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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 %
BCMLT
876
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.36K 6 – –
DJSG
877
D.J. St. Germain
Massachusetts
$3.36K 6 – –
DPW
878
DiNuzzo Private Wealth
Pennsylvania
$3.36K 6 – –
CMP
879
Coston McIsaac & Partners
Maine
$3K 7 – –
FFA
880
Frazier Financial Advisors
Ohio
$2.8K 5 +5 New
JGIA
881
Jackson Grant Investment Advisers
Connecticut
$2.8K 5 – –
GWM
882
Geneos Wealth Management
Colorado
$2.24K 4 -3 -43%
MFT
883
Moisand Fitzgerald Tamayo
Florida
$2.24K 4 – –
MA
884
MCF Advisors
Kentucky
$2.24K 4 +1 +33%
RFS
885
Richardson Financial Services
Massachusetts
$2.24K 4 +4 New
CWM
886
Cedar Wealth Management
California
$2.24K 4 +4 New
MHR
887
Matthew Hamilton Rosenberg
$2.22K 4 – –
CPG
888
Cornerstone Planning Group
New Jersey
$1.87K 4 +1 +33%
CTC
889
Central Trust Company
Missouri
$1.68K 3 +3 New
HWM
890
HighMark Wealth Management
Minnesota
$1.68K 3 – –
FG
891
Fairman Group
Pennsylvania
$1.68K 3 – –
BAM
892
Bellevue Asset Management
Washington
$1.68K 3 – –
AP
893
Aspect Partners
Virginia
$1.68K 3 – –
HWP
894
Highline Wealth Partners
California
$1.68K 3 – –
HNB
895
Hilltop National Bank
Wyoming
$1.68K 3 +3 New
ECM
896
Everence Capital Management
Indiana
$1.65K 2,937 – –
S
897
Sachetta
Massachusetts
$1.13K 2 – –
CAC
898
Core Alternative Capital
Georgia
$1.12K 2 -20 -91%
SIS
899
Sound Income Strategies
Florida
$1.12K 2 – –
AIC
900
Archer Investment Corporation
Indiana
$1.12K 2 – –
34 35
36
37 38