MSCI icon

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 %
CBUSF
151
Construction & Building Unions Superannuation Fund
Australia
$19.5M +$6.79M +14,093 +53%
Pictet Asset Management
152
Pictet Asset Management
Switzerland
$19.3M -$5.2M -10,796 -21%
IMCOOI
153
Investment Management Corp of Ontario (IMCO)
Canada
$18.9M +$18.3M +38,000 +2,881%
WAM
154
Wilson Asset Management
Australia
$18.7M +$18.7M +38,909 New
Toronto Dominion Bank
155
Toronto Dominion Bank
Ontario, Canada
$18.6M -$2.85M -5,926 -13%
SOMRS
156
State of Michigan Retirement System
Michigan
$18.6M -$42.2M -87,500 -69%
Ohio Public Employees Retirement System (OPERS)
157
Ohio Public Employees Retirement System (OPERS)
Ohio
$18.2M +$917K +1,903 +5%
DSAM
158
Dock Street Asset Management
Florida
$18M -$1.45M -3,013 -7%
CII
159
Capital International Inc
California
$17.5M +$144K +298 +0.8%
Vontobel Holding
160
Vontobel Holding
Switzerland
$17.2M +$1.14M +2,366 +7%
LWCFA
161
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$17.2M -$29.5K -58 -0.2%
Man Group
162
Man Group
United Kingdom
$17.1M -$114M -237,632 -87%
Treasurer of the State of North Carolina
163
Treasurer of the State of North Carolina
North Carolina
$16.6M +$31.3K +65 +0.2%
TD Asset Management
164
TD Asset Management
Ontario, Canada
$16.3M +$174K +362 +1%
EAM
165
Eventide Asset Management
Massachusetts
$16M -$22.1M -45,934 -58%
CPIM
166
Coalescence Partners Investment Management
New York
$15.9M +$15.9M +33,014 New
CCM
167
Copeland Capital Management
Pennsylvania
$15.5M +$570K +1,184 +4%
TC
168
TownSquare Capital
Utah
$15.2M +$14.7M +30,574 +2,876%
LCAM
169
London & Capital Asset Management
United Kingdom
$14.7M +$877K +1,821 +6%
BFM
170
Boston Financial Management
Massachusetts
$14.7M +$308K +640 +2%
MAM
171
Montanaro Asset Management
United Kingdom
$14.7M +$48.2K +100 +0.3%
TYCC
172
Texas Yale Capital Corp
Florida
$14.4M +$744K +1,545 +5%
BCI
173
Brinker Capital Investments
Pennsylvania
$14.4M -$233K -483 -2%
OPS
174
Orion Portfolio Solutions
Nebraska
$14.4M -$233K -483 -2%
LPL Financial
175
LPL Financial
California
$14.4M -$14.8M -30,808 -51%
5 6
7
8 9