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MSCI
MSCI

Overview Fund Activity

910 hedge funds and large institutions have $39.9B invested in MSCI in 2024 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 364 increasing their positions, 310 reducing their positions, and 56 closing their positions.

Holders
910
Holders Change
+41
Holders Change %
+4.72%
% of All Funds
13.19%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.13%
New
107
Increased
364
Reduced
310
Closed
56
Calls
$98.2M
Puts
$85.6M
Net Calls
+$12.5M
Net Calls Change
-$5.78M

Top Buyers

1
AC
1
AKO Capital
United Kingdom
$247M
2
Edgewood Management
2
Edgewood Management
Connecticut
$875M
3
BlackRock
3
BlackRock
New York
$3.98B
4
Man Group
4
Man Group
United Kingdom
$153M
5
FPP
5
Findlay Park Partners
United Kingdom
$115M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$374M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$843M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$1.06B
4
Capital World Investors
4
Capital World Investors
California
$106M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$267M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIC
676
Chilton Investment Company
Connecticut
$297K – – –
SMA
677
Sage Mountain Advisors
Georgia
$296K +$2.8K +5 +1%
CAL
678
Capital Advisors Ltd
Ohio
$293K +$7.3K +13 +3%
PCS
679
Personal CFO Solutions
New Jersey
$293K +$1.12K +2 +0.4%
FMLI
680
Fukoku Mutual Life Insurance
Japan
$289K – – –
FFM
681
Forum Financial Management
Illinois
$288K – – –
STA
682
Summit Trail Advisors
New York
$287K +$64.5K +115 +29%
VAS
683
Vestmark Advisory Solutions
Massachusetts
$285K +$12.3K +22 +5%
CRA
684
Clear Rock Advisors
Texas
$284K – – –
BCM
685
BluePath Capital Management
Georgia
$283K -$4.49K -8 -2%
VI
686
Versor Investments
New York
$282K -$924K -1,648 -77%
SI
687
Stephens Inc
Arkansas
$281K -$5.61K -10 -2%
MA
688
Montag & Associates
Georgia
$274K -$11.2K -20 -4%
GFP
689
Gryphon Financial Partners
Ohio
$274K +$274K +488 New
ONB
690
Old National Bancorp
Indiana
$271K -$19.6K -35 -7%
MC
691
Maverick Capital
Texas
$270K -$270K -481 -50%
IFU
692
iSAM Funds (UK)
United Kingdom
$270K +$270K +481 New
GWP
693
Gen-Wealth Partners
Michigan
$268K +$268K +478 New
AG
694
Algert Global
California
$267K +$267K +476 New
GI
695
GLOBALT Investments
Georgia
$267K -$25.2K -45 -9%
Northwestern Mutual Wealth Management
696
Northwestern Mutual Wealth Management
Wisconsin
$265K -$171K -305 -39%
FHA
697
Flagship Harbor Advisors
Massachusetts
$264K -$34.2K -61 -11%
PCIA
698
Prime Capital Investment Advisors
Kansas
$262K -$2.8K -5 -1%
EH
699
Equitable Holdings
New York
$259K +$22.4K +40 +9%
BIG
700
Brooklyn Investment Group
New York
$258K -$10.5K -19 -4%
26 27
28
29 30