Morningstar
MORN
319 hedge funds and large institutions have $5.07B invested in Morningstar in 2022 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 115 increasing their positions, 107 reducing their positions, and 29 closing their positions.
45% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 29
2% more funds holding
Funds holding: 313 → 319 (+6)
7% more repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 107
2% more capital invested
Capital invested by funds: $4.97B → $5.07B (+$101M)
0.53% more ownership
Funds ownership: 55.34% → 55.87% (+0.53%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
64% less call options, than puts
Call options by funds: $715K | Put options by funds: $1.97M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$243M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$49.8M |
| 3 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$30.1M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$26.3M |
| 5 |
SI
Scout Investments
Kansas City,
Missouri
|
+$14.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$30.4M |
| 2 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$23.7M |
| 3 |
Select Equity Group
New York
|
-$13.5M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$11.4M |
| 5 |
RP
Regal Partners
Sydney, NSW,
Australia
|
-$10.4M |
MORN Hedge Fund Activity: Q4 2022 in Review
319 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Morningstar (MORN) for Q4 2022, worth a combined $5.07B — up 2% from $4.97B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new MORN positions and 29 closed out — a net gain of 13 holders — while 115 added to existing stakes and 107 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $243M. The largest seller was Fidelity Investments, cutting an estimated $30.4M.
- 319 institutional investors held Morningstar (MORN) as of Q4 2022, up from 313 in Q3 2022.
- Funds reported $5.07B of Morningstar stock for Q4 2022, up 2% quarter-over-quarter.
- 42 funds opened new Morningstar positions in Q4 2022 and 29 closed out, a net change of +13 holders.
- The largest Morningstar buyer in Q4 2022 was Morgan Stanley, an estimated $243M added.
- The largest Morningstar seller in Q4 2022 was Fidelity Investments, an estimated $30.4M sold.
Based on aggregated 13F filings for Q4 2022.