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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 %
QPBE
551
Quintet Private Bank (Europe)
Luxembourg
$717K +$140K +253 +24%
WI
552
WrapManager Inc
California
$717K +$717K +1,488 New
CCA
553
Catalyst Capital Advisors
New York
$713K -$77.1K -160 -10%
SFM
554
Signet Financial Management
New Jersey
$713K +$44.8K +93 +7%
NIM
555
NEOS Investment Management
Connecticut
$704K +$36.6K +76 +5%
BI
556
BlueSpruce Investments
Illinois
$704K +$704K +1,461 New
MWM
557
Mission Wealth Management
California
$702K +$702K +1,456 New
GS
558
GTS Securities
New York
$701K +$701K +1,456 New
HBT
559
Heartland Bank & Trust
Illinois
$699K +$6.75K +14 +1%
VI
560
Vestcor Inc
New Brunswick, Canada
$690K – – –
VWM
561
Venturi Wealth Management
Texas
$688K +$674K +1,400 +4,828%
CAM
562
Cypress Asset Management
Texas
$686K – – –
EF
563
Empowered Funds
Pennsylvania
$685K -$683K -1,417 -50%
BTI
564
Blue Trust Inc
Georgia
$679K +$498K +888 +274%
FHB
565
First Hawaiian Bank
Hawaii
$673K -$783K -1,625 -54%
IFWM
566
Institute for Wealth Management
Colorado
$667K +$112K +232 +20%
MLL
567
Moody Lynn & Lieberson
Massachusetts
$659K – – –
Kayne Anderson Rudnick Investment Management
568
Kayne Anderson Rudnick Investment Management
California
$659K – – –
MYAM
569
Meiji Yasuda Asset Management
Japan
$657K +$130K +269 +25%
EI
570
Ellevest Inc
New York
$653K +$45.8K +95 +8%
FLPIM
571
F.L. Putnam Investment Management
Massachusetts
$650K -$2.89K -6 -0.4%
HWAM
572
Hennion & Walsh Asset Management
New Jersey
$641K -$43.8K -91 -6%
AC
573
AXQ Capital
New Jersey
$634K -$522K -1,084 -45%
DEA
574
DoubleLine ETF Adviser
Florida
$631K -$21.2K -44 -3%
FCP
575
Fidelis Capital Partners
Florida
$619K +$34.1K +65 +6%
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