MSCI Inc (MSCI)

Sector:
FINANCE
Industry:
CORPORATE FINANCE
SIC:
SERVICES-BUSINESS SERVICES, NEC
CEO:
Henry A. Fernandez
Employees:
3,112
7 WORLD TRADE CENTER, 250 GREENWICH STREET, 49TH FLOOR, NEW YORK, NY 10007
212-804-3990

MSCI, Inc. engages in providing decision support tools, including indices, portfolio risk and performance analytics and corporate governance products and services. The company operates through the following segments: Index, Analytics, ESG and Real Estate. The Index segment is used many areas of the investment process, including index-linked product creation and performance benchmarking, as well as portfolio construction and rebalancing, and asset allocation. The Analytics segment offers institutional investors an integrated view of risk and return. The ESG segment offers research and ratings that enable institutional investors to assess risks and opportunities arising from ESG issues, as well as evaluate both individual securities and investment portfolios. The Real Estate segment provides real estate performance analysis for funds, investors, managers, lenders and occupiers. MSCI was founded by Andrew Thomas Rudd in 1998 and is headquartered in New York, NY.

Data derived from most recent annual or quarterly report
Market Cap 43.428 Billion Shares Outstanding82.447 Million Avg 30-day Volume 421.518 Thousand
P/E Ratio53.634 Dividend Yield0.7227 EPS8.45
Price to Revenue19.8572 Debt to Equity-8.0275 EBITDA1.007 Billion
Price to Book Value0.0 Operating Margin53.0016 Enterprise Value36.821 Billion
Current Ratio1.618 EPS Growth0.242 Quick Ratio1.581
1 Yr BETA 1.3615 52-week High/Low 679.85 / 377.45 Profit Margin37.0236
Operating Cash Flow Growth24.4245 Altman Z-Score6.2317 Free Cash Flow to Firm 928.079 Million
View SEC Filings from MSCI instead.

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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)

3.3 Thousand total shares from 10 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
240,020 2021-12-06 12

KINNEY CATHERINE R

  • Director
26,789 2021-11-30 5

GUTOWSKI ROBERT J. GENERAL COUNSEL

  • Officer
14,544 2021-11-29 3

MAK JENNIFER H GLOBAL CONTROLLER

  • Officer
5,048 2021-08-06 5

TANEJA RAJAT

  • Director
0 2021-06-01 2

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

DUPONT BENJAMIN F

  • Director
17,681 2021-02-26 1

CRUM SCOTT A CHIEF HUMAN RESOURCES OFFICER

  • Officer
28,482 2021-02-06 2

WIECHMANN ANDREW C. CHIEF FINANCIAL OFFICER

  • Officer
16,828 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

MINA JORGE HEAD OF ANALYTICS

  • Officer
9,921 2018-02-10 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

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

2021-12-08 16:01:13 -0500 2021-12-06 S 300 $595.08 d 242,020 direct 1.3227 -4.0036 1.3227 2 -4.6569 4

PETTIT CD BAER - Officer PRESIDENT & COO

2021-12-08 16:01:13 -0500 2021-12-06 S 58 $598.78 d 241,148 direct 1.3227 -4.0036 1.3227 2 -4.6569 4

PETTIT CD BAER - Officer PRESIDENT & COO

2021-12-08 16:01:13 -0500 2021-12-06 S 100 $603.46 d 240,598 direct 1.3227 -4.0036 1.3227 2 -4.6569 4

PETTIT CD BAER - Officer PRESIDENT & COO

2021-12-08 16:01:13 -0500 2021-12-06 S 200 $593.99 d 242,320 direct 1.3227 -4.0036 1.3227 2 -4.6569 4

PETTIT CD BAER - Officer PRESIDENT & COO

2021-12-08 16:01:13 -0500 2021-12-06 S 92 $597.49 d 241,206 direct 1.3227 -4.0036 1.3227 2 -4.6569 4

PETTIT CD BAER - Officer PRESIDENT & COO

2021-12-08 16:01:13 -0500 2021-12-06 S 100 $601.46 d 240,698 direct 1.3227 -4.0036 1.3227 2 -4.6569 4

PETTIT CD BAER - Officer PRESIDENT & COO

2021-12-08 16:01:13 -0500 2021-12-06 S 722 $596.83 d 241,298 direct 1.3227 -4.0036 1.3227 2 -4.6569 4

PETTIT CD BAER - Officer PRESIDENT & COO

2021-12-08 16:01:13 -0500 2021-12-06 S 350 $600.32 d 240,798 direct 1.3227 -4.0036 1.3227 2 -4.6569 4

