Morningstar
MORN
294 hedge funds and large institutions have $4.79B invested in Morningstar in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 116 increasing their positions, 90 reducing their positions, and 39 closing their positions.
98% more call options, than puts
Call options by funds: $8.93M | Put options by funds: $4.5M
29% more repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 90
1.32% more ownership
Funds ownership: 56.13% → 57.45% (+1.3%)
1% less capital invested
Capital invested by funds: $4.84B → $4.79B (-$51.1M)
2% less funds holding
Funds holding: 301 → 294 (-7)
18% less first-time investments, than exits
New positions opened: 32 | Existing positions closed: 39
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$136M |
| 2 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$75M |
| 3 |
LIP
Liontrust Investment Partners
London,
United Kingdom
|
+$63.3M |
| 4 |
Morgan Stanley
New York
|
+$62.8M |
| 5 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$28.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$230M |
| 2 |
PL
Perpetual Ltd
Sydney, New South Wales,
Australia
|
-$79.6M |
| 3 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$29.7M |
| 4 |
JP Morgan Chase
New York
|
-$19.4M |
| 5 |
SI
Scout Investments
Kansas City,
Missouri
|
-$9.33M |
MORN Hedge Fund Activity: Q2 2023 in Review
294 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Morningstar (MORN) for Q2 2023, worth a combined $4.79B — down 1.1% from $4.84B a quarter earlier.
Sellers outnumbered buyers: 39 funds closed out of MORN and 32 opened new positions — a net loss of 7 holders — while 90 trimmed existing stakes and 116 added.
The largest buyer was Goldman Sachs, adding an estimated $136M. The largest seller was Bank of America, cutting an estimated $230M.
- 294 institutional investors held Morningstar (MORN) as of Q2 2023, down from 301 in Q1 2023.
- Funds reported $4.79B of Morningstar stock for Q2 2023, down 1.1% quarter-over-quarter.
- 32 funds opened new Morningstar positions in Q2 2023 and 39 closed out, a net change of -7 holders.
- The largest Morningstar buyer in Q2 2023 was Goldman Sachs, an estimated $136M added.
- The largest Morningstar seller in Q2 2023 was Bank of America, an estimated $230M sold.
Based on aggregated 13F filings for Q2 2023.