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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
PA
601
Pinnacle Associates
New York
$519K -$113K -228 -17%
SLG
602
Stanley-Laman Group
Pennsylvania
$516K +$992 +2 +0.2%
RA
603
RFG Advisory
Alabama
$505K -$18.4K -37 -3%
GL
604
Graypoint LLC
New York
$503K +$312K +629 +151%
IP
605
Intellectus Partners
California
$500K +$515K +1,038 New
TCA
606
Transcend Capital Advisors
New Jersey
$495K +$510K +1,027 New
BFS
607
Bradley Foster & Sargent
Connecticut
$491K -$97.3K -196 -16%
DIA
608
Dana Investment Advisors
Wisconsin
$486K
HA
609
Harbor Advisors
Florida
$482K
EWM
610
Evercore Wealth Management
New York
$481K -$29.3K -59 -6%
WAG
611
Wallace Advisory Group
California
$479K +$494K +995 New
William Blair & Company
612
William Blair & Company
Illinois
$477K -$164K -331 -25%
LA
613
LVW Advisors
New York
$477K -$406K -818 -45%
MA
614
MJP Associates
Connecticut
$472K +$38.7K +78 +9%
SPA
615
Sherbrooke Park Advisers
New York
$466K +$480K +968 New
BC
616
Burney Company
Virginia
$463K +$12.4K +25 +3%
OWMIAS
617
One Wealth Management Investment & Advisory Services
Florida
$462K +$476K +959 New
CI Investments Inc
618
CI Investments Inc
Ontario, Canada
$459K -$932K -1,878 -66%
EAM
619
Empirical Asset Management
Massachusetts
$458K +$158K +319 +50%
CB
620
CNB Bank
Pennsylvania
$456K +$4.96K +10 +1%
MCC
621
Malaga Cove Capital
California
$455K +$468K +944 New
TAM
622
Trust Asset Management
Texas
$443K
EA
623
Emerald Advisers
Pennsylvania
$442K -$75.4K -152 -14%
P
624
Pitcairn
Pennsylvania
$442K -$16.4K -33 -3%
EP
625
Edgestream Partners
New Jersey
$428K -$2.34M -4,726 -84%