Morningstar
MORN
147 hedge funds and large institutions have $1.3B invested in Morningstar in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 66 increasing their positions, 43 reducing their positions, and 30 closing their positions.
53% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 43
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.36% less ownership
Funds ownership: 39.03% → 38.68% (-0.36%)
1% less capital invested
Capital invested by funds: $1.32B → $1.3B (-$16.6M)
14% less funds holding
Funds holding: 170 → 147 (-23)
50% less call options, than puts
Call options by funds: $904K | Put options by funds: $1.81M
73% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 30
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$7.79M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$5.56M |
| 3 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$5.09M |
| 4 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$4.55M |
| 5 |
BTW
Boston Trust Walden
Boston,
Massachusetts
|
+$4.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
-$25.8M |
| 2 |
JP Morgan Chase
New York
|
-$7.27M |
| 3 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
-$3.11M |
| 4 |
Russell Investments Group
London,
United Kingdom
|
-$3.07M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$2.99M |
MORN Hedge Fund Activity: Q2 2017 in Review
147 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Morningstar (MORN) for Q2 2017, worth a combined $1.3B — down 1.3% from $1.32B a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of MORN and 8 opened new positions — a net loss of 22 holders — while 43 trimmed existing stakes and 66 added.
The largest buyer was BlackRock, adding an estimated $7.79M. The largest seller was Lazard Asset Management, cutting an estimated $25.8M.
- 147 institutional investors held Morningstar (MORN) as of Q2 2017, down from 170 in Q1 2017.
- Funds reported $1.3B of Morningstar stock for Q2 2017, down 1.3% quarter-over-quarter.
- 8 funds opened new Morningstar positions in Q2 2017 and 30 closed out, a net change of -22 holders.
- The largest Morningstar buyer in Q2 2017 was BlackRock, an estimated $7.79M added.
- The largest Morningstar seller in Q2 2017 was Lazard Asset Management, an estimated $25.8M sold.
Based on aggregated 13F filings for Q2 2017.