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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
DC
76
Deere & Company
Illinois
$637K +$569K +8,208 New
VRS
77
Virginia Retirement Systems
Virginia
$613K +$547K +7,900 New
Public Employees Retirement Association of Colorado
78
Public Employees Retirement Association of Colorado
Colorado
$583K +$521K +7,512 New
BIM
79
BlackRock Investment Management
Delaware
$547K +$488K +7,047 New
Goldman Sachs
80
Goldman Sachs
New York
$534K +$477K +6,883 New
HNB
81
Huntington National Bank
Ohio
$476K +$425K +6,131 New
TAM
82
Tocqueville Asset Management
New York
$419K +$374K +5,400 New
RFC
83
Regions Financial Corp
Alabama
$415K +$370K +5,343 New
OA
84
Oak Associates
Ohio
$388K +$346K +5,000 New
AG
85
Aperio Group
California
$360K +$321K +4,636 New
RCM
86
Reynolds Capital Management
Nevada
$350K +$312K +4,500 New
CONA
87
Capital One National Association
New York
$346K +$309K +4,454 New
MSA
88
Mason Street Advisors
Wisconsin
$344K +$307K +4,430 New
HSBC Holdings
89
HSBC Holdings
United Kingdom
$329K +$294K +4,242 New
PP
90
Paloma Partners
Connecticut
$327K +$292K +4,219 New
TH
91
Timber Hill
Connecticut
$324K +$289K +4,172 New
US Bancorp
92
US Bancorp
Minnesota
$322K +$287K +4,147 New
GT
93
Glenmede Trust
Pennsylvania
$313K +$280K +4,044 New
Schroder Investment Management Group
94
Schroder Investment Management Group
United Kingdom
$310K +$277K +4,000 New
BBHC
95
Brown Brothers Harriman & Co
New York
$310K +$277K +4,000 New
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$306K +$274K +3,950 New
Two Sigma Investments
97
Two Sigma Investments
New York
$298K +$266K +3,841 New
URS
98
Utah Retirement Systems
Utah
$294K +$263K +3,790 New
Barclays
99
Barclays
United Kingdom
$288K +$257K +3,706 New
Susquehanna International Group
100
Susquehanna International Group
Pennsylvania
$287K +$256K +3,698 New
2 3
4
5 6

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.