MSCI Inc (MSCI)

FINANCE: CORPORATE FINANCE
SIC: SERVICES-BUSINESS SERVICES, NEC

7 WORLD TRADE CENTER NEW YORK, NY 10007

MSCI, Inc. provides investment decision support tools to investment institutions worldwide. It produces indices, and risk and return portfolio analytics for use in managing investment portfolios. Its products include equity indices, equity portfolio analytics, and multi-asset class portfolio analytics. The company also has product offerings in the areas of fixed income portfolio analytics, hedge fund indices and risk models, and energy and commodity asset valuation analytics. MSCI's products are used in various areas of the investment process, including portfolio construction and optimization, performance benchmarking and attribution, risk management and analysis, index-linked investment product creation, asset allocation, investment manager selection, and investment research. The company markets its international equity indices under the MSCI brand and its equity portfolio analytics under the Barra brand. Its clients include asset owners, such as pension funds, endowments, foundations, central banks and insurance companies; institutional and retail asset managers, including managers of pension assets, mutual funds, exchange traded funds, hedge funds, and private wealth; and financial intermediaries, such as broker-dealers, exchanges, custodians, and investment consultants. The company is headquartered in New York, New York. MSCI, Inc. is a subsidiary of Morgan Stanley & Co.

Data as of 2020-08-09
Market Cap30.308 Billion Shares Outstanding83.637 Million Avg 30-day Volume501.01 Thousand
P/E Ratio59.1 Dividend Yield0.861 EPS6.13
Price/Sales18.625 Price cash flow ratio38.3 Price free cash flow ratio97.5
Book Value-3.72 Price to Tangible Book-14.31 Alpha0.02
Short Interest Ratio2.16 % Short Interest to Float1.3 R-squared0.363115
BETA0.888808 52-week High/Low398.49 / 210.34 Stddev0.062024
View SEC Filings from MSCI instead.
Q1 2020 All Institutions Hedge Funds 1
Filers who had this stock in their top 10: 19 7 (0.46%)
13F Filers holding this stock: 587 115 (7.53%)
Aggregate 13F shares on 03/31/2020: 76.407 Million 27.83 Million
Aggregate 13F shares on 12/31/2019: 77.306 Million 27.33 Million
Percent change: -1.16% 1.83%
Funds creating new positions: 86 23
Funds Adding to an existing position: 200 34
Funds closing out their position: 79 31
Funds reducing their position: 245 48
Heat Map Ranking for 03/31/2020 33
Heat Map Ranking for 12/31/2019 248
1 hedge funds as identified by whalewisdom.com through public filings.

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Funds Holding MSCI (via 13F filings)

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*Shares are split adjusted
*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

Mutual Funds Holding MSCI BETA

Active Schedule 13D and 13G filings

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Open Market Buys/Sells Last 60 Days

Open Market Buys (P)

none

Open Market Sells (S)

8.5 Thousand total shares from 11 transactions

Exercise Derivative Conversion (M)

none

Current/Former Insiders

Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

PETTIT CD BAER PRESIDENT & COO

  • Officer
278,645 2020-08-04 9

FERNANDEZ HENRY A

  • Director
0 2020-07-30 1

CRUM SCOTT A CHIEF HUMAN RESOURCES OFFICER

  • Officer
29,279 2020-07-30 3

OBSTLER DAVID M CHIEF FINANCIAL OFFICER

  • Officer
284,585 2020-07-29 0

MORGAN STANLEY

  • 10% Owner
0 2020-06-19 0

KINNEY CATHERINE R

  • Director
50,921 2020-06-16 5

LANE WENDY E

  • Director
7,720 2020-06-10 0

PEROLD JACQUES P

  • Director
0 2020-06-01 1

DUPONT BENJAMIN F

  • Director
17,649 2020-05-29 6

SIDWELL DAVID H

  • Director
11,581 2020-05-20 0

HUBER LINDA CFO AND TREASURER

  • Officer
5,415 2020-05-06 2

RIEFLER LINDA H

  • Director
18,545 2020-05-01 1

ASHE ROBERT G.

  • Director
15,589 2020-05-01 1

EDMUNDS WAYNE

  • Director
8,095 2020-05-01 1

SMITH MARCUS L.

  • Director
2,867 2020-05-01 1

RATTRAY SANDY C.

  • Director
569 2020-05-01 3

VOLENT PAULA

  • Director
775 2020-05-01 3

WINTERS KATHLEEN A CORP. VP

  • Officer
5,570 2020-04-15 0

HANDY ALICE

  • Director
35,569 2020-03-06 3

QUTUB ROBERT EVP, CHIEF FINANCIAL OFFICER

  • Officer
46,654 2020-03-01 0

GUTOWSKI ROBERT J. GENERAL COUNSEL

  • Officer
12,904 2020-02-13 4

MAK JENNIFER H GLOBAL CONTROLLER

  • Officer
8,607 2020-02-07 2

SIGULER GEORGE W

  • Director
29,554 2019-12-31 1

SEYER LAURENT CHIEF OPERATING OFFICER

  • Officer
94,115 2019-12-16 3

NEBORAK MICHAEL K SEE REMARKS

  • Officer
0 2019-07-29 0

WIECHMANN ANDREW C. INTERIM CFO AND TREASURER

  • Officer
14,127 2019-03-05 0

VALUEACT HOLDINGS, L.P.

