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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
DEA
576
DoubleLine ETF Adviser
Florida
$631K -$21.8K -44 -3%
GWM
577
Gibbs Wealth Management
Georgia
$620K +$638K +1,286 New
FCP
578
Fidelis Capital Partners
Florida
$619K +$32.3K +65 +6%
HCA
579
Harbor Capital Advisors
Illinois
$616K +$31.3K +63 +5%
HI
580
Horizon Investments
North Carolina
$614K +$5.46K +11 +0.9%
BA
581
Birinyi Associates
Connecticut
$605K +$496 +1 +0.1%
BMC
582
Benin Management Corp
Connecticut
$585K +$602K +1,214 New
QIM
583
Quantitative Investment Management
Virginia
$584K +$31.8K +64 +6%
PA
584
Profund Advisors
Maryland
$577K -$12.9K -26 -2%
Cambridge Investment Research Advisors
585
Cambridge Investment Research Advisors
Iowa
$575K -$143K -288 -19%
S
586
SignatureFD
Georgia
$563K -$30.8K -62 -5%
LSA
587
Leonteq Securities AG
Switzerland
$560K +$471K +950 +448%
RJT
588
Raymond James Trust
Florida
$557K +$132K +266 +30%
HWM
589
HB Wealth Management
Georgia
$554K +$128K +257 +29%
BPA
590
Beacon Pointe Advisors
California
$550K +$18.9K +38 +3%
GCP
591
GSA Capital Partners
United Kingdom
$550K +$567K +1,142 New
WANY
592
Wealthspire Advisors (New York)
New York
$548K -$39.7K -80 -7%
WPC
593
Wedmont Private Capital
Pennsylvania
$546K -$76.4K -154 -12%
PCM
594
Prelude Capital Management
New York
$543K +$559K +1,127 New
BMCM
595
Bryn Mawr Capital Management
Pennsylvania
$540K +$556K +1,121 New
AFCM
596
Applied Finance Capital Management
Puerto Rico
$534K +$550K +1,109 New
ORI
597
Oak Ridge Investments
Illinois
$531K +$1.49K +3 +0.3%
HAG
598
HighPoint Advisor Group
Illinois
$530K +$258K +519 +115%
RWM
599
Ritholtz Wealth Management
New York
$528K -$1.51M -3,051 -74%
LA
600
Legacy Advisors
Pennsylvania
$520K +$146K +295 +38%