Morningstar
MORN
317 hedge funds and large institutions have $5.81B invested in Morningstar in 2021 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 96 increasing their positions, 116 reducing their positions, and 17 closing their positions.
147% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 17
7% more funds holding
Funds holding: 295 → 317 (+22)
1.28% more ownership
Funds ownership: 50.92% → 52.21% (+1.3%)
3% more capital invested
Capital invested by funds: $5.62B → $5.81B (+$183M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
17% less repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 116
22% less call options, than puts
Call options by funds: $4.48M | Put options by funds: $5.75M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Select Equity Group
New York
|
+$138M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$46.9M |
| 3 |
ESCM
Echo Street Capital Management
New York
|
+$27.5M |
| 4 |
LP
LMR Partners
London,
United Kingdom
|
+$17.9M |
| 5 |
2
2Xideas
Kusnacht,
Switzerland
|
+$11.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$31.5M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$25.4M |
| 3 |
JP Morgan Chase
New York
|
-$19.7M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
-$12.3M |
| 5 |
Mawer Investment Management
Calgary,
Alberta, Canada
|
-$11.4M |
MORN Hedge Fund Activity: Q3 2021 in Review
317 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Morningstar (MORN) for Q3 2021, worth a combined $5.81B — up 3.3% from $5.62B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new MORN positions and 17 closed out — a net gain of 25 holders — while 96 added to existing stakes and 116 trimmed.
The largest buyer was Select Equity Group, adding an estimated $138M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $31.5M.
- 317 institutional investors held Morningstar (MORN) as of Q3 2021, up from 295 in Q2 2021.
- Funds reported $5.81B of Morningstar stock for Q3 2021, up 3.3% quarter-over-quarter.
- 42 funds opened new Morningstar positions in Q3 2021 and 17 closed out, a net change of +25 holders.
- The largest Morningstar buyer in Q3 2021 was Select Equity Group, an estimated $138M added.
- The largest Morningstar seller in Q3 2021 was Kayne Anderson Rudnick Investment Management, an estimated $31.5M sold.
Based on aggregated 13F filings for Q3 2021.