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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
$795M
2
Nordea Investment Management
Nordea Investment Management
Sweden
$474M
3
Principal Financial Group
Principal Financial Group
Iowa
$702M
4
Edgewood Management
Edgewood Management
Connecticut
$904M
5
Morgan Stanley
Morgan Stanley
New York
$804M

Top Sellers

1
WC
Westwind Capital
New Mexico
$10.6M
2
AllianceBernstein
AllianceBernstein
Tennessee
$102M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$539M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$669M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
$396K
Name Holding Trade Value Shares
Change 		Shares
Change %
CPG
901
Cornerstone Planning Group
New Jersey
$1.55K -$518 -1 -25%
CTC
902
Central Trust Company
Missouri
$1.45K – – –
RFS
903
Richardson Financial Services
Massachusetts
$1.45K -$482 -1 -25%
FG
904
Fairman Group
Pennsylvania
$1.45K – – –
HNB
905
Hilltop National Bank
Wyoming
$1.45K – – –
HWP
906
Highline Wealth Partners
California
$1.45K – – –
SC
907
SouthState Corp
Florida
$1.45K +$1.45K +3 New
RWM
908
Ruedi Wealth Management
Illinois
$1.45K +$1.45K +3 New
ECM
909
Everence Capital Management
Indiana
$1.37K – – –
PI
910
PEAK6 Investments
Illinois
$1.12K -$341K -608 -100%
VNA
911
Valley National Advisers
Pennsylvania
$1K -$1.75K -7 -64%
TFA
912
Transamerica Financial Advisors
Florida
$1K – – –
FFA
913
Frazier Financial Advisors
Ohio
$964 -$1.45K -3 -60%
SIS
914
Sound Income Strategies
Florida
$964 – – –
CAC
915
Core Alternative Capital
Georgia
$964 – – –
CA
916
Continuum Advisory
Idaho
$964 – – –
JFGIW
917
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$964 +$964 +2 New
SWM
918
Sanctuary Wealth Management
Idaho
$964 +$964 +2 New
SFC
919
Strategic Financial Concepts
Texas
$570 +$570 +48,072 New
PPA
920
Painted Porch Advisors
California
$489 +$489 +1 New
CAM
921
ClariVest Asset Management
California
$487 – – –
WWM
922
Wolff Wiese Magana
California
$482 – – –
SA
923
Scarborough Advisors
Maryland
$482 +$482 +1 New
WA
924
WestEnd Advisors
North Carolina
$482 +$482 +1 New
BHWM
925
Beaird Harris Wealth Management
Texas
$396 -$17K -43 -98%
35 36
37
38 39