MSCI INC (MSCI) — Hedge Fund Ownership Q1 2026
MSCI
- MSCI INC (MSCI) is held by 6 of 82 tracked hedge funds, with Polen Capital Management (3%) and Markel Group (1%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- The biggest decreases in MSCI holdings came from Polen Capital Management (-30%) and Fundsmith (-61%), suggesting profit-taking or de-risking.
- 1 hedge fund exited MSCI.
- Overall, hedge funds decreased exposure to MSCI INC (MSCI) by -33% vs the prior quarter and -49% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Polen Capital Management
|
3.47% | 930K | -30.17% | -50.24% | $501.0M | $539.01 | — |
| 2 |
Markel Group Tom Gayner
|
0.64% | 143K | — | — | $77.0M | $539.01 | — |
| 3 |
Himalaya Capital Management Li Lu
|
0.32% | 19K | NEW | — | $10.2M | $539.01 | — |
| 4 |
Fundsmith
|
0.27% | 65K | -61.12% | -61.12% | $34.9M | $539.01 | — |
| 5 |
Jensen Investment Management
|
0.08% | 8K | -21.32% | -16.13% | $4.2M | $539.01 | — |
| 6 |
Yacktman Asset Management Donald Yacktman
|
0.08% | 11K | — | +53.31% | $5.9M | $539.01 | — |
| — |
Valley Forge Capital Management
|
— | — | EXITED | — | — | — | — |
| 6 | Total | — | 1.2M | -32.88% | -48.71% | $633.2M | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.