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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
JAFL
751
Jay A. Fishman Ltd
Michigan
$202K
ETIA
752
Epic Trust Investment Advisors
Washington
$202K +$208K +419 New
ST
753
Smithfield Trust
Pennsylvania
$200K
TFA
754
Toth Financial Advisory
Virginia
$198K +$119K +240 +140%
IA
755
IFP Advisors
Florida
$190K +$90.8K +183 +86%
PCM
756
Penserra Capital Management
California
$175K +$1.99K +4 +1%
EFMH
757
E Fund Management (HK)
Hong Kong
$169K -$369K -744 -68%
MA
758
Montag & Associates
Georgia
$169K -$69K -139 -28%
ZB
759
Zions Bancorporation
Utah
$166K -$165K -332 -49%
SIM
760
Sentry Investment Management
Wisconsin
$166K -$35.2K -71 -17%
HNB
761
Huntington National Bank
Ohio
$163K +$54.6K +110 +48%
CA
762
Clearstead Advisors
Ohio
$161K +$124K +249 +293%
HI
763
Harbour Investments
Wisconsin
$152K +$10.4K +21 +7%
WTA
764
Washington Trust Advisors
Massachusetts
$145K -$32.7K -66 -18%
JAM
765
JCIC Asset Management
Ontario, Canada
$142K +$14.9K +30 +11%
AA
766
Ancora Advisors
Ohio
$139K -$30.3K -61 -17%
M
767
MOTCO
Texas
$137K
GI
768
GAMMA Investing
California
$134K +$29.3K +59 +27%
EC
769
EntryPoint Capital
New York
$130K +$24.3K +49 +22%
AF
770
Allworth Financial
California
$122K +$4.47K +9 +4%
GGI
771
Godsey & Gibb Inc
Virginia
$120K
CYG
772
Clean Yield Group
Vermont
$118K
MPWT
773
MassMutual Private Wealth & Trust
Connecticut
$118K +$2.98K +6 +3%
MIM
774
Meridiem Investment Management
United Kingdom
$118K
SAM
775
Smartleaf Asset Management
Massachusetts
$113K +$45.6K +92 +65%