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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
BL
1001
Balentine LLC
Georgia
-$322K -575 Closed
FP
1002
Foundry Partners
Minnesota
-$319K -570 Closed
FFM
1003
Fullerton Fund Management
Singapore
-$308K -549 Closed
IAN
1004
Integrated Advisors Network
Texas
-$302K -540 Closed
VI
1005
Versor Investments
New York
-$282K -503 Closed
ONB
1006
Old National Bancorp
Indiana
-$271K -483 Closed
IFU
1007
iSAM Funds (UK)
United Kingdom
-$270K -481 Closed
MC
1008
Maverick Capital
Texas
-$270K -481 Closed
GI
1009
GLOBALT Investments
Georgia
-$267K -476 Closed
EH
1010
Equitable Holdings
New York
-$259K -462 Closed
PP
1011
PDS Planning
Ohio
-$256K -457 Closed
KWM
1012
Kolinsky Wealth Management
New Jersey
-$256K -456 Closed
WCM
1013
WealthBridge Capital Management
Ohio
-$254K -454 Closed
SGI
1014
Summit Global Investments
Utah
-$246K -439 Closed
SVWAG
1015
Sound View Wealth Advisors Group
Georgia
-$243K -433 Closed
MAG
1016
M3 Advisory Group
Massachusetts
-$233K -416 Closed
MA
1017
Mutual Advisors
Nebraska
-$230K -410 Closed
AL
1018
Aspiriant LLC
California
-$229K -408 Closed
MFA
1019
Mayflower Financial Advisors
Massachusetts
-$228K -406 Closed
BEC
1020
Blue Edge Capital
Virginia
-$224K -400 Closed
AWA
1021
Arkadios Wealth Advisors
Georgia
-$219K -390 Closed
BBA
1022
Braun-Bostich & Associates
Pennsylvania
-$217K -388 Closed
AFG
1023
Atomi Financial Group
New York
-$215K -384 Closed
PGCM
1024
Prescott Group Capital Management
Oklahoma
-$215K -384 Closed
ATC
1025
Argent Trust Co
Tennessee
-$215K -383 Closed