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Morningstar
MORN

133 hedge funds and large institutions have $1.57B invested in Morningstar in 2013 Q2 according to their latest regulatory filings, with 133 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

57% less call options, than puts

Call options by funds: $1.34M | Put options by funds: $3.1M

Holders
133
Holders Change
+133
Holders Change %
–
% of All Funds
4.34%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.07%
New
133
Increased
–
Reduced
–
Closed
–
Calls
$1.34M
Puts
$3.1M
Net Calls
-$1.75M
Net Calls Change
-$1.75M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
26
Bedlam Asset Management
United Kingdom
$8.77M +$11.3M +162,880 New
Bank of New York Mellon
27
Bank of New York Mellon
New York
$8.12M +$7.25M +104,683 New
Geode Capital Management
28
Geode Capital Management
Massachusetts
$8.11M +$7.25M +104,591 New
EAM
29
Eagle Asset Management
Florida
$7.31M +$6.53M +94,212 New
TCIM
30
TIAA CREF Investment Management
New York
$6.84M +$6.11M +88,134 New
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$6.51M +$5.82M +83,993 New
Ohio Public Employees Retirement System (OPERS)
32
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.42M +$4.84M +69,879 New
NTCOC
33
Northern Trust Company of Connecticut
Connecticut
$4.71M +$4.21M +60,727 New
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$4.69M +$4.19M +60,474 New
PI
35
Putnam Investments
Massachusetts
$4.29M +$3.83M +55,270 New
U
36
UBS
Switzerland
$3.94M +$3.52M +50,769 New
NC
37
Nicholas Company
Wisconsin
$3.9M +$3.48M +50,280 New
WF
38
Welch & Forbes
Massachusetts
$3.83M +$3.42M +49,341 New
Fidelity Investments
39
Fidelity Investments
Massachusetts
$3.64M +$3.25M +46,900 New
State Board of Administration of Florida Retirement System
40
State Board of Administration of Florida Retirement System
Florida
$3.25M +$2.91M +41,941 New
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$2.79M +$2.5M +36,033 New
Charles Schwab
42
Charles Schwab
California
$2.65M +$2.36M +34,022 New
Invesco
43
Invesco
Georgia
$2.27M +$2.02M +29,199 New
Ameriprise
44
Ameriprise
Minnesota
$2.17M +$1.94M +28,004 New
CS
45
Credit Suisse
Switzerland
$2.13M +$1.91M +27,512 New
JHIU
46
Janus Henderson Investors US
Colorado
$2.11M +$1.88M +27,200 New
RFC
47
Russell Frank Company
Washington
$1.96M +$1.75M +25,303 New
Bank of America
48
Bank of America
North Carolina
$1.87M +$1.67M +24,130 New
SBCM
49
Schwerin Boyle Capital Management
Massachusetts
$1.78M +$1.59M +23,000 New
AllianceBernstein
50
AllianceBernstein
Tennessee
$1.78M +$1.59M +22,966 New
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MORN Hedge Fund Activity: Q2 2013 in Review

133 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Morningstar (MORN) for Q2 2013, worth a combined $1.57B.

Buyers outnumbered sellers: 133 funds opened new MORN positions and 0 closed out — a net gain of 133 holders — while 0 added to existing stakes and 0 trimmed.

  • 133 institutional investors held Morningstar (MORN) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $1.57B of Morningstar stock for Q2 2013.
  • 133 funds opened new Morningstar positions in Q2 2013 and 0 closed out, a net change of +133 holders.

Based on aggregated 13F filings for Q2 2013.