Morningstar
MORN
236 hedge funds and large institutions have $2.34B invested in Morningstar in 2019 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 80 increasing their positions, 79 reducing their positions, and 26 closing their positions.
69% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 26
43% more call options, than puts
Call options by funds: $8.48M | Put options by funds: $5.91M
18% more capital invested
Capital invested by funds: $1.98B → $2.34B (+$352M)
6% more funds holding
Funds holding: 222 → 236 (+14)
1.13% more ownership
Funds ownership: 42.41% → 43.55% (+1.1%)
1% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 79
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$39.2M |
| 2 |
Mawer Investment Management
Calgary,
Alberta, Canada
|
+$11.9M |
| 3 |
BNP Paribas Asset Management
Paris,
France
|
+$5.69M |
| 4 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$4.55M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$4.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
New York State Common Retirement Fund
Albany,
New York
|
-$9.81M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$9.36M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$5.82M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$4.26M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$4.21M |
MORN Hedge Fund Activity: Q1 2019 in Review
236 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Morningstar (MORN) for Q1 2019, worth a combined $2.34B — up 18% from $1.98B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new MORN positions and 26 closed out — a net gain of 18 holders — while 80 added to existing stakes and 79 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $39.2M. The largest seller was New York State Common Retirement Fund, cutting an estimated $9.81M.
- 236 institutional investors held Morningstar (MORN) as of Q1 2019, up from 222 in Q4 2018.
- Funds reported $2.34B of Morningstar stock for Q1 2019, up 18% quarter-over-quarter.
- 44 funds opened new Morningstar positions in Q1 2019 and 26 closed out, a net change of +18 holders.
- The largest Morningstar buyer in Q1 2019 was Fidelity Investments, an estimated $39.2M added.
- The largest Morningstar seller in Q1 2019 was New York State Common Retirement Fund, an estimated $9.81M sold.
Based on aggregated 13F filings for Q1 2019.