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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 %
SWM
726
Salvus Wealth Management
New Jersey
$237K +$237K +491 New
ET
727
Equitable Trust
Tennessee
$235K +$235K +487 New
CI
728
Conning Inc
Connecticut
$231K +$9.15K +19 +4%
AG
729
Algert Global
California
$226K -$3.37K -7 -1%
LSAG
730
Lake Street Advisors Group
New Hampshire
$218K +$7.23K +15 +3%
GFP
731
Gryphon Financial Partners
Ohio
$217K -$18.3K -38 -8%
AWM
732
Angeles Wealth Management
California
$214K +$214K +444 New
AAM
733
Azzad Asset Management
Virginia
$213K +$213K +442 New
Bank Julius Baer & Co
734
Bank Julius Baer & Co
Switzerland
$211K -$1.16M -2,160 -85%
VSQM
735
V-Square Quantitative Management
Illinois
$211K +$17.8K +37 +9%
QL
736
Quarry LP
New York
$211K +$201K +418 +2,200%
OWM
737
OneAscent Wealth Management
Alabama
$210K +$210K +435 New
PCIA
738
Prime Capital Investment Advisors
Kansas
$209K -$16.4K -34 -7%
KP
739
Keel Point
Alabama
$207K -$1.09K -2 -0.5%
DWT
740
Dorsey & Whitney Trust
South Dakota
$205K -$5.78K -12 -3%
FTIS
741
First Trust Investment Solutions
Florida
$204K -$964 -2 -0.5%
CIA
742
Concurrent Investment Advisors
Florida
$204K +$9.65K +20 +5%
PSP
743
Principal Street Partners
Tennessee
$203K -$1.93K -4 -0.9%
MAM
744
Magellan Asset Management
Australia
$203K +$40.9K +85 +25%
JAFL
745
Jay A. Fishman Ltd
Michigan
$202K – – –
ETIA
746
Epic Trust Investment Advisors
Washington
$202K +$202K +419 New
ST
747
Smithfield Trust
Pennsylvania
$200K – – –
TFA
748
Toth Financial Advisory
Virginia
$198K +$116K +240 +140%
IA
749
IFP Advisors
Florida
$190K +$88.2K +183 +86%
PCM
750
Penserra Capital Management
California
$175K +$1.93K +4 +1%
28 29
30
31 32