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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
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$1.56M +$1.4M +20,154 New
Allianz Asset Management
52
Allianz Asset Management
Germany
$1.54M +$1.38M +19,900 New
Swiss National Bank
53
Swiss National Bank
Switzerland
$1.53M +$1.37M +19,700 New
FA
54
FDx Advisors
Illinois
$1.48M +$1.32M +19,090 New
BG
55
BlackRock Group
United Kingdom
$1.45M +$1.3M +18,703 New
Deutsche Bank
56
Deutsche Bank
Germany
$1.39M +$1.24M +17,938 New
TCM
57
Twin Capital Management
Pennsylvania
$1.33M +$1.19M +17,200 New
CIM
58
Confluence Investment Management
Missouri
$1.31M +$1.17M +16,828 New
State of Wisconsin Investment Board
59
State of Wisconsin Investment Board
Wisconsin
$1.27M +$1.14M +16,387 New
Citigroup
60
Citigroup
New York
$1.21M +$1.08M +15,648 New
YIA
61
YHB Investment Advisors
Connecticut
$1.18M +$1.05M +15,150 New
PP
62
PDT Partners
New York
$1.15M +$1.03M +14,839 New
PI
63
Placemark Investments
Illinois
$1.15M +$1.02M +14,759 New
TA
64
Teachers Advisors
New York
$1.14M +$1.02M +14,654 New
COPPSERS
65
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.07M +$958K +13,825 New
Citadel Advisors
66
Citadel Advisors
Florida
$1.03M +$924K +13,339 New
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$928K +$827K +11,931 New
Grantham, Mayo, Van Otterloo & Co (GMO)
68
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$861K +$769K +11,100 New
VOYA Investment Management
69
VOYA Investment Management
Georgia
$844K +$754K +10,883 New
Natixis Advisors
70
Natixis Advisors
Massachusetts
$826K +$737K +10,642 New
IRF
71
IBM Retirement Fund
New York
$743K +$664K +9,582 New
First Trust Advisors
72
First Trust Advisors
Illinois
$739K +$660K +9,531 New
UBS AM
73
UBS AM
Illinois
$736K +$658K +9,492 New
GC
74
Guggenheim Capital
Illinois
$658K +$588K +8,480 New
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$650K +$580K +8,375 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.