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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 %
SGAM
951
Smith Group Asset Management
Texas
– -$2.9M -5,170 Closed
GI
952
GAMCO Investors
Connecticut
– -$2.59M -4,618 Closed
RL
953
Retireful LLC
Michigan
– -$2.25M -4,019 Closed
SPS
954
Susquehanna Portfolio Strategies
Pennsylvania
– -$1.86M -3,320 Closed
MLICM
955
Metropolitan Life Insurance Company (MetLife)
New York
– -$1.79M -3,191 Closed
GFS
956
GYL Financial Synergies
Connecticut
– -$1.76M -3,132 Closed
LOAMS
957
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$1.68M -2,993 Closed
Point72 Asset Management
958
Point72 Asset Management
Connecticut
– -$1.59M -2,845 Closed
TL
959
Tradewinds LLC
North Carolina
– -$1.54M -2,731 Closed
AIC
960
Anthracite Investment Company
Texas
– -$1.51M -2,700 Closed
CGIM
961
Capital Group Investment Management
Singapore
– -$1.43M -2,553 Closed
VF
962
Virtu Financial
New York
– -$1.41M -2,507 Closed
SH
963
SeaTown Holdings
Singapore
– -$1.34M -2,396 Closed
CP
964
Cumberland Partners
Ontario, Canada
– -$1.26M -2,250 Closed
GLAM
965
Gardner Lewis Asset Management
Pennsylvania
– -$1.2M -2,150 Closed
GLA
966
Great Lakes Advisors
Illinois
– -$1.16M -2,065 Closed
LTAS
967
Linden Thomas Advisory Services
North Carolina
– -$1.06M -1,897 Closed
WWS
968
Wellington Wealth Strategies
Indiana
– -$1.04M -1,861 Closed
WC
969
Waterloo Capital
Texas
– -$854K -1,525 Closed
BAMF
970
BI Asset Management Fondsmaeglerselskab
Denmark
– -$835K -1,489 Closed
QI
971
Qtron Investments
Massachusetts
– -$799K -1,425 Closed
GF
972
Gries Financial
Ohio
– -$761K -1,358 Closed
SCM
973
Stevens Capital Management
Pennsylvania
– -$742K -1,324 Closed
DTL
974
Dynamic Technology Lab
Singapore
– -$687K -1,226 Closed
SEC
975
Seven Eight Capital
New York
– -$650K -1,159 Closed
37 38
39
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