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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 %
Credit Agricole
201
Credit Agricole
France
$10.7M +$606K +1,257 +6%
CF
202
Corebridge Financial
Texas
$10.7M +$10.7M +22,123 New
WC
203
Westwind Capital
New Mexico
$10.6M -$1.23B -21,681 -99%
Focus Partners Wealth
204
Focus Partners Wealth
Massachusetts
$10.6M +$8.03M +16,663 +311%
BVDMP
205
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$10.5M – – –
Fayez Sarofim & Co
206
Fayez Sarofim & Co
Texas
$10.5M +$1.06M +2,191 +11%
Handelsbanken Fonder
207
Handelsbanken Fonder
Sweden
$10.4M +$1.31M +2,722 +14%
BMSSC
208
B. Metzler seel. Sohn & Co
Germany
$10.3M +$534K +1,108 +5%
X
209
Xponance
Pennsylvania
$10.3M +$2.36M +4,890 +30%
CB
210
Commerce Bank
Missouri
$10.2M +$839K +1,742 +9%
Lazard Asset Management
211
Lazard Asset Management
New York
$9.91M +$2.22M +4,613 +29%
Fidelity International
212
Fidelity International
Bermuda
$9.88M +$9.88M +20,509 New
2
213
2Xideas
Switzerland
$9.76M +$712K +1,478 +8%
VIM
214
Vinva Investment Management
Australia
$9.69M +$884K +1,816 +10%
ACIM
215
Azimuth Capital Investment Management
Michigan
$9.65M -$4.57M -9,484 -32%
BP
216
BNP Paribas
France
$9.64M +$566K +1,174 +6%
RC
217
RBF Capital
California
$9.64M – – –
MWM
218
Moran Wealth Management
Florida
$9.59M -$10.1M -20,871 -51%
MGWM
219
Marks Group Wealth Management
Minnesota
$9.51M +$524K +1,087 +6%
TG
220
TCW Group
California
$9.4M -$369K -766 -4%
MJRIC
221
Mogy Joel R Investment Counsel
California
$9.39M +$1.54M +3,203 +20%
MCM
222
Marsico Capital Management
Colorado
$9.36M +$562K +1,167 +6%
Empower Advisory Group
223
Empower Advisory Group
Colorado
$9.17M -$109K -226 -1%
OMC
224
Overbrook Management Corp
New York
$9.01M +$9.01M +18,695 New
GT
225
Glenmede Trust
Pennsylvania
$8.97M +$8.26M +17,139 +1,156%
7 8
9
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