MSCI icon

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 %
KWA
501
Kingswood Wealth Advisors
California
$978K +$73.2K +152 +8%
SFA
502
Sequoia Financial Advisors
Ohio
$971K +$68.4K +142 +8%
KeyBank National Association
503
KeyBank National Association
Ohio
$969K +$106K +220 +12%
MFG
504
Monumental Financial Group
Maryland
$957K -$118K -244 -11%
IIM
505
INTECH Investment Management
Florida
$946K -$1.61M -3,343 -63%
AIM
506
Achmea Investment Management
Netherlands
$940K +$171K +354 +22%
FRA
507
Frank Rimerman Advisors
California
$940K +$936K +1,943 +24,288%
SAM
508
Sompo Asset Management
Japan
$935K +$91.5K +190 +11%
CAPTRUST Financial Advisors
509
CAPTRUST Financial Advisors
North Carolina
$929K +$277K +576 +43%
PCS
510
Personal CFO Solutions
New Jersey
$921K +$670K +1,390 +266%
NA
511
Navellier & Associates
Nevada
$917K -$23.6K -49 -3%
BWM
512
Buckley Wealth Management
Nevada
$915K +$33.7K +70 +4%
SA
513
SpiderRock Advisors
Delaware
$910K +$410K +851 +82%
ACMA
514
Arbor Capital Management (Alaska)
Alaska
$907K -$18.7K -39 -2%
LWM
515
Liberty Wealth Management
California
$907K – – –
AAS
516
Avantax Advisory Services
Texas
$907K +$907K +1,883 New
GC
517
Guggenheim Capital
Illinois
$899K -$331K -687 -27%
MAS
518
Meeder Advisory Services
Ohio
$894K +$196K +407 +28%
Marshall Wace
519
Marshall Wace
United Kingdom
$870K +$870K +1,805 New
BFM
520
Boothbay Fund Management
New York
$862K +$862K +1,790 New
N
521
Numerai
California
$858K +$858K +1,780 New
OAM
522
Ostrum Asset Management
France
$857K +$101K +210 +13%
PS
523
Principal Securities
Iowa
$843K +$433K +900 +106%
NW
524
NewEdge Wealth
Pennsylvania
$832K +$508K +1,055 +157%
RCM
525
RB Capital Management
Nevada
$816K -$2.41K -5 -0.3%
19 20
21
22 23