Morningstar
MORN
147 hedge funds and large institutions have $1.16B invested in Morningstar in 2014 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 48 increasing their positions, 51 reducing their positions, and 9 closing their positions.
144% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 9
117% more call options, than puts
Call options by funds: $776K | Put options by funds: $357K
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
9% more funds holding
Funds holding: 135 → 147 (+12)
0% more capital invested
Capital invested by funds: $1.16B → $1.16B (+$342K)
6% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 51
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$4.85M |
| 2 |
JP Morgan Chase
New York
|
+$3.79M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$3.57M |
| 4 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
+$2.88M |
| 5 |
Morgan Stanley
New York
|
+$2.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kornitzer Capital Management
Shawnee Mission,
Kansas
|
-$16.4M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$8.72M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$6.19M |
| 4 |
Bank of New York Mellon
New York
|
-$4.84M |
| 5 |
William Blair & Company
Chicago,
Illinois
|
-$4.59M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PRCM
151
Pine River Capital Management
Minnetonka,
Minnesota
| – | -$283K | -4,166 | Closed |
|
152
M&T Bank
Buffalo,
New York
| – | -$241K | -3,541 | Closed |
|
|
BJ
153
BlackRock Japan
Tokyo,
Japan
| – | -$69K | -1,009 | Closed |
|
|
CTC
154
Central Trust Company
Jefferson City,
Missouri
| – | -$5K | -77 | Closed |
|
|
TRCT
155
Tower Research Capital (TRC)
New York
| – | -$1K | -17 | Closed |
|
156
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | +$331 | +5 | New |
|
MORN Hedge Fund Activity: Q4 2014 in Review
147 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Morningstar (MORN) for Q4 2014, worth a combined $1.16B — up 0.03% from $1.16B a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new MORN positions and 9 closed out — a net gain of 13 holders — while 48 added to existing stakes and 51 trimmed.
The largest buyer was Confluence Investment Management, adding an estimated $4.85M. The largest seller was Kornitzer Capital Management, cutting an estimated $16.4M.
- 147 institutional investors held Morningstar (MORN) as of Q4 2014, up from 135 in Q3 2014.
- Funds reported $1.16B of Morningstar stock for Q4 2014, up 0.03% quarter-over-quarter.
- 22 funds opened new Morningstar positions in Q4 2014 and 9 closed out, a net change of +13 holders.
- The largest Morningstar buyer in Q4 2014 was Confluence Investment Management, an estimated $4.85M added.
- The largest Morningstar seller in Q4 2014 was Kornitzer Capital Management, an estimated $16.4M sold.
Based on aggregated 13F filings for Q4 2014.