MSCI Stock Ownership Activity

MSCI INC 13F holders

9 value investing gurus have made changes to the MSCI INC (MSCI) position according to the gurus' latest SEC quarterly report(s). MSCI has been bought (as a new position) by 3, completely sold out by 1 guru(s), the number of MSCI shares has been increased by 3, 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 been bought by 6 gurus, out of those top 5 purchases (by % change to portfolio) have been made by David M. Polen - Polen Capital Management (added shares +1113.07%), Daniel Loeb - Third Point (new buy), Stuart Mclaughlin - Triple Frond Partners (new buy), Nicolai Tangen - AKO Capital (added shares +4.74%) and Donald Yacktman - Yacktman Asset Management (new buy).

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

2020 Q4 (3 results)
Henry Ellenbogen
+11.15%
+70,645
+0.28%
2.79%
David M. Polen
+0.97%
+17,466
+0.02%
1.89%
Terry Smith
+0.12%
+247
+0.00%
0.31%
Current price: $559.85 25.38% AVG reported price*: $446.53
2020 Q3 (2 results)
Henry Ellenbogen
-6.45%
-43,670
-0.17%
2.49%
David M. Polen
-24.55%
-587,140
-0.56%
1.72%
Current price: $559.85 56.92% AVG reported price*: $356.78
2020 Q2 (3 results)
Henry Ellenbogen
+70.92%
+280,909
+1.17%
2.81%
David M. Polen
+10.38%
+224,837
+0.23%
2.41%
Terry Smith
+1.52%
+3,114
+0.00%
0.30%
Current price: $559.85 67.71% AVG reported price*: $333.82
2020 Q1 (3 results)
Henry Ellenbogen
buy
+396,073
+2.33%
2.33%
David M. Polen
+2.52%
+53,342
+0.07%
2.72%
Terry Smith
+2.15%
+4,306
+0.01%
0.33%
Current price: $559.85 93.75% AVG reported price*: $288.96
2019 Q4 (1 result)
David M. Polen
+2.03%
+42,134
+0.04%
2.15%
Current price: $559.85 116.84% 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: $559.85 157.11% AVG reported price*: $217.75
2019 Q2 (1 result)
Terry Smith
+3.10%
+5,850
+0.01%
0.24%
Current price: $559.85 134.45% Reported price*: $238.79
2019 Q1 (1 result)
Terry Smith
+30.97%
+44,673
+0.05%
0.21%
Current price: $559.85 181.56% Reported price*: $198.84
2018 Q4 (1 result)
Terry Smith
buy
+144,247
+0.14%
0.14%
Current price: $559.85 279.75% Reported price*: $147.43
2016 Q3 (1 result)
Jeffrey Ubben
-100.00%
-1,300,900
-0.87%
0.00%
Current price: $559.85 625.95% Reported price*: $77.12
2016 Q2 (1 result)
Jeffrey Ubben
-67.97%
-2,760,000
-1.93%
0.00%
Current price: $559.85 625.95% Reported price*: $77.12
2016 Q1 (1 result)
Jeffrey Ubben
-35.82%
-2,266,411
-1.68%
3.00%
Current price: $559.85 655.74% Reported price*: $74.08
2015 Q4 (1 result)
Jeffrey Ubben
-32.03%
-2,982,000
-1.49%
3.16%
Current price: $559.85 676.17% Reported price*: $72.13
2015 Q3 (2 results)
Jeffrey Ubben
+0.00%
+351
+0.00%
3.22%
C.T. Fitzpatrick
-100.00%
-319,687
-0.19%
0.00%
Current price: $559.85 841.56% AVG reported price*: $59.46
2015 Q2 (1 result)
C.T. Fitzpatrick
-78.77%
-1,186,209
-0.69%
0.00%
Current price: $559.85 809.57% Reported price*: $61.55
2015 Q1 (1 result)
C.T. Fitzpatrick
-7.99%
-130,825
-0.08%
0.92%
Current price: $559.85 813.14% Reported price*: $61.31
2014 Q4 (1 result)
C.T. Fitzpatrick
+25.17%
+329,119
+0.18%
0.88%
Current price: $559.85 1,080.12% 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: $559.85 1,105.93% 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: $559.85 1,121.03% AVG reported price*: $45.85
2014 Q1 (2 results)
C.T. Fitzpatrick
+31.06%
+188,927
+0.14%
0.61%
Jeffrey Ubben
+9.11%
+679,000
+0.22%
2.64%
Current price: $559.85 1,201.36% 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: $559.85 1,180.53% AVG reported price*: $43.72
2013 Q3 (2 results)
C.T. Fitzpatrick
+28.72%
+108,029
+0.14%
0.61%
Jeffrey Ubben
+19.25%
+1,193,395
+0.43%
2.69%
Current price: $559.85 1,290.60% AVG reported price*: $40.26
2013 Q2 (2 results)
C.T. Fitzpatrick
buy
+376,181
+0.56%
0.56%
Jeffrey Ubben
buy
+6,200,622
+2.12%
2.12%
Current price: $559.85 1,582.72% AVG reported price*: $33.27
38 of 87

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.