MSCI Stock Ownership Activity

MSCI INC 13F holders

3 value investing gurus have made changes to the MSCI INC (MSCI) position according to the gurus' latest SEC quarterly report(s). MSCI has been completely sold out by 1 guru(s), the number of MSCI shares has been decreased by 2 super investor(s).

Which gurus or hedge funds are buying MSCI now?

According to the latest SEC filing(s) MSCI INC (MSCI) has not been purchased by any super investor.

To see more about who is investing in MSCI INC (MSCI), please go to the MSCI ownership page.

2022 Q1 (3 results)
Henry Ellenbogen
+26.31%
+251,686
+1.11%
5.33%
Terry Smith
+0.01%
+29
+0.00%
0.36%
David M. Polen
-39.52%
-467,246
-0.55%
0.00%
Current price: $559.19 11.20% AVG reported price*: $502.88
2021 Q4 (3 results)
Henry Ellenbogen
+7.49%
+42,324
+0.32%
2.91%
David M. Polen
+2.35%
+26,031
+0.03%
1.17%
Terry Smith
+0.21%
+234
+0.00%
0.16%
Current price: $559.19 8.73% AVG reported price*: $612.69
2021 Q3 (2 results)
David M. Polen
+0.80%
+10,921
+0.01%
1.54%
Terry Smith
+0.36%
+758
+0.00%
0.35%
Current price: $559.19 8.08% AVG reported price*: $608.34
2021 Q2 (3 results)
Henry Ellenbogen
+14.32%
+111,444
+0.44%
3.50%
Terry Smith
+0.55%
+1,097
+0.00%
0.30%
David M. Polen
+0.38%
+3,533
+0.01%
0.96%
Current price: $559.19 4.90% AVG reported price*: $533.08
2021 Q1 (3 results)
Henry Ellenbogen
+10.59%
+74,541
+0.26%
2.76%
Terry Smith
+0.42%
+543
+0.00%
0.17%
David M. Polen
-24.93%
-254,279
-0.43%
0.72%
Current price: $559.19 33.37% AVG reported price*: $419.28
2020 Q4 (3 results)
Henry Ellenbogen
+11.15%
+54,749
+0.28%
2.17%
David M. Polen
+0.97%
+17,466
+0.02%
1.89%
Terry Smith
+0.12%
+247
+0.00%
0.31%
Current price: $559.19 25.23% AVG reported price*: $446.53
2020 Q3 (2 results)
Henry Ellenbogen
-6.45%
-23,800
-0.17%
1.35%
David M. Polen
-24.55%
-587,140
-0.56%
1.72%
Current price: $559.19 56.73% AVG reported price*: $356.78
2020 Q2 (3 results)
Henry Ellenbogen
+70.92%
+280,909
+1.17%
2.81%
David M. Polen
+10.38%
+133,778
+0.23%
1.44%
Terry Smith
+1.52%
+3,114
+0.00%
0.30%
Current price: $559.19 67.51% AVG reported price*: $333.82
2020 Q1 (3 results)
Henry Ellenbogen
buy
+201,997
+2.33%
1.19%
David M. Polen
+2.52%
+53,342
+0.07%
2.72%
Terry Smith
+2.15%
+4,306
+0.01%
0.33%
Current price: $559.19 93.52% AVG reported price*: $288.96
2019 Q4 (1 result)
David M. Polen
+2.03%
+30,547
+0.04%
1.56%
Current price: $559.19 116.59% Reported price*: $258.18
2019 Q3 (2 results)
David M. Polen
buy
+2,070,846
+2.08%
2.08%
Terry Smith
+2.72%
+5,300
+0.01%
0.22%
Current price: $559.19 156.80% AVG reported price*: $217.75
2019 Q2 (1 result)
Terry Smith
+3.10%
+5,850
+0.01%
0.24%
Current price: $559.19 134.18% Reported price*: $238.79
2019 Q1 (1 result)
Terry Smith
+30.97%
+23,006
+0.05%
0.11%
Current price: $559.19 181.22% Reported price*: $198.84
2018 Q4 (1 result)
Terry Smith
buy
+144,247
+0.14%
0.14%
Current price: $559.19 279.30% Reported price*: $147.43
2016 Q3 (1 result)
Jeffrey Ubben
-100.00%
-1,300,900
-0.87%
0.00%
Current price: $559.19 625.09% Reported price*: $77.12
2016 Q2 (1 result)
Jeffrey Ubben
-67.97%
-2,760,000
-1.93%
0.00%
Current price: $559.19 625.09% Reported price*: $77.12
2016 Q1 (1 result)
Jeffrey Ubben
-35.82%
-2,266,411
-1.68%
3.00%
Current price: $559.19 654.85% Reported price*: $74.08
2015 Q4 (1 result)
Jeffrey Ubben
-32.03%
-2,982,000
-1.49%
3.16%
Current price: $559.19 675.25% Reported price*: $72.13
2015 Q3 (2 results)
Jeffrey Ubben
+0.00%
+228
+0.00%
2.09%
C.T. Fitzpatrick
-100.00%
-289,316
-0.19%
0.00%
Current price: $559.19 840.45% AVG reported price*: $59.46
2015 Q2 (1 result)
C.T. Fitzpatrick
-78.77%
-1,073,519
-0.69%
0.00%
Current price: $559.19 808.50% Reported price*: $61.55
2015 Q1 (1 result)
C.T. Fitzpatrick
-7.99%
-96,156
-0.08%
0.68%
Current price: $559.19 812.06% Reported price*: $61.31
2014 Q4 (1 result)
C.T. Fitzpatrick
+25.17%
+329,119
+0.18%
0.88%
Current price: $559.19 1,078.73% Reported price*: $47.44
2014 Q3 (2 results)
C.T. Fitzpatrick
+208.74%
+884,079
+0.58%
0.85%
Jeffrey Ubben
-0.35%
-32,328
-0.01%
2.93%
Current price: $559.19 1,104.51% AVG reported price*: $46.42
2014 Q2 (2 results)
Jeffrey Ubben
+14.85%
+1,208,171
+0.41%
3.17%
C.T. Fitzpatrick
-46.88%
-373,724
-0.25%
0.29%
Current price: $559.19 1,119.59% AVG reported price*: $45.85
2014 Q1 (2 results)
C.T. Fitzpatrick
+31.06%
+138,861
+0.14%
0.45%
Jeffrey Ubben
+9.11%
+679,000
+0.22%
2.64%
Current price: $559.19 1,199.83% AVG reported price*: $43.02
2013 Q4 (2 results)
C.T. Fitzpatrick
+25.63%
+124,110
+0.12%
0.57%
Jeffrey Ubben
+0.81%
+60,100
+0.02%
2.70%
Current price: $559.19 1,179.02% AVG reported price*: $43.72
2013 Q3 (2 results)
C.T. Fitzpatrick
+28.72%
+85,342
+0.14%
0.48%
Jeffrey Ubben
+19.25%
+841,343
+0.43%
1.89%
Current price: $559.19 1,288.96% AVG reported price*: $40.26
50 of 100

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.