We are live on
!
Find out more
Morningstar
MORN
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 |
|
|---|---|---|---|---|---|
|
OMCS
126
Old Mutual Customised Solutions
Pinelands,
South Africa
| $23K | +$20.8K | +300 | New |
|
|
KTC
127
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| $21K | +$18.5K | +267 | New |
|
|
WRM
128
Westport Resources Management
Westport,
Connecticut
| $8K | +$6.79K | +98 | New |
|
|
FNBT
129
FineMark National Bank & Trust
Fort Myers,
Florida
| $4K | +$3.81K | +55 | New |
|
130
Parallax Volatility Advisers
San Francisco,
California
| $3K | +$2.63K | +38 | New |
|
|
SMA
131
Simply Money Advisors
Cincinnati,
Ohio
| $3K | +$3.05K | +44 | New |
|
|
LTFS
132
Ladenburg Thalmann Financial Services
Miami,
Florida
| $1K | +$485 | +7 | New |
|
|
MFS
133
MSI Financial Services
Springfield,
Massachusetts
| – | +$346 | +5 | New |
|
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.