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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 %
SMA
651
Sage Mountain Advisors
Georgia
$360K +$106K +220 +42%
TWC
652
TD Waterhouse Canada
Ontario, Canada
$360K +$253K +527 +236%
SC
653
Syon Capital
California
$359K +$18.8K +39 +6%
NRD
654
Nebula Research & Development
New York
$358K +$358K +744 New
CCA
655
Checchi Capital Advisers
California
$355K -$15.9K -33 -4%
SWA
656
SFMG Wealth Advisors
Texas
$355K -$482 -1 -0.1%
WSFS
657
Wilmington Savings Fund Society
Delaware
$351K -$59.3K -123 -14%
WP
658
Woodline Partners
California
$349K -$31.8K -66 -8%
QCG
659
Quadrant Capital Group
Ohio
$349K +$27K +56 +8%
EDRH
660
Edmond de Rothschild Holding
Switzerland
$346K -$517K -1,074 -60%
CFG
661
Citizens Financial Group
Rhode Island
$343K +$343K +712 New
FTWA
662
Fifth Third Wealth Advisors
Ohio
$342K +$342K +710 New
CWM
663
Connecticut Wealth Management
Connecticut
$340K -$144K -298 -30%
ITFISA
664
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$337K -$145K -300 -30%
DS
665
DRW Securities
Illinois
$332K +$332K +690 New
BHPW
666
Beverly Hills Private Wealth
California
$332K -$27.5K -57 -8%
STA
667
Summit Trail Advisors
New York
$331K +$83.8K +174 +34%
GWP
668
Gen-Wealth Partners
Michigan
$330K +$100K +208 +44%
Parallax Volatility Advisers
669
Parallax Volatility Advisers
California
$321K -$419K -869 -57%
MWM
670
Meridian Wealth Management
Kentucky
$320K +$320K +664 New
PGFC
671
Peapack-Gladstone Financial Corp
New Jersey
$318K +$318K +661 New
FFA
672
Farther Finance Advisors
California
$316K +$122K +255 +63%
AR
673
Apeiron RIA
Texas
$313K +$2.41K +5 +0.8%
SAG
674
SageView Advisory Group
California
$310K -$2.76M -5,739 -90%
EWA
675
EverSource Wealth Advisors
Alabama
$309K +$56.2K +104 +22%
25 26
27
28 29