MSCI icon

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 %
VFA
701
Valeo Financial Advisors
Indiana
$274K -$34.7K -72 -11%
C
702
Certuity
Florida
$273K -$7.23K -15 -3%
SP
703
Symmetry Partners
Connecticut
$271K – – –
WBC
704
Westpac Banking Corp
Australia
$268K +$49.1K +102 +22%
CGL
705
Clarius Group LLC
Washington
$262K -$1.93K -4 -0.7%
CAL
706
Capital Advisors Ltd
Ohio
$261K +$9.63K +20 +4%
WTC
707
WhitTier Trust Company
Nevada
$260K +$3.37K +7 +1%
P
708
&Partners
Tennessee
$260K +$260K +539 New
BCM
709
BluePath Capital Management
Georgia
$260K +$16.9K +35 +7%
BIG
710
Brooklyn Investment Group
New York
$258K – – –
CIC
711
Chilton Investment Company
Connecticut
$255K – – –
OP
712
ORG Partners
Indiana
$255K +$255K +532 New
KCM
713
Kathmere Capital Management
Pennsylvania
$254K +$60.2K +125 +31%
TCM
714
Teza Capital Management
Illinois
$251K -$2.69M -5,594 -91%
FFM
715
Forum Financial Management
Illinois
$248K +$482 +1 +0.2%
FMLI
716
Fukoku Mutual Life Insurance
Japan
$248K – – –
EWA
717
EP Wealth Advisors
California
$247K +$32.7K +68 +15%
SW
718
SVB Wealth
Massachusetts
$246K -$106K -221 -30%
RAM
719
Ramirez Asset Management
New York
$245K +$245K +509 New
CRA
720
Clear Rock Advisors
Texas
$244K – – –
AUB
721
Atlantic Union Bankshares
Virginia
$244K -$1.43M -2,973 -85%
NWA
722
New World Advisors
Massachusetts
$243K +$243K +505 New
CP
723
Castleview Partners
Texas
$242K +$242K +503 New
II
724
Ibex Investors
Colorado
$241K +$241K +500 New
SFI
725
Siemens Fonds Invest
Germany
$239K -$164K -340 -41%
27 28
29
30 31