Morningstar
MORN
392 hedge funds and large institutions have $7.63B invested in Morningstar in 2024 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 140 increasing their positions, 142 reducing their positions, and 34 closing their positions.
32% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 34
2% more funds holding
Funds holding: 385 → 392 (+7)
0.17% more ownership
Funds ownership: 60.17% → 60.33% (+0.17%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less repeat investments, than reductions
Existing positions increased: 140 | Existing positions reduced: 142
4% less capital invested
Capital invested by funds: $7.92B → $7.63B (-$292M)
28% less call options, than puts
Call options by funds: $2.6M | Put options by funds: $3.64M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$57.5M |
| 2 |
Amundi
Paris,
France
|
+$56.8M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$46.6M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$46M |
| 5 |
BlackRock
New York
|
+$26.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$51.1M |
| 2 |
Select Equity Group
New York
|
-$47.5M |
| 3 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$28.9M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$25.5M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
-$23M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TFM
426
TFC Financial Management
Boston,
Massachusetts
| – | -$309 | -1 | Closed |
|
427
Simplex Trading
Chicago,
Illinois
| – | +$888 | +3 | New |
|
MORN Hedge Fund Activity: Q2 2024 in Review
392 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Morningstar (MORN) for Q2 2024, worth a combined $7.63B — down 3.7% from $7.92B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new MORN positions and 34 closed out — a net gain of 11 holders — while 140 added to existing stakes and 142 trimmed.
The largest buyer was Millennium Management, adding an estimated $57.5M. The largest seller was Bank of America, cutting an estimated $51.1M.
- 392 institutional investors held Morningstar (MORN) as of Q2 2024, up from 385 in Q1 2024.
- Funds reported $7.63B of Morningstar stock for Q2 2024, down 3.7% quarter-over-quarter.
- 45 funds opened new Morningstar positions in Q2 2024 and 34 closed out, a net change of +11 holders.
- The largest Morningstar buyer in Q2 2024 was Millennium Management, an estimated $57.5M added.
- The largest Morningstar seller in Q2 2024 was Bank of America, an estimated $51.1M sold.
Based on aggregated 13F filings for Q2 2024.