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MSCI
MSCI

Overview Fund Activity

924 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, 297 reducing their positions, and 119 closing their positions.

Holders
924
Holders Change
+14
Holders Change %
+1.54%
% of All Funds
13.44%
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
297
Closed
119
Calls
$78M
Puts
$201M
Net Calls
-$123M
Net Calls Change
-$136M

Top Buyers

1
Polen Capital Management
1
Polen Capital Management
Florida
$795M
2
Nordea Investment Management
2
Nordea Investment Management
Sweden
$474M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$702M
4
Edgewood Management
4
Edgewood Management
Connecticut
$904M
5
Morgan Stanley
5
Morgan Stanley
New York
$804M

Top Sellers

1
WC
1
Westwind Capital
New Mexico
$10.6M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$102M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$539M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$669M
5
Winslow Capital Management
5
Winslow Capital Management
Minnesota
$396K
Name Holding Trade Value Shares
Change 		Shares
Change %
OCBV
51
Ownership Capital B.V.
Netherlands
$131M +$12M +24,815 +10%
EAM
52
Eagle Asset Management
Florida
$130M -$6.42M -13,389 -5%
Schroder Investment Management Group
53
Schroder Investment Management Group
United Kingdom
$125M -$74.1M -153,727 -37%
Dimensional Fund Advisors
54
Dimensional Fund Advisors
Texas
$123M +$16.6M +34,351 +16%
Public Employees Retirement Association of Colorado
55
Public Employees Retirement Association of Colorado
Colorado
$122M -$97.3K -202 -0.1%
Nuveen Asset Management
56
Nuveen Asset Management
Illinois
$118M -$2.65M -5,495 -2%
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$117M +$28.2M +58,612 +32%
PAM
58
Panagora Asset Management
Massachusetts
$114M -$1.44M -2,993 -1%
HSBC Holdings
59
HSBC Holdings
United Kingdom
$112M -$10.9M -22,614 -9%
AllianceBernstein
60
AllianceBernstein
Tennessee
$102M -$807M -1,675,576 -89%
FPP
61
Findlay Park Partners
United Kingdom
$98M -$723K -1,500 -0.7%
Nomura Asset Management
62
Nomura Asset Management
Japan
$94.1M +$22.9M +47,493 +32%
Baird Financial Group
63
Baird Financial Group
Wisconsin
$93.8M +$5.9M +12,241 +7%
MNA
64
Manning & Napier Advisors
New York
$91.7M +$91.7M +190,448 New
BGCP
65
Bristol Gate Capital Partners
Ontario, Canada
$91.1M +$17.9M +37,212 +25%
Macquarie Group
66
Macquarie Group
Australia
$88.2M +$69.6M +144,515 +374%
UBS Group
67
UBS Group
Switzerland
$88.1M +$7.79M +16,170 +10%
EAM
68
EULAV Asset Management
Florida
$83.7M +$1.98M +4,100 +2%
Sumitomo Mitsui Trust Group
69
Sumitomo Mitsui Trust Group
Japan
$82.5M -$7.76M -16,118 -9%
Los Angeles Capital Management
70
Los Angeles Capital Management
California
$82M -$42.8M -88,842 -34%
Fundsmith LLP
71
Fundsmith LLP
United Kingdom
$80.3M -$2.52M -5,240 -3%
CF
72
Canoe Financial
Alberta, Canada
$80M – – –
Russell Investments Group
73
Russell Investments Group
United Kingdom
$80M -$6.64M -13,764 -8%
National Pension Service
74
National Pension Service
South Korea
$79.3M +$4.07M +8,439 +5%
Chevy Chase Trust
75
Chevy Chase Trust
Maryland
$78.6M +$10.1M +20,908 +15%
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