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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
CGPCS
101
Capital Group Private Client Services
California
$47.4M -$2.78M -5,605 -5%
Aberdeen Group
102
Aberdeen Group
United Kingdom
$44.8M -$9.82M -19,796 -18%
NIG
103
NFJ Investment Group
Texas
$44.1M -$773K -1,557 -2%
Federated Hermes
104
Federated Hermes
Pennsylvania
$42.7M -$16.3M -32,881 -27%
Prudential Financial
105
Prudential Financial
New Jersey
$41.3M -$56.1M -113,031 -57%
FCM
106
Frontier Capital Management
Massachusetts
$39.9M -$1.94M -3,905 -5%
New York State Teachers Retirement System (NYSTRS)
107
New York State Teachers Retirement System (NYSTRS)
New York
$38.4M -$1.67M -3,374 -4%
Citigroup
108
Citigroup
New York
$37.6M +$14.4M +28,935 +59%
Corient Private Wealth
109
Corient Private Wealth
Florida
$36.7M +$5.34M +10,771 +16%
State Board of Administration of Florida Retirement System
110
State Board of Administration of Florida Retirement System
Florida
$36.3M -$6.35M -12,788 -15%
NP
111
NS Partners
United Kingdom
$35.3M -$114K -229 -0.3%
New York State Common Retirement Fund
112
New York State Common Retirement Fund
New York
$34.9M +$450K +906 +1%
QCMNJ
113
Quantum Capital Management (New Jersey)
New Jersey
$34.9M +$19.4M +39,111 +117%
BFS
114
Baskin Financial Services
Ontario, Canada
$34.8M +$35.9M +72,290 New
Select Equity Group
115
Select Equity Group
New York
$34.2M +$35.2M +70,919 New
Skandinaviska Enskilda Banken (SEB)
116
Skandinaviska Enskilda Banken (SEB)
Sweden
$33.7M +$2.53M +5,101 +8%
CIBC Private Wealth Group
117
CIBC Private Wealth Group
Georgia
$33.6M +$2.91M +5,862 +9%
Mitsubishi UFJ Trust & Banking
118
Mitsubishi UFJ Trust & Banking
Japan
$33M +$115K +232 +0.3%
Squarepoint
119
Squarepoint
New York
$32.9M +$2.28M +4,592 +7%
KCM
120
Kornitzer Capital Management
Kansas
$32.5M +$1.78M +3,587 +6%
SO
121
STRS Ohio
Ohio
$31.9M -$3.23M -6,500 -9%
Adage Capital Partners
122
Adage Capital Partners
Massachusetts
$31.8M -$2.53M -5,100 -7%
Axa
123
Axa
France
$30.6M -$37.3M -75,193 -54%
CIBC Asset Management
124
CIBC Asset Management
Ontario, Canada
$30.4M -$1.05M -2,124 -3%
Tudor Investment Corp
125
Tudor Investment Corp
Connecticut
$30.3M -$3.12M -6,288 -9%