Morningstar
MORN
229 hedge funds and large institutions have $2.21B invested in Morningstar in 2018 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 77 increasing their positions, 76 reducing their positions, and 11 closing their positions.
282% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 11
30% more call options, than puts
Call options by funds: $6.47M | Put options by funds: $4.96M
16% more funds holding
Funds holding: 198 → 229 (+31)
2% more capital invested
Capital invested by funds: $2.17B → $2.21B (+$42.6M)
1% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 76
0.85% more ownership
Funds ownership: 40.41% → 41.25% (+0.85%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$61.2M |
| 2 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
+$36.8M |
| 3 |
CTA
Carillon Tower Advisers
St. Petersburg,
Florida
|
+$29.2M |
| 4 |
New York State Common Retirement Fund
Albany,
New York
|
+$28.1M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
-$77.4M |
| 2 |
EIP
Epoch Investment Partners
New York
|
-$25.9M |
| 3 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$8.71M |
| 4 |
Bank of New York Mellon
New York
|
-$8.47M |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$8.43M |
MORN Hedge Fund Activity: Q3 2018 in Review
229 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Morningstar (MORN) for Q3 2018, worth a combined $2.21B — up 2% from $2.17B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new MORN positions and 11 closed out — a net gain of 31 holders — while 77 added to existing stakes and 76 trimmed.
The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $61.2M. The largest seller was Atlanta Capital Management, cutting an estimated $77.4M.
- 229 institutional investors held Morningstar (MORN) as of Q3 2018, up from 198 in Q2 2018.
- Funds reported $2.21B of Morningstar stock for Q3 2018, up 2% quarter-over-quarter.
- 42 funds opened new Morningstar positions in Q3 2018 and 11 closed out, a net change of +31 holders.
- The largest Morningstar buyer in Q3 2018 was Kayne Anderson Rudnick Investment Management, an estimated $61.2M added.
- The largest Morningstar seller in Q3 2018 was Atlanta Capital Management, an estimated $77.4M sold.
Based on aggregated 13F filings for Q3 2018.