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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.27B +$70M +141,090 +2%
BlackRock
2
BlackRock
New York
$3.29B -$133M -268,265 -4%
State Street
3
State Street
Massachusetts
$1.53B +$33.1M +66,624 +2%
BAMCO Inc
4
BAMCO Inc
New York
$1.07B -$19.2M -38,625 -2%
Edgewood Management
5
Edgewood Management
Connecticut
$904M +$157M +316,719 +20%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$889M +$26.6M +53,661 +3%
Morgan Stanley
7
Morgan Stanley
New York
$804M +$140M +281,209 +20%
Polen Capital Management
8
Polen Capital Management
Florida
$795M +$751M +1,514,394 +1,113%
Capital International Investors
9
Capital International Investors
California
$713M -$126M -254,888 -15%
Principal Financial Group
10
Principal Financial Group
Iowa
$702M +$309M +623,712 +75%
Capital Research Global Investors
11
Capital Research Global Investors
California
$683M -$42.4M -85,386 -6%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$669M -$252M -508,622 -27%
SGA
13
Sustainable Growth Advisers
Connecticut
$646M +$8.44M +17,001 +1%
Fiera Capital (Canada)
14
Fiera Capital (Canada)
Quebec, Canada
$542M -$47.8M -96,320 -8%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$539M -$283M -569,541 -34%
Brown Advisory
16
Brown Advisory
Maryland
$518M +$12.5M +25,282 +2%
American Century Companies
17
American Century Companies
Missouri
$505M +$6.76M +13,620 +1%
Nordea Investment Management
18
Nordea Investment Management
Sweden
$474M +$364M +733,502 +306%
Norges Bank
19
Norges Bank
Norway
$469M +$8.73M +17,600 +2%
Northern Trust
20
Northern Trust
Illinois
$355M +$34.2M +68,987 +10%
Franklin Resources
21
Franklin Resources
California
$331M -$49.2M -99,118 -13%
Goldman Sachs
22
Goldman Sachs
New York
$303M +$113M +226,891 +57%
Bank of America
23
Bank of America
North Carolina
$284M -$59.6M -120,037 -17%
Impax Asset Management Group
24
Impax Asset Management Group
United Kingdom
$262M -$49.5M -99,691 -15%
Barclays
25
Barclays
United Kingdom
$262M +$60.9M +122,792 +29%