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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 %
HCA
576
Harbor Capital Advisors
Illinois
$616K +$30.3K +63 +5%
HI
577
Horizon Investments
North Carolina
$614K +$5.3K +11 +0.9%
BA
578
Birinyi Associates
Connecticut
$605K +$482 +1 +0.1%
BMC
579
Benin Management Corp
Connecticut
$585K +$585K +1,214 New
QIM
580
Quantitative Investment Management
Virginia
$584K +$30.8K +64 +6%
PA
581
Profund Advisors
Maryland
$577K -$12.5K -26 -2%
Cambridge Investment Research Advisors
582
Cambridge Investment Research Advisors
Iowa
$575K -$139K -288 -19%
S
583
SignatureFD
Georgia
$563K -$29.9K -62 -5%
RJT
584
Raymond James Trust
Florida
$557K +$128K +266 +30%
HWM
585
HB Wealth Management
Georgia
$554K +$124K +257 +29%
BPA
586
Beacon Pointe Advisors
California
$550K +$18.3K +38 +3%
GCP
587
GSA Capital Partners
United Kingdom
$550K +$550K +1,142 New
WANY
588
Wealthspire Advisors (New York)
New York
$548K -$38.6K -80 -7%
WPC
589
Wedmont Private Capital
Pennsylvania
$546K -$77.3K -154 -12%
PCM
590
Prelude Capital Management
New York
$543K +$543K +1,127 New
BMCM
591
Bryn Mawr Capital Management
Pennsylvania
$540K +$540K +1,121 New
AFCM
592
Applied Finance Capital Management
Puerto Rico
$534K +$534K +1,109 New
ORI
593
Oak Ridge Investments
Illinois
$531K +$1.45K +3 +0.3%
HAG
594
HighPoint Advisor Group
Illinois
$530K +$283K +519 +115%
RWM
595
Ritholtz Wealth Management
New York
$528K -$1.47M -3,051 -74%
LA
596
Legacy Advisors
Pennsylvania
$520K +$142K +295 +38%
PA
597
Pinnacle Associates
New York
$519K -$110K -228 -17%
SLG
598
Stanley-Laman Group
Pennsylvania
$516K +$963 +2 +0.2%
RA
599
RFG Advisory
Alabama
$505K -$17.8K -37 -3%
GL
600
Graypoint LLC
New York
$503K +$303K +629 +151%
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