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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 %
HIIFS
526
Harel Insurance Investments & Financial Services
Israel
$814K +$178K +366 +28%
NG
527
Norden Group
Utah
$809K +$809K +1,679 New
PA
528
Procyon Advisors
Connecticut
$808K +$362K +752 +81%
BP
529
Ballentine Partners
Massachusetts
$804K -$76.1K -158 -9%
GCP
530
Garda Capital Partners
Minnesota
$799K +$799K +1,659 New
SWIG
531
Strategic Wealth Investment Group
Kentucky
$794K +$794K +1,657 New
CCM
532
Coldstream Capital Management
Washington
$785K -$262K -543 -25%
DWM
533
Diversify Wealth Management
Utah
$778K +$778K +1,504 New
EWM
534
EPG Wealth Management
Georgia
$776K -$838K -1,495 Closed
Capstone Investment Advisors
535
Capstone Investment Advisors
New York
$771K -$667K -1,385 -46%
NC
536
nVerses Capital
Florida
$771K +$771K +1,600 New
CF
537
Copperwynd Financial
Arizona
$761K +$761K +1,408 New
LNWWM
538
Laird Norton Wetherby Wealth Management
California
$752K -$53.5K -111 -7%
TCB
539
Texas Capital Bancshares
Texas
$751K +$14K +29 +2%
VAS
540
Vestmark Advisory Solutions
Massachusetts
$749K +$504K +1,047 +206%
NIMI
541
Natixis Investment Managers International
France
$748K -$475K -985 -39%
Teacher Retirement System of Texas
542
Teacher Retirement System of Texas
Texas
$742K -$12.3M -25,628 -94%
WMA
543
Wealth Management Associates
New Jersey
$742K – – –
FTDI
544
First Trust Direct Indexing
Massachusetts
$739K +$67.5K +140 +10%
GPGA
545
Grandeur Peak Global Advisors
Utah
$734K +$291K +605 +66%
MC
546
Machina Capital
France
$733K +$733K +1,522 New
PCA
547
Pallas Capital Advisors
Massachusetts
$728K +$728K +1,459 New
RCA
548
Roberts Capital Advisors
Colorado
$725K – – –
AP
549
Americana Partners
Texas
$721K +$348K +722 +93%
HWM
550
Hohimer Wealth Management
Washington
$720K +$720K +1,494 New
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