Morningstar
MORN
177 hedge funds and large institutions have $1.36B invested in Morningstar in 2015 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 70 increasing their positions, 41 reducing their positions, and 11 closing their positions.
1,225% more call options, than puts
Call options by funds: $371K | Put options by funds: $28K
191% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 11
71% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 41
13% more funds holding
Funds holding: 156 → 177 (+21)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4% less capital invested
Capital invested by funds: $1.42B → $1.36B (-$61.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAMCO Inc
New York
|
+$8.7M |
| 2 |
Renaissance Technologies
New York
|
+$8.06M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
+$7.79M |
| 4 |
Lazard Asset Management
New York
|
+$5.85M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$4.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
-$80.6M |
| 2 |
RA
Royce & Associates
New York
|
-$28.8M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
-$18.7M |
| 4 |
EIP
Epoch Investment Partners
New York
|
-$12.7M |
| 5 |
TCP
TAMRO Capital Partners
Alexandria,
Virginia
|
-$6.69M |
MORN Hedge Fund Activity: Q4 2015 in Review
177 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Morningstar (MORN) for Q4 2015, worth a combined $1.36B — down 4.3% from $1.42B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new MORN positions and 11 closed out — a net gain of 21 holders — while 70 added to existing stakes and 41 trimmed.
The largest buyer was BAMCO Inc, adding an estimated $8.7M. The largest seller was Atlanta Capital Management, cutting an estimated $80.6M.
- 177 institutional investors held Morningstar (MORN) as of Q4 2015, up from 156 in Q3 2015.
- Funds reported $1.36B of Morningstar stock for Q4 2015, down 4.3% quarter-over-quarter.
- 32 funds opened new Morningstar positions in Q4 2015 and 11 closed out, a net change of +21 holders.
- The largest Morningstar buyer in Q4 2015 was BAMCO Inc, an estimated $8.7M added.
- The largest Morningstar seller in Q4 2015 was Atlanta Capital Management, an estimated $80.6M sold.
Based on aggregated 13F filings for Q4 2015.