Morningstar
MORN
137 hedge funds and large institutions have $1.42B invested in Morningstar in 2015 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 51 increasing their positions, 50 reducing their positions, and 14 closing their positions.
6% more capital invested
Capital invested by funds: $1.34B → $1.42B (+$78.8M)
2% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 50
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2% less funds holding
Funds holding: 140 → 137 (-3)
21% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
+$17.7M |
| 2 |
Northern Trust
Chicago,
Illinois
|
+$3.27M |
| 3 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$2.79M |
| 4 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
+$2.66M |
| 5 |
Bank of New York Mellon
New York
|
+$2.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAMCO Inc
New York
|
-$7.14M |
| 2 |
RA
Royce & Associates
New York
|
-$6.02M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$4.62M |
| 4 |
TCP
TAMRO Capital Partners
Alexandria,
Virginia
|
-$3.32M |
| 5 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
-$3.05M |
MORN Hedge Fund Activity: Q2 2015 in Review
137 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Morningstar (MORN) for Q2 2015, worth a combined $1.42B — up 5.9% from $1.34B a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of MORN and 11 opened new positions — a net loss of 3 holders — while 50 trimmed existing stakes and 51 added.
The largest buyer was Lazard Asset Management, opening a new position worth an estimated $17.7M. The largest seller was BAMCO Inc, cutting an estimated $7.14M.
- 137 institutional investors held Morningstar (MORN) as of Q2 2015, down from 140 in Q1 2015.
- Funds reported $1.42B of Morningstar stock for Q2 2015, up 5.9% quarter-over-quarter.
- 11 funds opened new Morningstar positions in Q2 2015 and 14 closed out, a net change of -3 holders.
- The largest Morningstar buyer in Q2 2015 was Lazard Asset Management, an estimated $17.7M added.
- The largest Morningstar seller in Q2 2015 was BAMCO Inc, an estimated $7.14M sold.
Based on aggregated 13F filings for Q2 2015.