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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
Lido Advisors
626
Lido Advisors
California
$427K +$24.8K +50 +6%
NCFG
627
New Century Financial Group
New Jersey
$424K +$437K +880 New
NP
628
NorthRock Partners
Minnesota
$423K +$11.4K +23 +3%
GC
629
Gilbert & Cook
Iowa
$418K +$102K +205 +31%
CG
630
Cynosure Group
Utah
$417K +$105K +211 +32%
MG
631
Mather Group
Illinois
$415K +$24.3K +49 +7%
CFGS
632
Concourse Financial Group Securities
Alabama
$412K +$333K +671 +365%
AIP
633
Ameritas Investment Partners
Nebraska
$412K
TSW
634
Three Seasons Wealth
Utah
$412K +$424K +855 New
MCM
635
MAI Capital Management
Ohio
$412K -$45.2K -91 -10%
TPWA
636
TRUE Private Wealth Advisors
Oregon
$403K +$19.8K +40 +5%
Winslow Capital Management
637
Winslow Capital Management
Minnesota
$396K -$224M -451,532 -100%
PAG
638
Private Advisor Group
New Jersey
$394K -$68K -137 -14%
GA
639
Geller Advisors
New York
$393K +$9.43K +19 +2%
SQA
640
Simon Quick Advisors
New Jersey
$392K +$97.7K +197 +32%
BCFD
641
Boit C.F. David
$390K
CI
642
Cigna Investments
Connecticut
$390K -$4.96K -10 -1%
BTWM
643
Baker Tilly Wealth Management
Wisconsin
$390K +$401K +809 New
AF
644
Aviso Financial
Ontario, Canada
$388K +$399K +805 New
DBRC
645
D.B. Root & Company
Pennsylvania
$387K +$399K +804 New
DPL
646
Danica Pension Livsforsikrings
$385K -$78.9K -159 -17%
DADC
647
D.A. Davidson & Co
Montana
$384K +$75.4K +152 +24%
IEFM
648
IQ EQ Fund Management
Ireland
$383K
GM
649
GeoWealth Management
Illinois
$380K +$194K +390 +98%
ERWM
650
Elk River Wealth Management
Colorado
$376K