Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Msci Inc (MSCI)

1K + Investors. Track Smart Money conviction in MSCI. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -14
Streak
1Q ▼
Buyers last Q
46%

Smart Money Signals — MSCI

Based on 1058 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their MSCI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
1,058 hedge funds hold MSCI right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding MSCI is almost the same as a year ago (+1 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 46% buying

495 buying577 selling
Last quarter: 577 funds reduced or exited vs 495 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-36 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 124 → 97 → 170 → 134. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 21% medium ■ 18% new
651 out of 1,058 hedge funds have held MSCI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

124 → 124 → 97 → 170 → 134 new funds/Q
New funds entering each quarter: 124 → 97 → 170 → 134. A growing number of institutions are discovering MSCI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 65% veterans vs 22% newcomers

■ 65% veterans ■ 13% 1-2yr ■ 22% new
Entry-cohort mix of 1,082 holders: 699 (65%) are 2+ year veterans, 146 entered 1–2 years ago, and 237 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds
65 of 1053 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — MSCI

In 2026 Q1, 495 hedge funds were net buyers of MSCI (134 opened a new position, 361 added to an existing one), while 577 reduced or exited (429 trimmed, 148 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. 39% of total institutional value in MSCI is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -14 funds (more exits than new entries). Total institutional holders: 1058.

Hedge Fund Ownership: MSCI

How many hedge funds hold MSCI — quarterly history vs. share price
Quarterly hedge fund ownership of MSCI vs. share price

Market Analysis: MSCI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MSCI

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Msci Inc (MSCI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much MSCI has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 81d ago
MSCI
nan%
XLF
+8.5%

MSCI outperformed XLF by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
MSCI
nan%
XLF
+4.8%

Since the filing became public, MSCI outperformed XLF by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

65 top-rated funds 11 high-conviction
Consensus
7.9
/ 10
breadth
×
Elite
3.9
/ 10
conviction
Hedge Fund Positioning: MSCI
1K + Investors

Track Smart Money conviction in MSCI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 1048 1072 -2.24%
13F Shares 65M 67M -3.41%
Total Value $33.20B $38.00B -12.64%
New Positions 130 170 -40
Increased Positions 355 322 +33
Closed Positions 154 119 +35
Reduced Positions 417 438 -21
Total Calls 14 14 -
Total Puts 14 10 40.0%
PUT/CALL Ratio 1.0 0.71 Neutral

Statistics: MSCI

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

1K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MSCI. Verified SEC 13F-HR filings.

QUARTER:
Top 25 MSCI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Meritage Group LP 8.26% 406,084 $218.9M
2 GFI Investment Counsel Ltd. 8.03% 109,010 $58.8M
3 Gobi Capital LLC 7.69% 256,611 $138.3M
4 GCQ FUNDS MANAGEMENT PTY Ltd 7.62% 106,458 $57.4M
5 Quantum Capital Management, LLC / NJ 7.55% 109,480 $59.0M
6 Triveni Capital Investments LP 6.42% 12,015 $6.5M
7 Consulta Ltd 5.37% 200,000 $107.8M
8 Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust 5.27% 65,703 $35.4M
9 Ycg, LLC 5.21% 106,886 $57.6M
10 Edgewood Management LLC 4.88% 1,401,992 $755.7M
11 Longview Partners (Guernsey) LTD 4.48% 587,264 $316.5M
12 Wilson Asset Management (international) Pty Ltd 4.48% 29,432 $15.9M
13 Bamco Inc /Ny/ 4.39% 2,699,389 $1.45B
14 Cander Asset Management LP 4.31% 44,552 $24.0M
15 Bristol Gate Capital Partners Inc. 4.17% 120,209 $64.8M
16 PineStone Asset Management Inc. 3.70% 976,774 $526.5M
17 Petrus Trust Company, LTA 3.63% 61,646 $33.2M
18 Cat Rock Capital Management LP 3.52% 41,993 $22.6M
19 Polen Capital Management LLC 3.47% 929,509 $501.0M
20 PICTET BANK & TRUST Ltd 3.42% 4,825 $2.6M
21 Wormser Freres Gestion 3.15% 7,908 $4.4M
22 Tsai Capital Corp 2.93% 7,298 $3.9M
23 EULAV Asset Management 2.74% 158,984 $85.7M
24 Bowie Capital Management, LLC 2.70% 135,845 $73.2M
25 Montanaro Asset Management Ltd 2.52% 15,650 $8.4M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Msci Inc (MSCI)

What does the Smart Money Trend signal show for MSCI?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their MSCI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for MSCI?

More sellers than buyers — 46% buying: Last quarter: 577 funds reduced or exited vs 495 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for MSCI holders?

Strong quality — 39% AUM from major funds: 65 of 1053 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held MSCI?

62% of holders stayed for 2+ years: 651 out of 1,058 hedge funds have held MSCI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Msci Inc (MSCI) following the 2026 Q1 hedge fund 13F filings?

As of today, MSCI has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), MSCI has gained nan% vs +8.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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