Morningstar
MORN
135 hedge funds and large institutions have $1.16B invested in Morningstar in 2014 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 43 increasing their positions, 63 reducing their positions, and 14 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less funds holding
Funds holding: 139 → 135 (-4)
11% less call options, than puts
Call options by funds: $713K | Put options by funds: $801K
12% less capital invested
Capital invested by funds: $1.31B → $1.16B (-$152M)
21% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 14
32% less repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 63
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
+$15.9M |
| 2 |
JP Morgan Chase
New York
|
+$5.62M |
| 3 |
EIP
Epoch Investment Partners
New York
|
+$3.01M |
| 4 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
+$2.57M |
| 5 |
WF
Welch & Forbes
Boston,
Massachusetts
|
+$2.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kornitzer Capital Management
Shawnee Mission,
Kansas
|
-$48.9M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$17.3M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$14.3M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$7.38M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
-$5.09M |
MORN Hedge Fund Activity: Q3 2014 in Review
135 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Morningstar (MORN) for Q3 2014, worth a combined $1.16B — down 12% from $1.31B a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of MORN and 11 opened new positions — a net loss of 3 holders — while 63 trimmed existing stakes and 43 added.
The largest buyer was Perkins Investment Management, opening a new position worth an estimated $15.9M. The largest seller was Kornitzer Capital Management, cutting an estimated $48.9M.
- 135 institutional investors held Morningstar (MORN) as of Q3 2014, down from 139 in Q2 2014.
- Funds reported $1.16B of Morningstar stock for Q3 2014, down 12% quarter-over-quarter.
- 11 funds opened new Morningstar positions in Q3 2014 and 14 closed out, a net change of -3 holders.
- The largest Morningstar buyer in Q3 2014 was Perkins Investment Management, an estimated $15.9M added.
- The largest Morningstar seller in Q3 2014 was Kornitzer Capital Management, an estimated $48.9M sold.
Based on aggregated 13F filings for Q3 2014.