MSCI INC (MSCI) Institutional Ownership Changes & 13F Activity

MSCI INC (MSCI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Polen Capital Management, Fundsmith, Meritage Group, Himalaya Capital Management, and Jensen Investment Management.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q4 2019Polen Capital ManagementBuy42,1342,112,980$545,529
Q3 2019Polen Capital ManagementBuy2,070,8462,070,846$450,927
Q3 2019Renaissance Technologies LLCBuy42,9211,041,688$226,828
Q3 2019FundsmithBuy5,300200,070$43,565
Q3 2019ARK InvestSell-452145$32
Q2 2019Renaissance Technologies LLCBuy52,400998,767$238,496
Q2 2019FundsmithBuy5,850194,770$46,509
Q2 2019ARK InvestSell-186597$143
Q1 2019FundsmithBuy44,673188,920$37,565
Q1 2019Renaissance Technologies LLCBuy37,579946,367$188,176
Q4 2018Renaissance Technologies LLCBuy231,667908,788$133,983
Q4 2018FundsmithBuy144,247144,247$21,266
Q3 2018Renaissance Technologies LLCBuy16,421677,121$120,128
Q2 2018ARK InvestSell-115783$130
Q1 2018Renaissance Technologies LLCSell-87,415660,700$98,755
Q1 2018ARK InvestBuy421898$134
Q4 2017Renaissance Technologies LLCBuy313,894748,115$94,666
Q4 2017ARK InvestBuy477477$60
Q3 2017Renaissance Technologies LLCBuy284,600434,221$50,760
Q2 2017Renaissance Technologies LLCSell-97,200149,621$15,409
Q1 2017Renaissance Technologies LLCBuy215,000246,821$23,989
Q4 2016Renaissance Technologies LLCSell-54,00031,821$2,507
Q3 2016Renaissance Technologies LLCSell-80,60085,821$7,204
Q2 2016ValueAct HoldingsSell-2,760,0001,300,900$100,325
Q2 2016Renaissance Technologies LLCBuy3,321166,421$12,834
Q1 2016ValueAct HoldingsSell-2,266,4114,060,900$300,831
Q4 2015ValueAct HoldingsSell-2,982,0006,327,311$456,389
Q4 2015Renaissance Technologies LLCSell-237,321163,100$11,764
Q3 2015Renaissance Technologies LLCBuy285,621400,421$23,809
Q3 2015ValueAct HoldingsBuy3519,309,311$553,532

Frequently asked questions about MSCI activity

  • Which institutional owners are buying MSCI?

    Institutional owners buying MSCI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in MSCI activity?

    "Buy" means an investor increased their reported position in MSCI compared to the prior reporting period. This reflects growing exposure to MSCI INC (MSCI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in MSCI increasing?

    Institutional interest in MSCI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

Related MSCI Institutional Insights