Morningstar
MORN
147 hedge funds and large institutions have $1.44B invested in Morningstar in 2014 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 57 increasing their positions, 51 reducing their positions, and 25 closing their positions.
20% more call options, than puts
Call options by funds: $2.28M | Put options by funds: $1.89M
12% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 51
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% less capital invested
Capital invested by funds: $1.45B → $1.44B (-$3.53M)
9% less funds holding
Funds holding: 162 → 147 (-15)
52% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MNA
Manning & Napier Advisors
Fairport,
New York
|
+$21M |
| 2 |
Bank of New York Mellon
New York
|
+$10.7M |
| 3 |
AI
Analytic Investors
Los Angeles,
California
|
+$8.49M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
+$7.9M |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$4.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCP
TAMRO Capital Partners
Alexandria,
Virginia
|
-$36.1M |
| 2 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$9.54M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$8.63M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$5.28M |
| 5 |
Morgan Stanley
New York
|
-$4M |
MORN Hedge Fund Activity: Q1 2014 in Review
147 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Morningstar (MORN) for Q1 2014, worth a combined $1.44B — down 0.24% from $1.45B a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of MORN and 12 opened new positions — a net loss of 13 holders — while 51 trimmed existing stakes and 57 added.
The largest buyer was Manning & Napier Advisors, opening a new position worth an estimated $21M. The largest seller was TAMRO Capital Partners, exiting entirely with an estimated $36.1M sold.
- 147 institutional investors held Morningstar (MORN) as of Q1 2014, down from 162 in Q4 2013.
- Funds reported $1.44B of Morningstar stock for Q1 2014, down 0.24% quarter-over-quarter.
- 12 funds opened new Morningstar positions in Q1 2014 and 25 closed out, a net change of -13 holders.
- The largest Morningstar buyer in Q1 2014 was Manning & Napier Advisors, an estimated $21M added.
- The largest Morningstar seller in Q1 2014 was TAMRO Capital Partners, an estimated $36.1M sold.
Based on aggregated 13F filings for Q1 2014.