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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
Comerica Bank
101
Comerica Bank
Texas
$284K +$254K +3,662 New
HA
102
Halsey Associates
Connecticut
$268K +$239K +3,450 New
Prudential Financial
103
Prudential Financial
New Jersey
$264K +$236K +3,403 New
T
104
TradeWorx
New Jersey
$254K +$227K +3,271 New
BNP Paribas Financial Markets
105
BNP Paribas Financial Markets
France
$253K +$226K +3,265 New
BA
106
BlackRock Advisors
Delaware
$242K +$216K +3,124 New
GAM
107
Gotham Asset Management
New York
$229K +$204K +2,951 New
Manulife (Manufacturers Life Insurance)
108
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$228K +$203K +2,933 New
NPIT
109
National Penn Investors Trust
Pennsylvania
$221K +$198K +2,853 New
RBC
110
Ronald Blue & Co
Georgia
$216K +$193K +2,782 New
DT
111
Diversified Trust
Tennessee
$206K +$184K +2,650 New
CCMINC
112
Cardinal Capital Management Inc (North Carolina)
North Carolina
$205K +$183K +2,648 New
DADC
113
D.A. Davidson & Co
Montana
$157K +$141K +2,037 New
IFLIT
114
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$155K +$139K +2,000 New
EWM
115
Evercore Wealth Management
New York
$144K +$129K +1,865 New
Teacher Retirement System of Texas
116
Teacher Retirement System of Texas
Texas
$123K +$110K +1,581 New
MLICM
117
Metropolitan Life Insurance Company (MetLife)
New York
$112K +$99.9K +1,442 New
BlackRock
118
BlackRock
New York
$101K +$90.3K +1,303 New
Fuller & Thaler Asset Management
119
Fuller & Thaler Asset Management
California
$97K +$86.6K +1,250 New
MDCM
120
Morgan Dempsey Capital Management
Wisconsin
$92K +$81.8K +1,180 New
SC
121
Saturna Capital
Washington
$78K +$69.3K +1,000 New
ILIM
122
Irish Life Investment Managers
Ireland
$70.2K +$62.8K +907 New
PAM
123
Panagora Asset Management
Massachusetts
$62K +$55.4K +800 New
HR
124
Howe & Rusling
New York
$61K +$54.1K +781 New
AIG
125
American International Group
New York
$38.6K +$34.4K +497 New
2 3 4
5
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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.