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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 %
CG
626
Cynosure Group
Utah
$417K +$102K +211 +32%
MG
627
Mather Group
Illinois
$415K +$27.5K +49 +7%
CFGS
628
Concourse Financial Group Securities
Alabama
$412K +$323K +671 +365%
AIP
629
Ameritas Investment Partners
Nebraska
$412K – – –
TSW
630
Three Seasons Wealth
Utah
$412K +$412K +855 New
MCM
631
MAI Capital Management
Ohio
$412K -$43.9K -91 -10%
TPWA
632
TRUE Private Wealth Advisors
Oregon
$403K +$19.3K +40 +5%
Winslow Capital Management
633
Winslow Capital Management
Minnesota
$396K -$218M -451,532 -100%
PAG
634
Private Advisor Group
New Jersey
$394K -$66.1K -137 -14%
GA
635
Geller Advisors
New York
$393K +$9.15K +19 +2%
SQA
636
Simon Quick Advisors
New Jersey
$392K +$94.9K +197 +32%
BCFD
637
Boit C.F. David
$390K – – –
CI
638
Cigna Investments
Connecticut
$390K -$4.82K -10 -1%
BTWM
639
Baker Tilly Wealth Management
Wisconsin
$390K +$390K +809 New
AF
640
Aviso Financial
Ontario, Canada
$388K +$388K +805 New
DBRC
641
D.B. Root & Company
Pennsylvania
$387K +$387K +804 New
DADC
642
D.A. Davidson & Co
Montana
$384K +$73.2K +152 +24%
IEFM
643
IQ EQ Fund Management
Ireland
$383K – – –
GM
644
GeoWealth Management
Illinois
$380K +$188K +390 +98%
ERWM
645
Elk River Wealth Management
Colorado
$376K – – –
DAS
646
Diversify Advisory Services
Utah
$374K +$374K +764 New
TA
647
Tectonic Advisors
Texas
$371K +$371K +770 New
OFS
648
OneAscent Financial Services
Alabama
$369K +$109K +227 +42%
ETC
649
Exchange Traded Concepts
Oklahoma
$367K +$63.1K +131 +21%
PCM
650
Permanent Capital Management
Illinois
$367K +$367K +636 New
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