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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 108 funds opening new positions, 363 increasing their positions, 310 reducing their positions, and 56 closing their positions.

Holders
910
Holders Change
+42
Holders Change %
+4.84%
% 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
108
Increased
363
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 %
FI
926
FJ Investments
Utah
– – -1,451 Closed
GS
927
GTS Securities
New York
– – -1,440 Closed
IMRF
928
Illinois Municipal Retirement Fund
Illinois
– – -1,360 Closed
LGA
929
Lebenthal Global Advisors
New York
– – -1,180 Closed
SOS
930
Silver Oak Securities
Tennessee
– – -838 Closed
AI
931
AdvisorShares Investments
Maryland
– – -782 Closed
NWMG
932
National Wealth Management Group
Ohio
– – -780 Closed
MWM
933
Meridian Wealth Management
Kentucky
– – -714 Closed
SP
934
Systematic Portfolios
New York
– – -633 Closed
XT
935
XTX Topco
Cayman Islands
– – -502 Closed
PE
936
Point72 Europe
United Kingdom
– – -472 Closed
TAM
937
Tocqueville Asset Management
New York
– – -416 Closed
WI
938
WrapManager Inc
California
– – -394 Closed
WPW
939
Waldron Private Wealth
Pennsylvania
– – -390 Closed
WA
940
Wealth Alliance
New York
– – -385 Closed
CI
941
CX Institutional
Indiana
– – -375 Closed
NCFG
942
New Century Financial Group
New Jersey
– – -369 Closed
TFS
943
Thoroughbred Financial Services
Tennessee
– – -354 Closed
AI
944
Axiom Investors
Connecticut
– – -265 Closed
SFFS
945
Stonehage Fleming Financial Services
Jersey
– – -165 Closed
AP
946
Arlington Partners
Alabama
– – -143 Closed
SAI
947
Systematic Alpha Investments
New Jersey
– – -135 Closed
GWS
948
Glassman Wealth Services
Virginia
– – -135 Closed
TCWA
949
Turtle Creek Wealth Advisors
Texas
– – -100 Closed
OP
950
ORG Partners
Indiana
– – -55 Closed
36 37
38
39 40