PETTIT CD BAER - Officer PRESIDENT & COO

2021-12-08 16:01:13 -0500 2021-12-06 S 578 $605.15 d 240,020 direct 1.3227 -4.0036 1.3227 2 -4.6569 4

KINNEY CATHERINE R - Director

2021-12-02 16:02:28 -0500 2021-11-30 A 32 a 12,211 direct 0.7789 4.0915 7.066 4 0.0 1

GUTOWSKI ROBERT J. - Officer GENERAL COUNSEL

2021-12-01 16:03:34 -0500 2021-11-29 S 800 $646.04 d 14,544 direct -4.1504 -1.5312 -16.3347 2.6224 5 -16.3347 31

* -

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 2022-01-14 22:15:03 UTC -0.18 0.25 2000000
MSCI INC MSCI 2022-01-14 21:45:03 UTC -0.18 0.25 2000000
MSCI INC MSCI 2022-01-14 21:15:03 UTC -0.18 0.25 2000000
MSCI INC MSCI 2022-01-14 20:45:03 UTC -0.18 0.25 2000000
MSCI INC MSCI 2022-01-14 20:15:03 UTC -0.18 0.25 2000000
MSCI INC MSCI 2022-01-14 19:45:03 UTC -0.18 0.25 2000000
MSCI INC MSCI 2022-01-14 19:15:04 UTC -0.18 0.25 2000000
MSCI INC MSCI 2022-01-14 18:45:04 UTC -0.18 0.25 2000000
MSCI INC MSCI 2022-01-14 18:15:03 UTC -0.18 0.25 2000000
MSCI INC MSCI 2022-01-14 17:45:03 UTC -0.18 0.25 2000000
MSCI INC MSCI 2022-01-14 17:15:03 UTC -0.18 0.25 2000000
MSCI INC MSCI 2022-01-14 16:45:04 UTC -0.18 0.25 2000000
MSCI INC MSCI 2022-01-14 16:15:03 UTC -0.18 0.25 2000000
MSCI INC MSCI 2022-01-14 15:45:03 UTC -0.18 0.25 2000000
MSCI INC MSCI 2022-01-14 15:15:03 UTC -0.18 0.25 2000000
MSCI INC MSCI 2022-01-14 14:45:03 UTC -0.18 0.25 2000000
MSCI INC MSCI 2022-01-14 14:15:03 UTC -0.18 0.25 2000000
MSCI INC MSCI 2022-01-14 13:45:02 UTC -0.18 0.25 2000000
MSCI INC MSCI 2022-01-14 13:15:03 UTC -0.18 0.25 2000000
MSCI INC MSCI 2022-01-14 12:45:03 UTC -0.18 0.25 1900000

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
FundVantage Trust- Gotham Neutral 500 Fund MSCI -38.0 shares, $-15932.64 2021-03-31 N-PORT
GMO TRUST- GMO Implementation Fund MSCI -15300.0 shares, $-9709074.0 2021-08-31 N-PORT
GMO TRUST- GMO Benchmark-Free Fund MSCI -6100.0 shares, $-3870938.0 2021-08-31 N-PORT
GMO TRUST- GMO Strategic Opportunities Allocation Fund MSCI -1000.0 shares, $-634580.0 2021-08-31 N-PORT
GMO TRUST- GMO Alternative Allocation Fund MSCI -800.0 shares, $-507664.0 2021-08-31 N-PORT
AGF Investments Trust- AGFIQ Hedged Dividend Income Fund MSCI -18.0 shares, $-10950.12 2021-09-30 N-PORT
AGF Investments Trust- AGFIQ U.S. Market Neutral Anti-Beta Fund MSCI -696.0 shares, $-423404.64 2021-09-30 N-PORT
AQR Funds- AQR Alternative Risk Premia Fund MSCI -59.0 shares, $-35892.06 2021-09-30 N-PORT
JPMorgan Trust I- JPMorgan U.S. Large Cap Core Plus Fund MSCI -12117.0 shares, $-7371255.78 2021-09-30 N-PORT
Collaborative Investment Series Trust- Greenwich Ivy Long-Short Fund MSCI -770.0 shares, $-468421.8 2021-09-30 N-PORT
FundVantage Trust- Gotham Enhanced 500 Plus Fund MSCI -18.0 shares, $-10950.12 2021-09-30 N-PORT
FundVantage Trust- Gotham Hedged Core Fund MSCI -10.0 shares, $-6083.4 2021-09-30 N-PORT
SEI INSTITUTIONAL MANAGED TRUST- SIMT Multi-Strategy Alternatives Fund MSCI -645.0 shares, $-392379.3 2021-09-30 N-PORT
JPMorgan Trust I- JPMorgan Research Market Neutral Fund MSCI -1833.0 shares, $-1218725.04 2021-10-31 N-PORT

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