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MSCI
MSCI

Overview Fund Activity

924 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, 297 reducing their positions, and 119 closing their positions.

Holders
924
Holders Change
+14
Holders Change %
+1.54%
% of All Funds
13.44%
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
297
Closed
119
Calls
$78M
Puts
$201M
Net Calls
-$123M
Net Calls Change
-$136M

Top Buyers

1
Polen Capital Management
1
Polen Capital Management
Florida
$795M
2
Nordea Investment Management
2
Nordea Investment Management
Sweden
$474M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$702M
4
Edgewood Management
4
Edgewood Management
Connecticut
$904M
5
Morgan Stanley
5
Morgan Stanley
New York
$804M

Top Sellers

1
WC
1
Westwind Capital
New Mexico
$10.6M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$102M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$539M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$669M
5
Winslow Capital Management
5
Winslow Capital Management
Minnesota
$396K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.27B 8,860,471 +141,090 +2%
BlackRock
2
BlackRock
New York
$3.29B 6,826,964 -268,265 -4%
State Street
3
State Street
Massachusetts
$1.53B 3,181,013 +66,624 +2%
BAMCO Inc
4
BAMCO Inc
New York
$1.07B 2,215,410 -38,625 -2%
Edgewood Management
5
Edgewood Management
Connecticut
$904M 1,877,425 +316,719 +20%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$889M 1,848,671 +53,661 +3%
Morgan Stanley
7
Morgan Stanley
New York
$804M 1,668,228 +281,209 +20%
Polen Capital Management
8
Polen Capital Management
Florida
$795M 1,650,450 +1,514,394 +1,113%
Capital International Investors
9
Capital International Investors
California
$713M 1,479,631 -254,888 -15%
Principal Financial Group
10
Principal Financial Group
Iowa
$702M 1,456,194 +623,712 +75%
Capital Research Global Investors
11
Capital Research Global Investors
California
$683M 1,418,385 -85,386 -6%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$669M 1,389,057 -508,622 -27%
SGA
13
Sustainable Growth Advisers
Connecticut
$646M 1,340,059 +17,001 +1%
Fiera Capital (Canada)
14
Fiera Capital (Canada)
Quebec, Canada
$542M 1,124,781 -96,320 -8%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$539M 1,118,154 -569,541 -34%
Brown Advisory
16
Brown Advisory
Maryland
$518M 1,075,586 +25,282 +2%
American Century Companies
17
American Century Companies
Missouri
$505M 1,047,960 +13,620 +1%
Nordea Investment Management
18
Nordea Investment Management
Sweden
$474M 973,435 +733,502 +306%
Norges Bank
19
Norges Bank
Norway
$469M 972,714 +17,600 +2%
Northern Trust
20
Northern Trust
Illinois
$355M 737,785 +68,987 +10%
Franklin Resources
21
Franklin Resources
California
$331M 688,074 -99,118 -13%
Goldman Sachs
22
Goldman Sachs
New York
$303M 628,194 +226,891 +57%
Bank of America
23
Bank of America
North Carolina
$284M 588,989 -120,037 -17%
Impax Asset Management Group
24
Impax Asset Management Group
United Kingdom
$262M 545,875 -99,691 -15%
Barclays
25
Barclays
United Kingdom
$262M 544,394 +122,792 +29%
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