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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 %
RCM
826
Raleigh Capital Management
North Carolina
$14.9K -$2.89K -6 -16%
EBA
827
Eagle Bay Advisors
New York
$14.9K +$10.6K +22 +244%
GWSG
828
GPS Wealth Strategies Group
Colorado
$14.7K – – –
CA
829
CoreCap Advisors
Michigan
$14.5K +$7.71K +16 +114%
SIM
830
Studio Investment Management
Illinois
$14.5K +$14.5K +30 New
GKIM
831
GW&K Investment Management
Massachusetts
$13K +$1.39K +3 +12%
PGAM
832
Princeton Global Asset Management
New Jersey
$12.5K – – –
LFA
833
LGT Financial Advisors
Texas
$12K – – –
TCOV
834
Trust Company of Vermont
Vermont
$12K – – –
ADL
835
Asset Dedication LLC
California
$11.6K – – –
MAM
836
Meeder Asset Management
Ohio
$11.1K – – –
HIA
837
Harbor Investment Advisory
Maryland
$10.1K -$482 -1 -5%
CT
838
Colonial Trust
South Carolina
$9.72K +$9.23K +19 +1,900%
CJ
839
Caitlin John
Michigan
$9.67K – – –
PWMG
840
Private Wealth Management Group
New Jersey
$9.64K – – –
LI
841
LRI Investments
Florida
$9.64K – – –
OC
842
Oakworth Capital
Alabama
$9.64K – – –
FRA
843
Front Row Advisors
California
$9.64K +$9.64K +20 New
CHA
844
Carmichael Hill & Associates
Maryland
$9.15K – – –
RS
845
Rakuten Securities
Japan
$9.15K -$2.41K -5 -21%
HGA
846
Hobbs Group Advisors
South Carolina
$9.15K +$9.15K +19 New
MCM
847
Manchester Capital Management
Vermont
$8.67K +$482 +1 +6%
UWS
848
Unique Wealth Strategies
Illinois
$8.42K +$8.42K +15 New
FCA
849
FinTrust Capital Advisors
South Carolina
$8.19K +$4.82K +10 +143%
SIC
850
Salem Investment Counselors
North Carolina
$7.23K – – –
32 33
34
35 36