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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 %
VCM
676
Virtue Capital Management
Tennessee
$309K -$3.27K -6 -1%
AWM
677
Axxcess Wealth Management
California
$307K -$6.49M -13,468 -95%
PA
678
Parallel Advisors
California
$307K -$11.6K -24 -4%
OQS
679
Occudo Quantitative Strategies
Florida
$306K +$306K +635 New
WCM
680
Weaver Capital Management
Georgia
$305K -$29.4K -61 -9%
JF
681
JSF Financial
California
$305K – – –
NS
682
NBC Securities
Alabama
$304K +$289K +602 +1,942%
RI
683
Redwood Investments
Massachusetts
$299K -$1.25M -6,905 -81%
CA
684
Commerzbank Aktiengesellschaft
Germany
$298K +$10.1K +21 +4%
CT
685
ClearAlpha Technologies
Connecticut
$297K +$297K +617 New
BBHC
686
Brown Brothers Harriman & Co
New York
$293K -$26K -54 -8%
SPC
687
Sigma Planning Corp
Michigan
$293K -$6.75K -14 -2%
WEG
688
World Equity Group
Illinois
$289K -$1.45K -3 -0.5%
WWM
689
WJ Wealth Management
Arizona
$289K – – –
IAA
690
Independent Advisor Alliance
North Carolina
$284K +$20.2K +42 +8%
DILIC
691
Dai-ichi Life Insurance Company
Japan
$281K -$7.42M -15,412 -96%
GAM
692
Gotham Asset Management
New York
$280K -$154K -319 -35%
WT
693
Whittier Trust
California
$280K +$114K +236 +68%
CPW
694
Crestmont Private Wealth
Texas
$279K +$4.34K +9 +2%
WA
695
Wealth Alliance
New York
$279K +$279K +580 New
PWM
696
Perigon Wealth Management
California
$278K -$28.4K -59 -9%
Jones Financial Companies
697
Jones Financial Companies
Missouri
$277K +$253K +526 +1,073%
CC
698
Corton Capital
Ontario, Canada
$276K +$276K +573 New
FAM
699
Fenimore Asset Management
New York
$276K – – –
IWC
700
Integrated Wealth Concepts
Massachusetts
$275K +$275K +572 New
26 27
28
29 30