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932 hedge funds and large institutions have $34.2B invested in MSCI in 2024 Q2 according to their latest regulatory filings, with 144 funds opening new positions, 385 increasing their positions, 300 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 385 | Existing positions reduced: 300

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

18% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 122

1% more funds holding

Funds holding: 919932 (+13)

0.89% less ownership

Funds ownership: 90.57%89.68% (-0.89%)

15% less capital invested

Capital invested by funds: $40.1B → $34.2B (-$5.88B)

61% less call options, than puts

Call options by funds: $78M | Put options by funds: $201M

Holders
932
Holders Change
+13
Holders Change %
+1.41%
% of All Funds
13.46%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.16%
New
144
Increased
385
Reduced
300
Closed
122
Calls
$78M
Puts
$201M
Net Calls
-$123M
Net Calls Change
-$136M
Name Holding Trade Value Shares
Change
Change in
Stake
GLA
976
Great Lakes Advisors
Illinois
-$1.16M -2,065 Closed
LTAS
977
Linden Thomas Advisory Services
North Carolina
-$1.06M -1,897 Closed
WWS
978
Wellington Wealth Strategies
Indiana
-$1.04M -1,861 Closed
WC
979
Waterloo Capital
Texas
-$854K -1,525 Closed
BAMF
980
BI Asset Management Fondsmaeglerselskab
Denmark
-$835K -1,489 Closed
QI
981
Qtron Investments
Massachusetts
-$799K -1,425 Closed
GF
982
Gries Financial
Ohio
-$761K -1,358 Closed
SCM
983
Stevens Capital Management
Pennsylvania
-$742K -1,324 Closed
DTL
984
Dynamic Technology Lab
Singapore
-$687K -1,226 Closed
SEC
985
Seven Eight Capital
New York
-$650K -1,159 Closed
MFG
986
Menard Financial Group
Texas
-$632K -1,128 Closed
I
987
InceptionR
California
-$569K -1,015 Closed
CWA
988
CM Wealth Advisors
Ohio
-$475K -1,008 Closed
OTPPB
989
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$543K -968 Closed
WC
990
Wexford Capital
Florida
-$510K -910 Closed
LNC
991
Lincoln National Corp
Pennsylvania
-$477K -852 Closed
BWP
992
Balboa Wealth Partners
Arizona
-$465K -830 Closed
BRWA
993
B. Riley Wealth Advisors
Florida
-$410K -799 Closed
AIM
994
Aigen Investment Management
New York
-$411K -734 Closed
VFA
995
Values First Advisors
Tennessee
-$367K -655 Closed
KA
996
Kintegral Advisory
New York
-$358K -639 Closed
IAS
997
Insigneo Advisory Services
Florida
-$337K -601 Closed
Connor, Clark & Lunn Investment Management (CC&L)
998
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$336K -600 Closed
WC
999
Weil Company
California
-$336K -600 Closed
GLR
1000
Great Lakes Retirement
Ohio
-$332K -592 Closed