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Point72 Hong Kong’s Morningstar MORN Stock Holding History

Point72 Hong Kong’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$1.96M Buy
8,451
+6,251
+284% +$1.67M 0.09% 160
2025
Q2 		$691K Sell
2,200
-13,343
-86% -$3.95M 0.04% 226
2025
Q1 		$4.66M Buy
15,543
+14,896
+2,302% +$4.69M 0.3% 81
2024
Q4 		$218K Buy
647
+466
+257% +$159K 0.01% 281
2024
Q3 		$57.9K Buy
+181
New +$56.2K ﹤0.01% 365
2024
Q2 		– Sell
-1,952
Closed -$602K – 627
2024
Q1 		$602K Sell
1,952
-6,959
-78% -$2M 0.03% 326
2023
Q4 		$2.55M Buy
+8,911
New +$2.32M 0.15% 175
2022
Q2 		– Sell
-173
Closed -$47K – 2238
2022
Q1 		$47K Sell
173
-432
-71% -$122K ﹤0.01% 1351
2021
Q4 		$207K Buy
+605
New +$187K 0.01% 1006
2021
Q2 		– Sell
-341
Closed -$77K – 2202
2021
Q1 		$77K Sell
341
-16
-4% -$3.75K ﹤0.01% 1208
2020
Q4 		$83K Sell
357
-952
-73% -$189K ﹤0.01% 1106
2020
Q3 		$210K Buy
+1,309
New +$207K 0.02% 438
2020
Q2 		– Sell
-319
Closed -$37K – 1323
2020
Q1 		$37K Sell
319
-457
-59% -$66.2K 0.02% 415
2019
Q4 		$117K Sell
776
-62
-7% -$9.52K 0.03% 470
2019
Q3 		$122K Buy
838
+421
+101% +$64.8K 0.04% 416
2019
Q2 		$60K Buy
+417
New +$57.6K 0.02% 604
2019
Q1 		– Sell
-39
Closed -$4K – 1187
2018
Q4 		$4K Sell
39
-30
-43% -$3.52K ﹤0.01% 657
2018
Q3 		$9K Buy
+69
New +$9.3K ﹤0.01% 671

Other funds holding MORN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Point72 Hong Kong's MORN Position: Q3 2025 in Review

Point72 Hong Kong increased its Morningstar (MORN) stake by 284% in Q3 2025, buying an estimated $1.67M and bringing the position to 8,451 shares worth $1.96M. The position accounts for 0.09% of the portfolio, ranked #160.

Point72 Hong Kong first reported a position in MORN in Q3 2018 and has held it in 18 quarters since. The position peaked at $4.66M in Q1 2025. 450 funds tracked by Wall St. Rank hold MORN as of Q3 2025.

  • Point72 Hong Kong held 8,451 shares of Morningstar worth $1.96M as of Q3 2025.
  • Point72 Hong Kong bought 6,251 Morningstar shares in Q3 2025, an estimated $1.67M.
  • Morningstar made up 0.09% of Point72 Hong Kong's portfolio in Q3 2025, its #160 holding.
  • Point72 Hong Kong first reported a position in Morningstar in Q3 2018 and has held it in 18 quarters since.
  • Point72 Hong Kong's Morningstar position peaked at $4.66M in Q1 2025.
  • 450 funds tracked by Wall St. Rank held Morningstar as of Q3 2025.

Based on Point72 Hong Kong's 13F filing for Q3 2025, filed 14 Nov 2025.