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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
PWM
701
Perigon Wealth Management
California
$278K -$29.3K -59 -9%
Jones Financial Companies
702
Jones Financial Companies
Missouri
$277K +$261K +526 +1,073%
CC
703
Corton Capital
Ontario, Canada
$276K +$284K +573 New
FAM
704
Fenimore Asset Management
New York
$276K
IWC
705
Integrated Wealth Concepts
Massachusetts
$275K +$284K +572 New
VFA
706
Valeo Financial Advisors
Indiana
$274K -$35.7K -72 -11%
C
707
Certuity
Florida
$273K -$7.44K -15 -3%
SP
708
Symmetry Partners
Connecticut
$271K
WBC
709
Westpac Banking Corp
Australia
$268K +$50.6K +102 +22%
CGL
710
Clarius Group LLC
Washington
$262K -$1.99K -4 -0.7%
CAL
711
Capital Advisors Ltd
Ohio
$261K +$9.92K +20 +4%
WTC
712
WhitTier Trust Company
Nevada
$260K +$3.47K +7 +1%
P
713
&Partners
Tennessee
$260K +$267K +539 New
BCM
714
BluePath Capital Management
Georgia
$260K +$17.4K +35 +7%
BIG
715
Brooklyn Investment Group
New York
$258K
CIC
716
Chilton Investment Company
Connecticut
$255K
OP
717
ORG Partners
Indiana
$255K +$264K +532 New
KCM
718
Kathmere Capital Management
Pennsylvania
$254K +$62K +125 +31%
TCM
719
Teza Capital Management
Illinois
$251K -$2.78M -5,594 -91%
FFM
720
Forum Financial Management
Illinois
$248K +$496 +1 +0.2%
FMLI
721
Fukoku Mutual Life Insurance
Japan
$248K
EWA
722
EP Wealth Advisors
California
$247K +$33.7K +68 +15%
SW
723
SVB Wealth
Massachusetts
$246K -$110K -221 -30%
RAM
724
Ramirez Asset Management
New York
$245K +$253K +509 New
CRA
725
Clear Rock Advisors
Texas
$244K