Morningstar
MORN
250 hedge funds and large institutions have $2.93B invested in Morningstar in 2020 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 83 increasing their positions, 84 reducing their positions, and 22 closing their positions.
136% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 22
68% more call options, than puts
Call options by funds: $1.42M | Put options by funds: $846K
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
24% more capital invested
Capital invested by funds: $2.36B → $2.93B (+$575M)
12% more funds holding
Funds holding: 223 → 250 (+27)
1.3% more ownership
Funds ownership: 47.29% → 48.59% (+1.3%)
1% less repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 84
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$91.3M |
| 2 |
BlackRock
New York
|
+$22M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
+$20.2M |
| 4 |
CI Investments Inc
Toronto,
Ontario, Canada
|
+$14.5M |
| 5 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$12.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$54.6M |
| 2 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$35.9M |
| 3 |
CTA
Carillon Tower Advisers
St. Petersburg,
Florida
|
-$35.7M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$19.7M |
| 5 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
-$17.3M |
MORN Hedge Fund Activity: Q2 2020 in Review
250 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Morningstar (MORN) for Q2 2020, worth a combined $2.93B — up 24% from $2.36B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new MORN positions and 22 closed out — a net gain of 30 holders — while 83 added to existing stakes and 84 trimmed.
The largest buyer was Wasatch Advisors, opening a new position worth an estimated $91.3M. The largest seller was Fidelity Investments, cutting an estimated $54.6M.
- 250 institutional investors held Morningstar (MORN) as of Q2 2020, up from 223 in Q1 2020.
- Funds reported $2.93B of Morningstar stock for Q2 2020, up 24% quarter-over-quarter.
- 52 funds opened new Morningstar positions in Q2 2020 and 22 closed out, a net change of +30 holders.
- The largest Morningstar buyer in Q2 2020 was Wasatch Advisors, an estimated $91.3M added.
- The largest Morningstar seller in Q2 2020 was Fidelity Investments, an estimated $54.6M sold.
Based on aggregated 13F filings for Q2 2020.