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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 %
PGAM
826
Princeton Global Asset Management
New Jersey
$14.5K 26 – –
LFA
827
LGT Financial Advisors
Texas
$14K 25 – –
TCOV
828
Trust Company of Vermont
Vermont
$14K 25 – –
GKIM
829
GW&K Investment Management
Massachusetts
$14K 25 -2 -7%
ADL
830
Asset Dedication LLC
California
$14K 24 – –
RS
831
Rakuten Securities
Japan
$13.5K 24 -1 -4%
MAM
832
Meeder Asset Management
Ohio
$12.9K 23 +23 New
HIA
833
Harbor Investment Advisory
Maryland
$12.3K 22 +5 +29%
CJ
834
Caitlin John
Michigan
$11.2K 20 -3 -13%
PWMG
835
Private Wealth Management Group
New Jersey
$11.2K 20 – –
OC
836
Oakworth Capital
Alabama
$11.2K 20 – –
LI
837
LRI Investments
Florida
$11.2K 20 +20 New
HDIM
838
Hanson & Doremus Investment Management
Vermont
$11K 20 – –
CHA
839
Carmichael Hill & Associates
Maryland
$10.6K 19 – –
QL
840
Quarry LP
New York
$10.6K 19 +19 New
AWM
841
Abound Wealth Management
Tennessee
$10.1K 18 +6 +50%
MCM
842
Manchester Capital Management
Vermont
$9.53K 17 +1 +6%
FGAM
843
Financial Gravity Asset Management
Texas
$9.23K 16 +12 +300%
SCA
844
Stuart Chaussee & Associates
California
$8.41K 15 – –
SIC
845
Salem Investment Counselors
North Carolina
$8.41K 15 +15 New
VCM
846
Versant Capital Management
Arizona
$7.85K 14 – –
EPW
847
Evergreen Private Wealth
Colorado
$7.85K 14 – –
CA
848
CoreCap Advisors
Michigan
$7.85K 14 +14 New
TIM
849
Tortoise Investment Management
New York
$7.85K 14 +14 New
KFI
850
Key Financial Inc
Pennsylvania
$7.29K 13 – –
32 33
34
35 36