Morningstar
MORN
198 hedge funds and large institutions have $2.17B invested in Morningstar in 2018 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 61 increasing their positions, 76 reducing their positions, and 9 closing their positions.
244% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 9
109% more call options, than puts
Call options by funds: $7.96M | Put options by funds: $3.81M
38% more capital invested
Capital invested by funds: $1.58B → $2.17B (+$593M)
12% more funds holding
Funds holding: 177 → 198 (+21)
1.53% more ownership
Funds ownership: 38.87% → 40.41% (+1.5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
20% less repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 76
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$70.2M |
| 2 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$38.1M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$18M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$17.2M |
| 5 |
New York State Common Retirement Fund
Albany,
New York
|
+$7.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
-$29.2M |
| 2 |
JP Morgan Chase
New York
|
-$23.2M |
| 3 |
Bank of New York Mellon
New York
|
-$17.2M |
| 4 |
EIP
Epoch Investment Partners
New York
|
-$11.4M |
| 5 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$8.78M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FA
201
FDx Advisors
Chicago,
Illinois
| – | -$789K | -8,261 | Closed |
|
202
HighTower Advisors
Chicago,
Illinois
| – | -$392K | -4,123 | Closed |
|
203
Holocene Advisors
New York
| – | -$251K | -2,628 | Closed |
|
204
Tudor Investment Corp
Stamford,
Connecticut
| – | -$227K | -2,376 | Closed |
|
|
EMG
205
ETF Managers Group
Summit,
New Jersey
| – | -$85K | -896 | Closed |
|
|
QT
206
Quantbot Technologies
New York
| – | -$66K | -700 | Closed |
|
MORN Hedge Fund Activity: Q2 2018 in Review
198 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Morningstar (MORN) for Q2 2018, worth a combined $2.17B — up 38% from $1.58B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new MORN positions and 9 closed out — a net gain of 22 holders — while 61 added to existing stakes and 76 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $70.2M. The largest seller was Atlanta Capital Management, cutting an estimated $29.2M.
- 198 institutional investors held Morningstar (MORN) as of Q2 2018, up from 177 in Q1 2018.
- Funds reported $2.17B of Morningstar stock for Q2 2018, up 38% quarter-over-quarter.
- 31 funds opened new Morningstar positions in Q2 2018 and 9 closed out, a net change of +22 holders.
- The largest Morningstar buyer in Q2 2018 was Fidelity Investments, an estimated $70.2M added.
- The largest Morningstar seller in Q2 2018 was Atlanta Capital Management, an estimated $29.2M sold.
Based on aggregated 13F filings for Q2 2018.