Morningstar
MORN
336 hedge funds and large institutions have $6.39B invested in Morningstar in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 129 increasing their positions, 108 reducing their positions, and 42 closing their positions.
19% more repeat investments, than reductions
Existing positions increased: 129 | Existing positions reduced: 108
0.96% more ownership
Funds ownership: 53.74% → 54.7% (+0.96%)
5% less first-time investments, than exits
New positions opened: 40 | Existing positions closed: 42
1% less funds holding
Funds holding: 341 → 336 (-5)
19% less capital invested
Capital invested by funds: $7.92B → $6.39B (-$1.53B)
50% less funds holding in top 10
Funds holding in top 10: 8 → 4 (-4)
82% less call options, than puts
Call options by funds: $8.71M | Put options by funds: $47.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$343M |
| 2 |
JP Morgan Chase
New York
|
+$44.4M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$36.7M |
| 4 |
MGIM
M&G Investment Management
London,
United Kingdom
|
+$25.6M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$16.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Select Equity Group
New York
|
-$201M |
| 2 |
Millennium Management
New York
|
-$35.3M |
| 3 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$34.2M |
| 4 |
LP
LMR Partners
London,
United Kingdom
|
-$24.4M |
| 5 |
NRCM
Northern Right Capital Management
Darien,
Connecticut
|
-$18.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
376
Simplex Trading
Chicago,
Illinois
| – | -$11.3K | -40 | Closed |
|
|
MAM
377
Meeder Asset Management
Dublin,
Ohio
| – | +$283 | +1 | New |
|
|
CIAS
378
CFS Investment Advisory Services
Totowa,
New Jersey
| – | +$9.88M | +34,966 | New |
|
MORN Hedge Fund Activity: Q1 2022 in Review
336 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Morningstar (MORN) for Q1 2022, worth a combined $6.39B — down 19% from $7.92B a quarter earlier.
Sellers outnumbered buyers: 42 funds closed out of MORN and 40 opened new positions — a net loss of 2 holders — while 108 trimmed existing stakes and 129 added.
The largest buyer was Bank of America, adding an estimated $343M. The largest seller was Select Equity Group, cutting an estimated $201M.
- 336 institutional investors held Morningstar (MORN) as of Q1 2022, down from 341 in Q4 2021.
- Funds reported $6.39B of Morningstar stock for Q1 2022, down 19% quarter-over-quarter.
- 40 funds opened new Morningstar positions in Q1 2022 and 42 closed out, a net change of -2 holders.
- The largest Morningstar buyer in Q1 2022 was Bank of America, an estimated $343M added.
- The largest Morningstar seller in Q1 2022 was Select Equity Group, an estimated $201M sold.
Based on aggregated 13F filings for Q1 2022.