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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
AP
551
Americana Partners
Texas
$721K +$358K +722 +93%
HWM
552
Hohimer Wealth Management
Washington
$720K +$741K +1,494 New
QPBE
553
Quintet Private Bank (Europe)
Luxembourg
$717K +$126K +253 +24%
WI
554
WrapManager Inc
California
$717K +$738K +1,488 New
CCA
555
Catalyst Capital Advisors
New York
$713K -$79.4K -160 -10%
SFM
556
Signet Financial Management
New Jersey
$713K +$46.1K +93 +7%
NIM
557
NEOS Investment Management
Connecticut
$704K +$37.7K +76 +5%
BI
558
BlueSpruce Investments
Illinois
$704K +$725K +1,461 New
MWM
559
Mission Wealth Management
California
$702K +$722K +1,456 New
GS
560
GTS Securities
New York
$701K +$722K +1,456 New
HBT
561
Heartland Bank & Trust
Illinois
$699K +$6.95K +14 +1%
VI
562
Vestcor Inc
New Brunswick, Canada
$690K
VWM
563
Venturi Wealth Management
Texas
$688K +$695K +1,400 +4,828%
CAM
564
Cypress Asset Management
Texas
$686K
EF
565
Empowered Funds
Pennsylvania
$685K -$703K -1,417 -50%
BTI
566
Blue Trust Inc
Georgia
$679K +$441K +888 +274%
FHB
567
First Hawaiian Bank
Hawaii
$673K -$806K -1,625 -54%
IFWM
568
Institute for Wealth Management
Colorado
$667K +$115K +232 +20%
MLL
569
Moody Lynn & Lieberson
Massachusetts
$659K
Kayne Anderson Rudnick Investment Management
570
Kayne Anderson Rudnick Investment Management
California
$659K
MYAM
571
Meiji Yasuda Asset Management
Japan
$657K +$133K +269 +25%
EI
572
Ellevest Inc
New York
$653K +$47.1K +95 +8%
FLPIM
573
F.L. Putnam Investment Management
Massachusetts
$650K -$2.98K -6 -0.4%
HWAM
574
Hennion & Walsh Asset Management
New Jersey
$641K -$45.2K -91 -6%
AC
575
AXQ Capital
New Jersey
$634K -$538K -1,084 -45%