VALUEACT CAPITAL MASTER FUND, L.P.

VA PARTNERS I, LLC

VALUEACT CAPITAL MANAGEMENT, L.P.

VALUEACT CAPITAL MANAGEMENT, LLC

VALUEACT HOLDINGS GP, LLC

  • Director
  • SEE REMARKSSEE REMARKSSEE REMARKSSEE REMARKSSEE REMARKSSEE REMARKS
27,295,160 2018-12-06 0

THAKKAR JIGAR CHIEF TECHNOLOGY OFFICER

  • Officer
19,223 2018-07-16 0

NAPOLITANO RICHARD J PRINCIPAL ACCOUNTING OFFICER

  • Officer
6,963 2018-05-07 0

ZANGARI PETER J. GLOBAL HEAD OF RESEARCH

  • Officer
70,788 2018-02-10 0

TIDD DIANA H. HEAD OF INDEX

  • Officer
23,370 2018-02-10 0

BRIAND REMY HEAD OF ESG

  • Officer
48,112 2018-02-10 0

MINA JORGE HEAD OF ANALYTICS

  • Officer
9,921 2018-02-10 0

VALLEE RODOLPHE M

  • Director
26,556 2017-05-01 0

TIERNEY PATRICK

  • Director
14,637 2017-05-01 0

HALE DAVID ROBERT

VALUEACT HOLDINGS, L.P.

VALUEACT CAPITAL MASTER FUND, L.P.

VA PARTNERS I, LLC

VALUEACT CAPITAL MANAGEMENT, L.P.

VALUEACT CAPITAL MANAGEMENT, LLC

VALUEACT HOLDINGS GP, LLC

  • Director
  • SEE REMARKSSEE REMARKSSEE REMARKSSEE REMARKSSEE REMARKSSEE REMARKSSEE REMARKS
4,064,969 2016-04-28 0

BHANSALI ROVEEN MANAGING DIRECTOR

  • Officer
46,215 2015-02-06 0

CORRADO CHRISTOPHER F CHIEF INFORMATION OFFICER

  • Officer
39,327 2015-01-28 0

RETELNY GARY HEAD OF GOVERNANCE BUSINESS

  • Officer
No longer subject to file 2014-04-30 0

BRIERWOOD DAVID C CHIEF OPERATING OFFICER

  • Officer
840,511 2014-02-10 0

LIN YOUSU

  • Director
105,330 2011-11-07 0

SIPPRELLE SCOTT M

  • Director
123,045 2011-05-05 0

CAPITAL GROUP COMPANIES CHARITABLE FOUNDATION

  • 10% Owner
No longer subject to file 2008-04-28 0

CAPITAL GROUP INTERNATIONAL INC

  • 10% Owner
No longer subject to file 2008-04-25 0

Insider Transactions Last 60 Days

Reporting Owners Transaction Date Transaction Code Shares Share Price Acquired or Disposed Shares Owned Following Transaction Combined shares owned after filing Direct/Indirect Ownership 10b-5

PETTIT CD BAER - Officer PRESIDENT & COO

2020-08-04 S 805 $367.73 d 279,078 278,645.00 direct

PETTIT CD BAER - Officer PRESIDENT & COO

2020-08-04 S 33 $371.96 d 278,645 278,645.00 direct

PETTIT CD BAER - Officer PRESIDENT & COO

2020-08-04 S 600 $366.57 d 279,883 278,645.00 direct

PETTIT CD BAER - Officer PRESIDENT & COO

2020-08-04 S 400 $370.08 d 278,678 278,645.00 direct

PETTIT CD BAER - Officer PRESIDENT & COO

2020-08-04 S 662 $365.57 d 280,483 278,645.00 direct

CRUM SCOTT A - Officer CHIEF HUMAN RESOURCES OFFICER

2020-07-30 S 3,500 $376.69 d 29,279 29,279.00 direct

PETTIT CD BAER - Officer PRESIDENT & COO

2020-07-06 S 600 $345.84 d 283,045 281,145.00 direct

PETTIT CD BAER - Officer PRESIDENT & COO

2020-07-06 S 609 $348.29 d 281,447 281,145.00 direct

PETTIT CD BAER - Officer PRESIDENT & COO

2020-07-06 S 2 $351.14 d 281,145 281,145.00 direct

PETTIT CD BAER - Officer PRESIDENT & COO

2020-07-06 S 989 $347.38 d 282,056 281,145.00 direct

PETTIT CD BAER - Officer PRESIDENT & COO

2020-07-06 S 300 $349.30 d 281,147 281,145.00 direct
Transaction Code Definitions
Code Definition
A Grant, award or other acquisition pursuant to Rule 16b-3(d)
C Conversion of derivative security
D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
E Expiration of short derivative position
F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
G Bona fide gift
H Expiration (or cancellation) of long derivative position with value received
I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
J Other acquisition or disposition
L Small acquisition under Rule 16a-6
M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
O Exercise of out-of-the-money derivative security
P Open market or private purchase of non-derivative or derivative security
S Open market or private sale of non-derivative or derivative security
U Disposition pursuant to a tender of shares in a change of control transaction
W Acquisition or disposition by will or the laws of descent and distribution
X Exercise of in-the-money or at-the-money derivative security
Z Deposit into or withdrawal from voting trust

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