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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
CL
476
Choreo LLC
Illinois
$1.14M +$1.18M +2,371 New
FDCDDQ
477
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.13M +$787K +1,587 +207%
CG
478
Caprock Group
Idaho
$1.11M +$663K +1,336 +137%
SI
479
Stephens Inc
Arkansas
$1.11M +$893K +1,800 +359%
PC
480
Pier Capital
Connecticut
$1.11M +$37.2K +75 +3%
BSI
481
Bennett Selby Investments
Maine
$1.09M +$12.4K +25 +1%
SRL
482
Scientech Research LLC
New Jersey
$1.08M +$729K +1,469 +188%
PMG
483
ProVise Management Group
Florida
$1.08M
MFG
484
Merit Financial Group
Georgia
$1.07M +$207K +417 +23%
CPBTD
485
Central Pacific Bank - Trust Division
Hawaii
$1.07M +$27.3K +55 +3%
SCA
486
Snowden Capital Advisors
New York
$1.06M +$412K +830 +61%
OTL
487
Oak Thistle LLC
New York
$1.05M +$1.09M +2,189 New
Luther King Capital Management (LKCM)
488
Luther King Capital Management (LKCM)
Texas
$1.05M -$455K -917 -30%
DC
489
Dantai Capital
Hong Kong
$1.05M
BFG
490
Bleakley Financial Group
New Jersey
$1.04M -$135K -272 -11%
SW
491
Simplicity Wealth
New Jersey
$1.04M -$129K -260 -11%
MIH
492
Meitav Investment House
Israel
$1.02M +$1.04M +2,100 New
AIMCA
493
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.01M +$198K +400 +24%
ASN
494
Advisory Services Network
Georgia
$1.01M +$217K +437 +26%
RSWM
495
Robertson Stephens Wealth Management
California
$1.01M +$206K +416 +25%
DT
496
Diversified Trust
Tennessee
$1,000K +$142K +287 +16%
SW
497
SteelPeak Wealth
California
$997K +$405K +816 +65%
CC
498
Centiva Capital
New York
$991K -$952K -1,918 -48%
CIAS
499
Capital Investment Advisory Services
North Carolina
$991K +$717K +1,445 +236%
DZ Bank
500
DZ Bank
Germany
$988K -$1.1M -2,210 -52%