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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 Market Value Shares Shares
Change 		Shares
Change %
RIL
776
Rothschild Investment LLC
Illinois
$110K 196 +8 +4%
PFBT
777
Parkside Financial Bank & Trust
Missouri
$107K 191 +26 +16%
CFGS
778
Concourse Financial Group Securities
Alabama
$103K 184 -46 -20%
SWM
779
Spire Wealth Management
Virginia
$101K 180 – –
C
780
Covestor
United Kingdom
$99K 176 +140 +389%
JWA
781
JFS Wealth Advisors
Pennsylvania
$98.4K 176 +1 +0.6%
TFA
782
Toth Financial Advisory
Virginia
$96.4K 172 +30 +21%
APW
783
Acima Private Wealth
Virginia
$85.7K 153 – –
AGWCA
784
Annis Gardner Whiting Capital Advisors
Florida
$82.9K 148 +49 +49%
PTC
785
Private Trust Company
Ohio
$80.7K 144 +53 +58%
AT
786
Arlington Trust
Alabama
$80.1K 143 -6 -4%
SAM
787
Smartleaf Asset Management
Massachusetts
$78.5K 141 +110 +355%
RTC
788
Riverview Trust Company
Washington
$74.5K 133 +133 New
Optiver Holding
789
Optiver Holding
Netherlands
$66.7K 119 +119 New
GFPC
790
Global Financial Private Client
Florida
$64.9K 117 – –
KFS
791
Kelly Financial Services
Massachusetts
$60.8K 109 – –
HFS
792
Hantz Financial Services
Michigan
$60K 107 – –
BC
793
Barrett & Company
Rhode Island
$59.5K 106 – –
CWC
794
Carolinas Wealth Consulting
North Carolina
$59.5K 106 +8 +8%
QC
795
Quent Capital
New York
$56.2K 100 – –
PAS
796
Point72 Asia (Singapore)
Singapore
$55.4K 99 +99 New
GCGDR
797
Geo Capital Gestora de Recursos
Brazil
$55K 99 – –
UB
798
UMB Bank
Missouri
$54.4K 97 – –
FUBT
799
First United Bank & Trust
Maryland
$47.6K 85 – –
LFG
800
Larson Financial Group
Missouri
$45.4K 81 -19 -19%
30 31
32
33 34