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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
LPL Financial
176
LPL Financial
California
$14.4M -$15.3M -30,808 -51%
Asset Management One
177
Asset Management One
Japan
$14.3M -$3.43M -6,916 -19%
PAI
178
Pittenger & Anderson Inc
Nebraska
$14.3M +$1.49K +3 +0%
CM
179
Castleark Management
Illinois
$14.2M +$189K +380 +1%
Truist Financial
180
Truist Financial
North Carolina
$14.1M +$1.9M +3,824 +15%
Zurich Cantonal Bank
181
Zurich Cantonal Bank
Switzerland
$14.1M +$1.75M +3,535 +14%
State of New Jersey Common Pension Fund D
182
State of New Jersey Common Pension Fund D
New Jersey
$14.1M -$8.16M -16,436 -36%
Assenagon Asset Management
183
Assenagon Asset Management
Luxembourg
$14M -$35.5M -71,497 -71%
DB
184
Danske Bank
Denmark
$13.9M -$9.66M -19,464 -40%
Royal London Asset Management
185
Royal London Asset Management
United Kingdom
$13.8M
Bank of Nova Scotia
186
Bank of Nova Scotia
Ontario, Canada
$13.6M +$372K +749 +3%
Parnassus Investments
187
Parnassus Investments
California
$13.6M +$14M +28,172 New
Rafferty Asset Management
188
Rafferty Asset Management
New York
$13.4M -$272K -549 -2%
State of Tennessee, Department of Treasury
189
State of Tennessee, Department of Treasury
Tennessee
$13.3M -$448K -902 -3%
OAM
190
Oppenheimer Asset Management
New York
$13.1M +$11.4M +22,897 +527%
HIP
191
HUB Investment Partners
Texas
$13M -$1.01M -2,034 -7%
RAM
192
Resona Asset Management
Japan
$12.7M -$727K -1,466 -5%
Stifel Financial
193
Stifel Financial
Missouri
$12.6M +$3.62M +7,286 +39%
Nisa Investment Advisors
194
Nisa Investment Advisors
Missouri
$12.6M +$67.5K +136 +0.5%
HFS
195
Hantz Financial Services
Michigan
$12.1M +$12.4M +24,910 +23,280%
WPI
196
Walter Public Investments
Canada
$11.7M +$2.97M +5,989 +33%
Comerica Bank
197
Comerica Bank
Texas
$11.6M -$77.4K -156 -0.6%
MIM
198
MetLife Investment Management
New Jersey
$11.2M +$1.53M +3,090 +15%
ASRS
199
Arizona State Retirement System
Arizona
$11.1M +$134K +271 +1%
JFG
200
Jefferies Financial Group
New York
$11M +$8.9M +17,933 +359%