Morningstar
MORN
234 hedge funds and large institutions have $2.76B invested in Morningstar in 2019 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 72 increasing their positions, 89 reducing their positions, and 32 closing their positions.
256% more call options, than puts
Call options by funds: $2.57M | Put options by funds: $723K
18% more capital invested
Capital invested by funds: $2.34B → $2.76B (+$423M)
1.18% more ownership
Funds ownership: 43.55% → 44.73% (+1.2%)
9% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 32
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less funds holding
Funds holding: 236 → 234 (-2)
19% less repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 89
Top Buyers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$71.9M |
| 2 |
Select Equity Group
New York
|
+$18.3M |
| 3 |
Bank of New York Mellon
New York
|
+$16.2M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
+$15.5M |
| 5 |
Mawer Investment Management
Calgary,
Alberta, Canada
|
+$13.3M |
Top Sellers
| 1 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
-$26.5M |
| 2 |
Millennium Management
New York
|
-$9.27M |
| 3 |
EIP
Epoch Investment Partners
New York
|
-$8.28M |
| 4 |
Renaissance Technologies
New York
|
-$7.25M |
| 5 |
APG Asset Management
Amsterdam,
Netherlands
|
-$6.16M |
MORN Hedge Fund Activity: Q2 2019 in Review
234 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Morningstar (MORN) for Q2 2019, worth a combined $2.76B — up 18% from $2.34B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new MORN positions and 32 closed out — a net gain of 3 holders — while 72 added to existing stakes and 89 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $71.9M. The largest seller was Atlanta Capital Management, cutting an estimated $26.5M.
- 234 institutional investors held Morningstar (MORN) as of Q2 2019, down from 236 in Q1 2019.
- Funds reported $2.76B of Morningstar stock for Q2 2019, up 18% quarter-over-quarter.
- 35 funds opened new Morningstar positions in Q2 2019 and 32 closed out, a net change of +3 holders.
- The largest Morningstar buyer in Q2 2019 was Fidelity Investments, an estimated $71.9M added.
- The largest Morningstar seller in Q2 2019 was Atlanta Capital Management, an estimated $26.5M sold.
Based on aggregated 13F filings for Q2 2019.