MSCI Inc (MSCI)

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

7 WORLD TRADE CENTER NEW YORK, NY 10007

MSCI is a leading provider of critical decision support tools and services for the global investment community. With over 50 years of expertise in research, data and technology, MSCI powers better investment decisions by enabling clients to understand and analyze key drivers of risk and return and confidently build more effective portfolios. MSCI creates industry-leading research-enhanced solutions that clients use to gain insight into and improve transparency across the investment process.

Data as of 2021-06-19 11:46:26 -0400
Market Cap41.45 Billion Shares Outstanding82.423 Million Avg 30-day Volume334.962 Thousand
P/E Ratio63.71918 Dividend Yield0.619 EPS7.74
Price/Sales23.59 Debt to Equity-9.48 EBITDA1.019 Billion
Price to Book Value-86.07 Forward PE Enterprise Value43.569 Billion
Total Cash1.747 Billion Current Debt1.425 Billion Gross Profit1.454 Billion
BETA1.01532 52-week High/Low506.4 / 321.04 Next Earnings Date2021-07-27 Price to Cash FLow (P/CF) 194.9757
Data provided by IEX Cloud
View SEC Filings from MSCI instead.
Q1 2021 All 13F Filers Prior Change Hedge Funds 1 Prior Change
In top 10: 9 16 -43.75% 3 (0.18%) 1 (0.06%) 200.0%
Funds Holding: 692 738 -6.23% 145 (8.56%) 154 (8.94%) -5.84%
13F shares: 71.772 Million 74.567 Million -3.75% 14.51 Million 15.662 Million -7.35%
% Ownership 86.7323 89.9541 -3.58% 17.535 18.8942 -7.19%
New Positions: 60 130 -53.85% 14 26 -46.15%
Increased Positions 272 285 -4.56% 60 58 3.45%
Closed Positions 85 56 51.79% 20 28 -28.57%
Reduced Positions 277 250 10.8% 55 56 -1.79%
Total Calls 139.554 Thousand 323.872 Thousand -56.91% 56.7 Thousand 230.4 Thousand -75.39%
Total Puts 287.552 Thousand 250.196 Thousand 14.93% 150.5 Thousand 113.765 Thousand 32.29%
PUT/CALL Ratio 2.06 0.77 167.53% 2.65 0.49 440.82%
1 hedge funds and active managers as identified by whalewisdom.com through public filings.

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Funds Holding MSCI (via 13F filings)

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*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)

5 Thousand total shares from 7 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
255,020 2021-06-04 12

TANEJA RAJAT

  • Director
0 2021-06-01 2

KINNEY CATHERINE R

  • Director
26,724 2021-05-28 5

RIEFLER LINDA H

  • Director
18,884 2021-05-01 1

ASHE ROBERT G.

  • Director
16,267 2021-05-01 1

EDMUNDS WAYNE

  • Director
8,434 2021-05-01 1

PEROLD JACQUES P

  • Director
4,227 2021-05-01 1

SMITH MARCUS L.

  • Director
3,206 2021-05-01 1

RATTRAY SANDY C.

  • Director
908 2021-05-01 1

VOLENT PAULA

  • Director
1,319 2021-05-01 1

MAK JENNIFER H GLOBAL CONTROLLER

  • Officer
8,288 2021-03-01 3

DUPONT BENJAMIN F

  • Director
17,681 2021-02-26 3

CRUM SCOTT A CHIEF HUMAN RESOURCES OFFICER

  • Officer
28,482 2021-02-06 4

WIECHMANN ANDREW C. CHIEF FINANCIAL OFFICER

  • Officer
16,828 2021-02-05 3

GUTOWSKI ROBERT J. GENERAL COUNSEL

  • Officer
15,344 2021-02-05 2

HUBER LINDA CFO AND TREASURER

  • Officer
5,415 2020-05-06 0

HANDY ALICE

  • Director
35,569 2020-03-06 0

SIGULER GEORGE W

  • Director
29,554 2019-12-31 0

SEYER LAURENT CHIEF OPERATING OFFICER

  • Officer
94,115 2019-12-16 0

FERNANDEZ HENRY A CHAIRMAN AND CEO

  • Officer
  • Director
2,014,674 2019-11-22 0

WINTERS KATHLEEN A CHIEF FINANCIAL OFFICER

  • Officer
78,557 2019-02-13 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

LANE WENDY E

  • Director
6,882 2018-05-01 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

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
0 2016-09-22 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

QUTUB ROBERT CHIEF FINANCIAL OFFICER

  • Officer
60,009 2016-02-08 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

