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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 %
IP
601
Intellectus Partners
California
$500K +$500K +1,038 New
TCA
602
Transcend Capital Advisors
New Jersey
$495K +$495K +1,027 New
BFS
603
Bradley Foster & Sargent
Connecticut
$491K -$94.4K -196 -16%
DIA
604
Dana Investment Advisors
Wisconsin
$486K – – –
HA
605
Harbor Advisors
Florida
$482K – – –
EWM
606
Evercore Wealth Management
New York
$481K -$28.4K -59 -6%
WAG
607
Wallace Advisory Group
California
$479K +$479K +995 New
William Blair & Company
608
William Blair & Company
Illinois
$477K -$160K -331 -25%
LA
609
LVW Advisors
New York
$477K -$394K -818 -45%
MA
610
MJP Associates
Connecticut
$472K +$37.6K +78 +9%
SPA
611
Sherbrooke Park Advisers
New York
$466K +$466K +968 New
BC
612
Burney Company
Virginia
$463K +$12K +25 +3%
OWMIAS
613
One Wealth Management Investment & Advisory Services
Florida
$462K +$462K +959 New
CI Investments Inc
614
CI Investments Inc
Ontario, Canada
$459K -$905K -1,878 -66%
EAM
615
Empirical Asset Management
Massachusetts
$458K +$154K +319 +50%
CB
616
CNB Bank
Pennsylvania
$456K +$4.82K +10 +1%
MCC
617
Malaga Cove Capital
California
$455K +$455K +944 New
TAM
618
Trust Asset Management
Texas
$443K – – –
EA
619
Emerald Advisers
Pennsylvania
$442K -$73.2K -152 -14%
P
620
Pitcairn
Pennsylvania
$442K -$15.9K -33 -3%
EP
621
Edgestream Partners
New Jersey
$428K -$2.28M -4,726 -84%
Lido Advisors
622
Lido Advisors
California
$427K +$24.1K +50 +6%
NCFG
623
New Century Financial Group
New Jersey
$424K +$424K +880 New
NP
624
NorthRock Partners
Minnesota
$423K +$11.1K +23 +3%
GC
625
Gilbert & Cook
Iowa
$418K +$98.8K +205 +31%
23 24
25
26 27