MSCI icon

MSCI
MSCI

Overview Fund Activity

910 hedge funds and large institutions have $39.9B invested in MSCI in 2024 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 364 increasing their positions, 310 reducing their positions, and 56 closing their positions.

Holders
910
Holders Change
+41
Holders Change %
+4.72%
% of All Funds
13.19%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.13%
New
107
Increased
364
Reduced
310
Closed
56
Calls
$98.2M
Puts
$85.6M
Net Calls
+$12.5M
Net Calls Change
-$5.78M

Top Buyers

1
AC
1
AKO Capital
United Kingdom
$247M
2
Edgewood Management
2
Edgewood Management
Connecticut
$875M
3
BlackRock
3
BlackRock
New York
$3.98B
4
Man Group
4
Man Group
United Kingdom
$153M
5
FPP
5
Findlay Park Partners
United Kingdom
$115M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$374M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$843M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$1.06B
4
Capital World Investors
4
Capital World Investors
California
$106M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$267M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWS
751
SYSTM Wealth Solutions
Illinois
$190K -$5.04K -9 -3%
MAM
752
Magellan Asset Management
Australia
$188K -$6.17K -11 -3%
BTI
753
Blue Trust Inc
Georgia
$182K +$71.2K +127 +64%
LC
754
Lindbrook Capital
California
$168K +$9.53K +17 +6%
HI
755
Harbour Investments
Wisconsin
$165K +$16.8K +30 +11%
M
756
MOTCO
Texas
$159K +$159K +284 New
CFO
757
CVA Family Office
Colorado
$153K +$560 +1 +0.4%
JAM
758
JCIC Asset Management
Ontario, Canada
$149K +$14K +25 +10%
HFM
759
Harvest Fund Management
China
$144K +$116K +207 +406%
PPC
760
Park Place Capital
Alabama
$142K -$63.3K -113 -31%
AWM
761
Avior Wealth Management
Nebraska
$141K +$140K +250 +12,500%
GGI
762
Godsey & Gibb Inc
Virginia
$140K – – –
CYG
763
Clean Yield Group
Vermont
$137K – – –
MIM
764
Meridiem Investment Management
United Kingdom
$137K – – –
MPWT
765
MassMutual Private Wealth & Trust
Connecticut
$134K +$19.6K +35 +17%
AF
766
Allworth Financial
California
$133K +$42K +75 +46%
HNB
767
Huntington National Bank
Ohio
$128K +$40.4K +72 +46%
EC
768
EntryPoint Capital
New York
$124K +$12.3K +22 +11%
LS
769
Livforsakringsbolaget Skandia
Sweden
$124K – – –
GI
770
GAMMA Investing
California
$123K +$19.1K +34 +18%
BFEC
771
Benjamin F. Edwards & Company
Missouri
$123K +$3.37K +6 +3%
IA
772
IFP Advisors
Florida
$119K +$4.49K +8 +4%
SS
773
Sunbelt Securities
Texas
$115K -$103K -184 -47%
AA
774
Alta Advisers
United Kingdom
$112K – – –
PAM
775
Palisade Asset Management
Minnesota
$112K +$112K +200 New
29 30
31
32 33