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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 %
SWS
1026
SYSTM Wealth Solutions
Illinois
– -$190K -339 Closed
HFM
1027
Harvest Fund Management
China
– -$144K -258 Closed
PAM
1028
Palisade Asset Management
Minnesota
– -$112K -200 Closed
PAS
1029
Point72 Asia (Singapore)
Singapore
– -$55.4K -99 Closed
ANBT
1030
American National Bank & Trust
Texas
– -$39.2K -70 Closed
MCM
1031
MidAtlantic Capital Management
Virginia
– -$28K -50 Closed
FDCP
1032
Foster Dykema Cabot & Partners
Massachusetts
– -$15.1K -27 Closed
HDIM
1033
Hanson & Doremus Investment Management
Vermont
– -$11K -20 Closed
FGAM
1034
Financial Gravity Asset Management
Texas
– -$9.23K -16 Closed
TIM
1035
Tortoise Investment Management
New York
– -$7.85K -14 Closed
First Manhattan
1036
First Manhattan
New York
– -$6.73K -12 Closed
AS
1037
Altshuler Shaham
Israel
– -$3.92K -7 Closed
CWM
1038
Cedar Wealth Management
California
– -$2.24K -4 Closed
HWM
1039
HighMark Wealth Management
Minnesota
– -$1.68K -3 Closed
GA
1040
GoalVest Advisory
New York
– -$1.12K -2 Closed
AIC
1041
Archer Investment Corporation
Indiana
– -$1.12K -2 Closed
TFM
1042
TFC Financial Management
Massachusetts
– -$1.12K -2 Closed
CTA
1043
Colonial Trust Advisors
South Carolina
– -$560 -1 Closed
FPB
1044
First PREMIER Bank
South Dakota
– -$1K -1 Closed
GI
1045
Gradient Investments
Minnesota
– -$560 -1 Closed
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