OBSTLER DAVID M CHIEF FINANCIAL OFFICER

  • Officer
33,695 2012-04-10 0

SIPPRELLE SCOTT M

  • Director
123,045 2011-05-05 0

LIN YOUSU

  • Director
54,041 2010-04-01 0

NEBORAK MICHAEL K CHIEF FINANCIAL OFFICER

  • Officer
200,006 2010-01-08 0

MORGAN STANLEY

  • 10% Owner
No longer subject to file 2009-05-22 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

SIDWELL DAVID H

  • Director
11,909 2008-04-09 0

Insider Transactions Last 60 Days

Reporting Owners Filing Date Trans Date Trans Code Shares Share Price Acquired
Disposed
Shares Owned after D/I 10b5 Perf 1d* Perf 5d* Perf 1m* Max Gain Max Gain Days Max Loss Max Loss Days

PETTIT CD BAER - Officer PRESIDENT & COO

2021-06-08 16:00:45 -0400 2021-06-04 S 675 $465.00 d 255,020 direct 2.2819 6.4551 6.4551 6 0.0 1

PETTIT CD BAER - Officer PRESIDENT & COO

2021-06-08 16:00:45 -0400 2021-06-04 S 1,500 $463.64 d 255,695 direct 2.2819 6.4551 6.4551 6 0.0 1

PETTIT CD BAER - Officer PRESIDENT & COO

2021-06-08 16:00:45 -0400 2021-06-04 S 325 $462.47 d 257,195 direct 2.2819 6.4551 6.4551 6 0.0 1

TANEJA RAJAT - Director

2021-06-02 16:21:45 -0400 2021-06-01 A 178 a 500 direct 0.9481 3.1343 3.1343 6 0.0 1

TANEJA RAJAT - Director

2021-06-02 16:21:45 -0400 2021-06-01 A 322 a 322 direct 0.9481 3.1343 3.1343 6 0.0 1

KINNEY CATHERINE R - Director

2021-06-02 16:01:47 -0400 2021-05-28 A 34 a 21,400 direct 0.9481 3.1343 3.1343 6 0.0 1

PETTIT CD BAER - Officer PRESIDENT & COO

2021-05-06 16:00:44 -0400 2021-05-04 S 400 $486.21 d 257,520 direct -1.1238 -3.7456 0.0 1 -4.4268 4

PETTIT CD BAER - Officer PRESIDENT & COO

2021-05-06 16:00:44 -0400 2021-05-04 S 640 $482.49 d 259,380 direct -1.1238 -3.7456 0.0 1 -4.4268 4

PETTIT CD BAER - Officer PRESIDENT & COO

2021-05-06 16:00:44 -0400 2021-05-04 S 560 $485.06 d 257,920 direct -1.1238 -3.7456 0.0 1 -4.4268 4

PETTIT CD BAER - Officer PRESIDENT & COO

2021-05-06 16:00:44 -0400 2021-05-04 S 900 $483.75 d 258,480 direct -1.1238 -3.7456 0.0 1 -4.4268 4

RATTRAY SANDY C. - Director

2021-05-04 16:07:12 -0400 2021-05-01 A 339 a 908 direct -0.4747 -3.7643 5.9006 5.9006 31 -6.2387 11

ASHE ROBERT G. - Director

2021-05-04 16:04:50 -0400 2021-05-01 A 442 a 16,031 direct -0.4747 -3.7643 5.9006 5.9006 31 -6.2387 11

KINNEY CATHERINE R - Director

2021-05-04 16:06:09 -0400 2021-05-01 A 339 a 21,181 direct -0.4747 -3.7643 5.9006 5.9006 31 -6.2387 11

VOLENT PAULA - Director

2021-05-04 16:09:18 -0400 2021-05-01 A 339 a 1,114 direct -0.4747 -3.7643 5.9006 5.9006 31 -6.2387 11

SMITH MARCUS L. - Director

2021-05-04 16:12:05 -0400 2021-05-01 A 339 a 3,206 direct -0.4747 -3.7643 5.9006 5.9006 31 -6.2387 11

EDMUNDS WAYNE - Director

2021-05-04 16:05:24 -0400 2021-05-01 A 339 a 8,434 direct -0.4747 -3.7643 5.9006 5.9006 31 -6.2387 11

PEROLD JACQUES P - Director

2021-05-04 16:22:25 -0400 2021-05-01 A 339 a 4,227 direct -0.4747 -3.7643 5.9006 5.9006 31 -6.2387 11

RIEFLER LINDA H - Director

2021-05-04 16:07:44 -0400 2021-05-01 A 339 a 18,884 direct -0.4747 -3.7643 5.9006 5.9006 31 -6.2387 11

ASHE ROBERT G. - Director

2021-05-04 16:04:50 -0400 2021-05-01 A 236 a 16,267 direct -0.4747 -3.7643 5.9006 5.9006 31 -6.2387 11

KINNEY CATHERINE R - Director

2021-05-04 16:06:09 -0400 2021-05-01 A 185 a 21,366 direct -0.4747 -3.7643 5.9006 5.9006 31 -6.2387 11

