We are live on ! Find out more

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
TPCW
501
TD Private Client Wealth
New York
$986K -$1.58M -3,190 -61%
AAM
502
Advisors Asset Management
Colorado
$985K +$509K +1,026 +101%
KWA
503
Kingswood Wealth Advisors
California
$978K +$75.4K +152 +8%
SFA
504
Sequoia Financial Advisors
Ohio
$971K +$70.5K +142 +8%
KeyBank National Association
505
KeyBank National Association
Ohio
$969K +$109K +220 +12%
MFG
506
Monumental Financial Group
Maryland
$957K -$121K -244 -11%
IIM
507
INTECH Investment Management
Florida
$946K -$1.66M -3,343 -63%
AIM
508
Achmea Investment Management
Netherlands
$940K +$176K +354 +22%
FRA
509
Frank Rimerman Advisors
California
$940K +$964K +1,943 +24,288%
SAM
510
Sompo Asset Management
Japan
$935K +$94.3K +190 +11%
CAPTRUST Financial Advisors
511
CAPTRUST Financial Advisors
North Carolina
$929K +$286K +576 +43%
PCS
512
Personal CFO Solutions
New Jersey
$921K +$690K +1,390 +266%
NA
513
Navellier & Associates
Nevada
$917K -$24.3K -49 -3%
BWM
514
Buckley Wealth Management
Nevada
$915K +$34.7K +70 +4%
SA
515
SpiderRock Advisors
Delaware
$910K +$422K +851 +82%
ACMA
516
Arbor Capital Management (Alaska)
Alaska
$907K -$19.4K -39 -2%
LWM
517
Liberty Wealth Management
California
$907K
AAS
518
Avantax Advisory Services
Texas
$907K +$934K +1,883 New
GC
519
Guggenheim Capital
Illinois
$899K -$341K -687 -27%
MAS
520
Meeder Advisory Services
Ohio
$894K +$202K +407 +28%
Marshall Wace
521
Marshall Wace
United Kingdom
$870K +$896K +1,805 New
BFM
522
Boothbay Fund Management
New York
$862K +$888K +1,790 New
N
523
Numerai
California
$858K +$883K +1,780 New
OAM
524
Ostrum Asset Management
France
$857K +$104K +210 +13%
PS
525
Principal Securities
Iowa
$843K +$447K +900 +106%