MSCI Stock Ownership Activity

MSCI INC 13F holders

6 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 2 guru(s), the number of MSCI shares has been increased by 2, 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 2 gurus: David M. Polen - Polen Capital Management (added shares +35.01%) and Eric H. Schoenstein - Jensen Investment Management (added shares +11.65%).

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

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: $582.44 9.26% 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: $582.44 38.91% 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: $582.44 30.44% 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: $582.44 63.25% 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: $582.44 74.48% 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: $582.44 101.56% AVG reported price*: $288.96
2019 Q4 (1 result)
David M. Polen
+2.03%
+30,547
+0.04%
1.56%
Current price: $582.44 125.59% 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: $582.44 167.48% AVG reported price*: $217.75
2019 Q2 (1 result)
Terry Smith
+3.10%
+5,850
+0.01%
0.24%
Current price: $582.44 143.91% Reported price*: $238.79
2019 Q1 (1 result)
Terry Smith
+30.97%
+23,006
+0.05%
0.11%
Current price: $582.44 192.92% Reported price*: $198.84
2018 Q4 (1 result)
Terry Smith
buy
+144,247
+0.14%
0.14%
Current price: $582.44 295.07% Reported price*: $147.43
2016 Q3 (1 result)
Jeffrey Ubben
-100.00%
-1,300,900
-0.87%
0.00%
Current price: $582.44 655.24% Reported price*: $77.12
2016 Q2 (1 result)
Jeffrey Ubben
-67.97%
-2,760,000
-1.93%
0.00%
Current price: $582.44 655.24% Reported price*: $77.12
2016 Q1 (1 result)
Jeffrey Ubben
-35.82%
-2,266,411
-1.68%
3.00%
Current price: $582.44 686.23% Reported price*: $74.08
2015 Q4 (1 result)
Jeffrey Ubben
-32.03%
-2,982,000
-1.49%
3.16%
Current price: $582.44 707.49% 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: $582.44 879.55% AVG reported price*: $59.46
2015 Q2 (1 result)
C.T. Fitzpatrick
-78.77%
-1,073,519
-0.69%
0.00%
Current price: $582.44 846.27% Reported price*: $61.55
2015 Q1 (1 result)
C.T. Fitzpatrick
-7.99%
-96,156
-0.08%
0.68%
Current price: $582.44 849.99% Reported price*: $61.31
2014 Q4 (1 result)
C.T. Fitzpatrick
+25.17%
+329,119
+0.18%
0.88%
Current price: $582.44 1,127.74% 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: $582.44 1,154.59% 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: $582.44 1,170.30% 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: $582.44 1,253.87% 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: $582.44 1,232.20% 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: $582.44 1,346.71% 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: $582.44 1,650.61% AVG reported price*: $33.27
44 of 93

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.