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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 %
Asset Management One
176
Asset Management One
Japan
$14.3M -$3.33M -6,916 -19%
PAI
177
Pittenger & Anderson Inc
Nebraska
$14.3M +$1.45K +3 +0%
CM
178
Castleark Management
Illinois
$14.2M +$183K +380 +1%
Truist Financial
179
Truist Financial
North Carolina
$14.1M +$1.84M +3,824 +15%
Zurich Cantonal Bank
180
Zurich Cantonal Bank
Switzerland
$14.1M +$1.7M +3,535 +14%
State of New Jersey Common Pension Fund D
181
State of New Jersey Common Pension Fund D
New Jersey
$14.1M -$7.92M -16,436 -36%
Assenagon Asset Management
182
Assenagon Asset Management
Luxembourg
$14M -$34.4M -71,497 -71%
Royal London Asset Management
183
Royal London Asset Management
United Kingdom
$13.8M – – –
Bank of Nova Scotia
184
Bank of Nova Scotia
Ontario, Canada
$13.6M +$361K +749 +3%
Parnassus Investments
185
Parnassus Investments
California
$13.6M +$13.6M +28,172 New
Rafferty Asset Management
186
Rafferty Asset Management
New York
$13.4M -$264K -549 -2%
State of Tennessee, Department of Treasury
187
State of Tennessee, Department of Treasury
Tennessee
$13.3M -$435K -902 -3%
OAM
188
Oppenheimer Asset Management
New York
$13.1M +$11M +22,897 +527%
HIP
189
HUB Investment Partners
Texas
$13M -$980K -2,034 -7%
RAM
190
Resona Asset Management
Japan
$12.7M -$707K -1,466 -5%
Stifel Financial
191
Stifel Financial
Missouri
$12.6M +$3.51M +7,286 +39%
Nisa Investment Advisors
192
Nisa Investment Advisors
Missouri
$12.6M +$65.5K +136 +0.5%
HFS
193
Hantz Financial Services
Michigan
$12.1M +$12M +24,910 +23,280%
WPI
194
Walter Public Investments
Canada
$11.7M +$2.89M +5,989 +33%
Comerica Bank
195
Comerica Bank
Texas
$11.6M -$75.2K -156 -0.6%
MIM
196
MetLife Investment Management
New Jersey
$11.2M +$1.49M +3,090 +15%
ASRS
197
Arizona State Retirement System
Arizona
$11.1M +$131K +271 +1%
JFG
198
Jefferies Financial Group
New York
$11M +$8.64M +17,933 +359%
FRAF
199
Första AP-fonden
Sweden
$11M -$674K -1,400 -6%
TAM
200
Trillium Asset Management
Massachusetts
$10.7M -$9M -18,679 -46%
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