MSCI β€” MSCI INC

Ownership history in Point72 Asset Management, L.P.  Β·  29 quarters on record

This page tracks every 13F SEC filing in which Point72 Asset Management, L.P. reported a position in MSCI INC (MSCI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.08% (2022 Q2)
πŸ“Š Avg. % of fund
0.01%
πŸ“… First filed
2017 Q1
πŸ“… Last filed
2025 Q3
⏱ Quarters held
29

Position Intelligence

Point72 Asset Management, L.P. Γ— MSCI AI Analytics

πŸ“ˆ Point72 Asset Management, L.P. outperformed the S&P 500 by +17.6% annually on this MSCI position. Timing score: 48% (13/27 decisions correct). Average cost basis: $221.44. Maximum drawdown during holding period: –32.4%.

πŸ“ˆ Position Alpha vs SPY
+17.6%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 17.6% per year on this position.
28 quarters analyzed

⏱️ Timing Score
48%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
13 of 27 add/trim decisions correct

πŸ’° Entry Quality
$221.44
+154.4% vs current ($563.41)

Best entry: $88.21 (2017 Q1)  Β·  Worst: $590.16 (2024 Q4)

πŸ›‘οΈ Drawdown Resilience
–32.4%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
46%
buy-side decisions

13 adds Β· 15 trims. Bought during 5 of 7 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    MSCI price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 400 -5,100 -92.7% 0.00% $227K $563.41
2025 Q2 ADDED 5,500 +2,800 +103.7% 0.01% $3.2M $570.85
2025 Q2 REDUCED 2,700 -4,000 -59.7% 0.00% $1.6M $570.85
2025 Q1 REDUCED 6,700 -11,000 -62.1% 0.01% $3.8M $557.97
2025 Q1 ADDED 17,700 +13,700 +342.5% 0.02% $10.0M $557.97
2024 Q4 REDUCED 4,000 -2,400 -37.5% 0.01% $2.4M $590.16
2024 Q4 ADDED 6,400 +5,900 +1180.0% 0.01% $3.8M $590.16
2024 Q3 ADDED 500 +100 +25.0% 0.00% $291K $571.85
2024 Q3 UNCHANGED 400 β€” 0% 0.00% $233K $571.85
2024 Q2 REDUCED 400 -100 -20.0% 0.00% $193K $471.25
19 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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