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Morningstar
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
ACM
1
Atlanta Capital Management
Georgia
$305M +$272M +3,929,131 New
Morgan Stanley
2
Morgan Stanley
New York
$214M +$191M +2,763,526 New
RA
3
Royce & Associates
New York
$143M +$127M +1,837,273 New
BAMCO Inc
4
BAMCO Inc
New York
$128M +$115M +1,655,452 New
KCM
5
Kornitzer Capital Management
Kansas
$95.8M +$85.5M +1,234,427 New
Vanguard Group
6
Vanguard Group
Pennsylvania
$92M +$82.1M +1,185,300 New
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$72.5M +$64.7M +934,444 New
TCP
8
TAMRO Capital Partners
Virginia
$44.1M +$39.4M +567,921 New
BIT
9
BlackRock Institutional Trust
California
$43.5M +$38.9M +561,361 New
JP Morgan Chase
10
JP Morgan Chase
New York
$37.6M +$33.6M +484,824 New
MAA
11
Managed Account Advisors
New Jersey
$32M +$28.6M +412,973 New
William Blair & Company
12
William Blair & Company
Illinois
$27M +$24.1M +348,535 New
Wells Fargo
13
Wells Fargo
California
$25M +$22.3M +322,026 New
State Street
14
State Street
Massachusetts
$22.1M +$19.8M +285,106 New
CIP
15
Champlain Investment Partners
Vermont
$18.6M +$16.6M +239,335 New
CCA
16
Conestoga Capital Advisors
Pennsylvania
$16.5M +$14.7M +212,438 New
Norges Bank
17
Norges Bank
Norway
$16.2M +$14.5M +209,313 New
SAM
18
Sentinel Asset Management
Vermont
$14.2M +$12.7M +183,230 New
BCM
19
Bares Capital Management
Texas
$13.6M +$12.2M +175,687 New
Northern Trust
20
Northern Trust
Illinois
$13.6M +$12.2M +175,549 New
ACM
21
American Capital Management
New York
$11.4M +$10.2M +146,785 New
Kayne Anderson Rudnick Investment Management
22
Kayne Anderson Rudnick Investment Management
California
$11.1M +$9.95M +143,590 New
Renaissance Technologies
23
Renaissance Technologies
New York
$10.6M +$9.49M +137,000 New
BFA
24
BlackRock Fund Advisors
California
$10.2M +$9.13M +131,776 New
PPA
25
Parametric Portfolio Associates
Washington
$10.1M +$9.06M +130,781 New
1
2 3 4 5

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.