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Signal dossier · Q4 2025

MSCI logoMSCI

MSCI Inc · Financials

HoldLens verdict · single −100..+100 scale
BUY
+22
on a signed +100 buy scale · WEAK BUY
2 tracked managers buying MODERATE signal.
Unified ConvictionScore · −100..+100
Smart money + insider + track record + trend + concentration + contrarian − dissent − crowding
+22
Buy component
+31
Dissent penalty
−9
Unanimity bonus
+10
Quality differential
+8
Info density
+8
Buyers / Sellers
2 / 2
ConvictionScore v5 · 9-layer breakdown
13F superinvestor moves + Form 4 insider trades + 8-K material events. The SEC Signals trilogy.
+22
Smart money (13F)
+8
Insider activity (Form 4)
+0
Track record (CAGR)
+5
Trend streak
+1
Concentration
+8
Contrarian bonus
+9
Event signal (8-K)
+0
− Dissent penalty
−9
− Crowding penalty
−0
Owners: 1·Buyers: 12·Sellers: 8·Buyer-CAGR-weighted expected return: +15.7% ±4.3%·How this is computed
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8-quarter activity

Distinct managers buying or selling MSCI each quarter — last 2 years.

1 buy moves·0 sell moves·net buying
'24 Q1
'24 Q2
'24 Q3
'24 Q4
'25 Q1
'25 Q2
'25 Q3
1
'25 Q4
Buyers (new + add)Sellers (trim + exit)

Ownership breadth · 8 quarters

Breadth flat
+1 owners over 8Q
0
1
0
1
1
1
1
1
Q1 '24
Q2 '24
Q3 '24
Q4 '24
Q1 '25
Q2 '25
Q3 '25
Q4 '25

The number of superinvestors holding this name has been stable for 8 quarters. See the most-owned names across all tracked managers →

Smart money activity

Every tracked 13F move on MSCI — grouped by quarter, ranked by manager quality.

Smart money activity
12 buys · 8 sells across tracked 13F filings
Net signal: STRONG BUY
Q4 2025(4 moves)
Portfolio manager% portfolio
Valley Forge Capital
15.30%
Baillie Gifford (Long Term Global Growth)
0.40%
Gotham Asset Management
0.10%
Polen Capital Management
3.30%
Q3 2025(3 moves)
Portfolio manager% portfolio
Baillie Gifford (Long Term Global Growth)
0.30%
Gotham Asset Management
0.20%
Polen Capital Management
2.90%
Q2 2025(2 moves)
Portfolio manager% portfolio
Baillie Gifford (Long Term Global Growth)
0.20%
Polen Capital Management
3.10%
Q1 2025(2 moves)
Portfolio manager% portfolio
Gotham Asset Management
0.40%
Polen Capital Management
3.30%
Q4 2024(3 moves)
Portfolio manager% portfolio
Valley Forge Capital
1.00%
Gotham Asset Management
0.10%
Polen Capital Management
3.30%
Q3 2024(3 moves)
Portfolio manager% portfolio
Gotham Asset Management
0.10%
Polen Capital Management
3.40%
Maverick Capital
0.00%
Q2 2024(3 moves)
Portfolio manager% portfolio
Gotham Asset Management
0.00%
Maverick Capital
0.80%
Polen Capital Management
2.00%

Insider activity

What the company's own executives and directors are doing — buys are highly bullish.

Latest news

Recent headlines for MSCI — context for the moves above.

Each bar is one manager’s position size in MSCI as a % of their portfolio. Longer bar = bigger conviction bet. T1 badge marks the highest-quality track records.

Index monopoly — fee compounder.

AI thesis

An AI-synthesised investment thesis for MSCI, based on the 13F data above. Generated on demand — not stored or pre-computed.

AI thesis
Claude Haiku synthesis of BUY positioning from 1 institutional filers
Powered by Claude Haiku

Generate a 2-paragraph investment thesis synthesising 1 institutional holdings and the +22 conviction score.

Related smart-money signals

Derived from the same 13F filings
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The HoldLens signal dossier shows the unified −100..+100 ConvictionScore alongside live prices, multi-quarter trend detection, insider activity, and real-time news. Not investment advice. Methodology.