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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
PGFC
676
Peapack-Gladstone Financial Corp
New Jersey
$318K +$328K +661 New
FFA
677
Farther Finance Advisors
California
$316K +$127K +255 +63%
AR
678
Apeiron RIA
Texas
$313K +$2.48K +5 +0.8%
SAG
679
SageView Advisory Group
California
$310K -$2.85M -5,739 -90%
EWA
680
EverSource Wealth Advisors
Alabama
$309K +$51.6K +104 +22%
VCM
681
Virtue Capital Management
Tennessee
$309K -$2.98K -6 -1%
AWM
682
Axxcess Wealth Management
California
$307K -$6.68M -13,468 -95%
PA
683
Parallel Advisors
California
$307K -$11.9K -24 -4%
OQS
684
Occudo Quantitative Strategies
Florida
$306K +$315K +635 New
WCM
685
Weaver Capital Management
Georgia
$305K -$30.3K -61 -9%
JF
686
JSF Financial
California
$305K
NS
687
NBC Securities
Alabama
$304K +$299K +602 +1,942%
RI
688
Redwood Investments
Massachusetts
$299K -$3.43M -6,905 -81%
CA
689
Commerzbank Aktiengesellschaft
Germany
$298K +$10.4K +21 +4%
CT
690
ClearAlpha Technologies
Connecticut
$297K +$306K +617 New
BBHC
691
Brown Brothers Harriman & Co
New York
$293K -$26.8K -54 -8%
SPC
692
Sigma Planning Corp
Michigan
$293K -$6.95K -14 -2%
WEG
693
World Equity Group
Illinois
$289K -$1.49K -3 -0.5%
WWM
694
WJ Wealth Management
Arizona
$289K
IAA
695
Independent Advisor Alliance
North Carolina
$284K +$20.8K +42 +8%
DILIC
696
Dai-ichi Life Insurance Company
Japan
$281K -$7.65M -15,412 -96%
GAM
697
Gotham Asset Management
New York
$280K -$158K -319 -35%
WT
698
Whittier Trust
California
$280K +$117K +236 +68%
CPW
699
Crestmont Private Wealth
Texas
$279K +$4.47K +9 +2%
WA
700
Wealth Alliance
New York
$279K +$288K +580 New