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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
Temasek Holdings
51
Temasek Holdings
Singapore
$134M +$5.25M +10,575 +4%
OCBV
52
Ownership Capital B.V.
Netherlands
$131M +$12.3M +24,815 +10%
EAM
53
Eagle Asset Management
Florida
$130M -$6.64M -13,389 -5%
Schroder Investment Management Group
54
Schroder Investment Management Group
United Kingdom
$125M -$76.3M -153,727 -37%
Dimensional Fund Advisors
55
Dimensional Fund Advisors
Texas
$123M +$17M +34,351 +16%
Public Employees Retirement Association of Colorado
56
Public Employees Retirement Association of Colorado
Colorado
$122M -$100K -202 -0.1%
N
57
Nuveen
North Carolina
$118M -$2.73M -5,495 -2%
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$117M +$29.1M +58,612 +32%
PAM
59
Panagora Asset Management
Massachusetts
$114M -$1.49M -2,993 -1%
HSBC Holdings
60
HSBC Holdings
United Kingdom
$112M -$11.2M -22,614 -9%
AllianceBernstein
61
AllianceBernstein
Tennessee
$102M -$831M -1,675,576 -89%
FPP
62
Findlay Park Partners
United Kingdom
$98M -$744K -1,500 -0.7%
Nomura Asset Management
63
Nomura Asset Management
Japan
$94.1M +$23.6M +47,493 +32%
Baird Financial Group
64
Baird Financial Group
Wisconsin
$93.8M +$6.07M +12,241 +7%
MNA
65
Manning & Napier Advisors
New York
$91.7M +$94.5M +190,448 New
BGCP
66
Bristol Gate Capital Partners
Ontario, Canada
$91.1M +$18.5M +37,212 +25%
Macquarie Group
67
Macquarie Group
Australia
$88.2M +$71.7M +144,515 +374%
UBS Group
68
UBS Group
Switzerland
$88.1M +$8.02M +16,170 +10%
EAM
69
EULAV Asset Management
Florida
$83.7M +$2.03M +4,100 +2%
Sumitomo Mitsui Trust Group
70
Sumitomo Mitsui Trust Group
Japan
$82.5M -$8M -16,118 -9%
Los Angeles Capital Management
71
Los Angeles Capital Management
California
$82M -$44.1M -88,842 -34%
Fundsmith LLP
72
Fundsmith LLP
United Kingdom
$80.3M -$2.6M -5,240 -3%
CF
73
Canoe Financial
Alberta, Canada
$80M
Russell Investments Group
74
Russell Investments Group
United Kingdom
$80M -$6.83M -13,764 -8%
National Pension Service
75
National Pension Service
South Korea
$79.3M +$4.19M +8,439 +5%