York
$247M +$17.8M +35,967 +8%
Charles Schwab
30
Charles Schwab
California
$231M +$6.73M +13,560 +3%
Two Sigma Advisers
31
Two Sigma Advisers
New York
$226M +$132M +266,400 +132%
AC
32
AKO Capital
United Kingdom
$222M +$10.4M +20,898 +5%
PAM
33
PineStone Asset Management
Quebec, Canada
$222M +$71M +143,073 +45%
T. Rowe Price Associates
34
T. Rowe Price Associates
Maryland
$218M -$64.3M -129,509 -22%
Neuberger Berman Group
35
Neuberger Berman Group
New York
$217M +$44.4M +89,456 +25%
Amundi
36
Amundi
France
$195M +$41.9M +84,492 +27%
UBS AM
37
UBS AM
Illinois
$190M +$63.6M +128,177 +48%
Invesco
38
Invesco
Georgia
$173M -$131M -263,707 -42%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$167M +$105M +210,883 +156%
Two Sigma Investments
40
Two Sigma Investments
New York
$164M +$96.2M +193,908 +132%
Wellington Management Group
41
Wellington Management Group
Massachusetts
$154M -$172M -346,645 -52%
DCP
42
Durable Capital Partners
Maryland
$153M -$120M -242,478 -43%
SAM
43
Storebrand Asset Management
Norway
$149M +$23.1M +46,569 +18%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$147M +$47M +94,656 +45%
Flossbach Von Storch
45
Flossbach Von Storch
Germany
$146M +$26.2M +52,771 +21%
APG Asset Management
46
APG Asset Management
Netherlands
$142M +$43.8M +88,239 +39%
Qube Research & Technologies (QRT)
47
Qube Research & Technologies (QRT)
United Kingdom
$140M -$60.8M -122,504 -30%
A
48
AustralianSuper
Australia
$140M +$5.67M +11,434 +4%
Millennium Management
49
Millennium Management
New York
$140M -$98M -197,561 -41%
Ameriprise
50
Ameriprise
Minnesota
$135M -$28.6M -57,686 -17%