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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 %
EFMH
751
E Fund Management (HK)
Hong Kong
$169K -$359K -744 -68%
MA
752
Montag & Associates
Georgia
$169K -$67K -139 -28%
ZB
753
Zions Bancorporation
Utah
$166K -$160K -332 -49%
SIM
754
Sentry Investment Management
Wisconsin
$166K -$34.3K -71 -17%
HNB
755
Huntington National Bank
Ohio
$163K +$53K +110 +48%
CA
756
Clearstead Advisors
Ohio
$161K +$120K +249 +293%
HI
757
Harbour Investments
Wisconsin
$152K +$10.1K +21 +7%
WTA
758
Washington Trust Advisors
Massachusetts
$145K -$31.8K -66 -18%
JAM
759
JCIC Asset Management
Ontario, Canada
$142K +$14.5K +30 +11%
AA
760
Ancora Advisors
Ohio
$139K -$29.4K -61 -17%
M
761
MOTCO
Texas
$137K – – –
GI
762
GAMMA Investing
California
$134K +$28.4K +59 +27%
EC
763
EntryPoint Capital
New York
$130K +$23.6K +49 +22%
AF
764
Allworth Financial
California
$122K +$4.46K +9 +4%
GGI
765
Godsey & Gibb Inc
Virginia
$120K – – –
CYG
766
Clean Yield Group
Vermont
$118K – – –
MPWT
767
MassMutual Private Wealth & Trust
Connecticut
$118K +$2.89K +6 +3%
MIM
768
Meridiem Investment Management
United Kingdom
$118K – – –
SAM
769
Smartleaf Asset Management
Massachusetts
$113K +$44.8K +92 +65%
LC
770
Lindbrook Capital
California
$112K -$31.8K -66 -22%
CFO
771
CVA Family Office
Colorado
$112K -$19.3K -40 -15%
ATPW
772
Ashton Thomas Private Wealth
Arizona
$112K +$112K +232 New
AGWCA
773
Annis Gardner Whiting Capital Advisors
Florida
$109K +$38.1K +79 +53%
BFEC
774
Benjamin F. Edwards & Company
Missouri
$109K +$3.84K +8 +4%
CH
775
Cromwell Holdings
Wyoming
$108K +$108K +224 New
29 30
31
32 33