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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 %
CG
476
Caprock Group
Idaho
$1.11M +$644K +1,336 +137%
SI
477
Stephens Inc
Arkansas
$1.11M +$867K +1,800 +359%
PC
478
Pier Capital
Connecticut
$1.11M +$36.1K +75 +3%
BSI
479
Bennett Selby Investments
Maine
$1.09M +$12K +25 +1%
SRL
480
Scientech Research LLC
New Jersey
$1.08M +$708K +1,469 +188%
PMG
481
ProVise Management Group
Florida
$1.08M – – –
MFG
482
Merit Financial Group
Georgia
$1.07M +$201K +417 +23%
CPBTD
483
Central Pacific Bank - Trust Division
Hawaii
$1.07M +$26.5K +55 +3%
SCA
484
Snowden Capital Advisors
New York
$1.06M +$400K +830 +61%
OTL
485
Oak Thistle LLC
New York
$1.05M +$1.05M +2,189 New
Luther King Capital Management (LKCM)
486
Luther King Capital Management (LKCM)
Texas
$1.05M -$442K -917 -30%
DC
487
Dantai Capital
Hong Kong
$1.05M – – –
BFG
488
Bleakley Financial Group
New Jersey
$1.04M -$131K -272 -11%
SW
489
Simplicity Wealth
New Jersey
$1.04M -$125K -260 -11%
MIH
490
Meitav Investment House
Israel
$1.02M +$1.02M +2,100 New
AIMCA
491
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.01M +$193K +400 +24%
ASN
492
Advisory Services Network
Georgia
$1.01M +$211K +437 +26%
RSWM
493
Robertson Stephens Wealth Management
California
$1.01M +$200K +416 +25%
DT
494
Diversified Trust
Tennessee
$1,000K +$138K +287 +16%
SW
495
SteelPeak Wealth
California
$997K +$393K +816 +65%
CC
496
Centiva Capital
New York
$991K -$924K -1,918 -48%
CIAS
497
Capital Investment Advisory Services
North Carolina
$991K +$696K +1,445 +236%
DZ Bank
498
DZ Bank
Germany
$988K -$1.07M -2,210 -52%
TPCW
499
TD Private Client Wealth
New York
$986K -$1.54M -3,190 -61%
AAM
500
Advisors Asset Management
Colorado
$985K +$494K +1,026 +101%
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