MSCI icon

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 %
C
776
Covestor
United Kingdom
$104K +$18.9K +39 +22%
OWA
777
Opal Wealth Advisors
New York
$102K +$102K +211 New
AA
778
Alta Advisers
United Kingdom
$96.4K – – –
PFBT
779
Parkside Financial Bank & Trust
Missouri
$84.3K -$7.71K -16 -8%
JWA
780
JFS Wealth Advisors
Pennsylvania
$83.3K -$1.45K -3 -2%
DF
781
Dunhill Financial
United Kingdom
$80.5K +$76.6K +159 +1,988%
SFFS
782
Stonehage Fleming Financial Services
Jersey
$79.5K +$79.5K +165 New
PPC
783
Park Place Capital
Alabama
$75.6K -$46.2K -96 -38%
APW
784
Acima Private Wealth
Virginia
$73.7K – – –
T
785
TOBAM
France
$73K +$73K +151 New
SS
786
Sunbelt Securities
Texas
$72.3K -$26.5K -55 -27%
IAIM
787
International Assets Investment Management
Florida
$65K +$65K +135 New
RTC
788
Riverview Trust Company
Washington
$64.1K – – –
KFS
789
Kelly Financial Services
Massachusetts
$64K +$11.5K +24 +22%
CA
790
Crewe Advisors
Utah
$63.6K +$34.7K +72 +120%
LS
791
Livforsakringsbolaget Skandia
Sweden
$58.3K -$48.2K -100 -45%
GCGDR
792
Geo Capital Gestora de Recursos
Brazil
$57K +$9.18K +19 +19%
GFPC
793
Global Financial Private Client
Florida
$56.4K – – –
QC
794
Quent Capital
New York
$55.5K +$7.24K +15 +15%
UB
795
UMB Bank
Missouri
$54K +$7.23K +15 +15%
BC
796
Barrett & Company
Rhode Island
$51.2K – – –
FNWA
797
Financial Network Wealth Advisors
Utah
$49.4K +$49.4K +102 New
GRP
798
Global Retirement Partners
California
$46.7K -$123K -255 -72%
Optiver Holding
799
Optiver Holding
Netherlands
$45.8K -$11.6K -24 -20%
AAP
800
Arax Advisory Partners
Colorado
$42.9K +$23.1K +48 +117%
30 31
32
33 34