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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
SFS
1026
Security Financial Services
Indiana
-$214K -381 Closed
CWA
1027
Clarus Wealth Advisors
Arizona
-$202K -379 Closed
MG
1028
Meritage Group
California
-$212K -379 Closed
PWPS
1029
Pinnacle Wealth Planning Services
Ohio
-$212K -378 Closed
TIAA Trust, National Association
1030
TIAA Trust, National Association
North Carolina
-$212K -378 Closed
DAS
1031
Dynamic Advisor Solutions
Arizona
-$210K -374 Closed
RB
1032
Renasant Bank
Mississippi
-$207K -370 Closed
BCM
1033
Buckhead Capital Management
Georgia
-$202K -360 Closed
OC
1034
Oppenheimer & Co
New York
-$201K -359 Closed
SC
1035
Savant Capital
Illinois
-$201K -358 Closed
SWS
1036
SYSTM Wealth Solutions
Illinois
-$190K -339 Closed
HFM
1037
Harvest Fund Management
China
-$144K -258 Closed
PAM
1038
Palisade Asset Management
Minnesota
-$112K -200 Closed
PAS
1039
Point72 Asia (Singapore)
Singapore
-$55.4K -99 Closed
ANBT
1040
American National Bank & Trust
Texas
-$39.2K -70 Closed
MCM
1041
MidAtlantic Capital Management
Virginia
-$28K -50 Closed
FDCP
1042
Foster Dykema Cabot & Partners
Massachusetts
-$15.1K -27 Closed
HDIM
1043
Hanson & Doremus Investment Management
Vermont
-$11K -20 Closed
FGAM
1044
Financial Gravity Asset Management
Texas
-$9.23K -16 Closed
TIM
1045
Tortoise Investment Management
New York
-$7.85K -14 Closed
First Manhattan
1046
First Manhattan
New York
-$6.72K -12 Closed
AS
1047
Altshuler Shaham
Israel
-$3.92K -7 Closed
CWM
1048
Cedar Wealth Management
California
-$2.24K -4 Closed
HWM
1049
HighMark Wealth Management
Minnesota
-$1.68K -3 Closed
AIC
1050
Archer Investment Corporation
Indiana
-$1.12K -2 Closed