VOLENT PAULA - Director

2021-05-04 16:09:18 -0400 2021-05-01 A 205 a 1,319 direct -0.4747 -3.7643 5.9006 5.9006 31 -6.2387 11

* -

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

IBR Securities Loan Availability

Updated throughout the day, this shows the number of shares available to borrow. Data provided by Interactive Brokers

Security Date/Time Rebate Rate Fee Rate Shares Available
MSCI INC MSCI 2021-06-18 22:15:03 UTC -0.17 0.25 2300000
MSCI INC MSCI 2021-06-18 21:45:03 UTC -0.17 0.25 2300000
MSCI INC MSCI 2021-06-18 21:15:03 UTC -0.17 0.25 2300000
MSCI INC MSCI 2021-06-18 20:45:03 UTC -0.17 0.25 2300000
MSCI INC MSCI 2021-06-18 20:15:04 UTC -0.17 0.25 2300000
MSCI INC MSCI 2021-06-18 19:45:03 UTC -0.17 0.25 2300000
MSCI INC MSCI 2021-06-18 19:15:03 UTC -0.17 0.25 2300000
MSCI INC MSCI 2021-06-18 18:45:03 UTC -0.17 0.25 2300000
MSCI INC MSCI 2021-06-18 18:15:02 UTC -0.17 0.25 2300000
MSCI INC MSCI 2021-06-18 17:45:03 UTC -0.21 0.25 2300000
MSCI INC MSCI 2021-06-18 17:15:03 UTC -0.21 0.25 2300000
MSCI INC MSCI 2021-06-18 16:45:03 UTC -0.21 0.25 2300000
MSCI INC MSCI 2021-06-18 16:15:03 UTC -0.21 0.25 2300000
MSCI INC MSCI 2021-06-18 15:45:03 UTC -0.21 0.25 2300000
MSCI INC MSCI 2021-06-18 15:15:03 UTC -0.21 0.25 2300000
MSCI INC MSCI 2021-06-18 14:45:03 UTC -0.21 0.25 2300000
MSCI INC MSCI 2021-06-18 14:15:03 UTC -0.21 0.25 2300000
MSCI INC MSCI 2021-06-18 13:45:03 UTC -0.21 0.25 2300000
MSCI INC MSCI 2021-06-18 13:15:03 UTC -0.21 0.25 2300000
MSCI INC MSCI 2021-06-18 12:45:03 UTC -0.21 0.25 2300000

Current Active Short Positions

Holder Issuer Net Short Position Position Date Origin
AGF Investments Trust- AGFIQ U.S. Market Neutral Value Fund MSCI -8.0 shares, $-2854.24 2020-09-30 N-PORT
FundVantage Trust- Gotham Absolute 500 Core Fund MSCI -20.0 shares, $-5779.2 2020-03-31 N-PORT
JPMorgan Trust I- JPMorgan Research Market Neutral Fund MSCI -869.0 shares, $-343515.7 2021-01-31 N-PORT
Principal Funds, Inc- Global Multi-Strategy Fund MSCI 987.0 shares, $-409131.24 2021-02-28 N-PORT
GMO TRUST- GMO Benchmark-Free Fund MSCI -8400.0 shares, $-3481968.0 2021-02-28 N-PORT
GMO TRUST- GMO Strategic Opportunities Allocation Fund MSCI -2100.0 shares, $-870492.0 2021-02-28 N-PORT
GMO TRUST- GMO Implementation Fund MSCI -24400.0 shares, $-10114288.0 2021-02-28 N-PORT
GMO TRUST- GMO Alternative Allocation Fund MSCI -800.0 shares, $-331616.0 2021-02-28 N-PORT
Blackstone Alternative Investment Funds- Blackstone Alternative Multi-Strategy Fund MSCI -200.0 shares, $-83856.0 2021-03-31 N-PORT
AGF Investments Trust- AGFIQ Hedged Dividend Income Fund MSCI -18.0 shares, $-7547.04 2021-03-31 N-PORT
FundVantage Trust- Gotham Hedged Core Fund MSCI -169.0 shares, $-70858.32 2021-03-31 N-PORT
FundVantage Trust- Gotham Neutral 500 Fund MSCI -38.0 shares, $-15932.64 2021-03-31 N-PORT
FundVantage Trust- Gotham Enhanced 500 Plus Fund MSCI -17.0 shares, $-7127.76 2021-03-31 N-PORT
JPMorgan Trust I- JPMorgan U.S. Large Cap Core Plus Fund MSCI -6007.0 shares, $-2518614.96 2021-03-31 N-PORT
AQR Funds- AQR Alternative Risk Premia Fund MSCI -170.0 shares, $-71277.6 2021-03-31 N-PORT

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