Morningstar
MORN
156 hedge funds and large institutions have $1.42B invested in Morningstar in 2015 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 60 increasing their positions, 42 reducing their positions, and 6 closing their positions.
2,527% more call options, than puts
Call options by funds: $578K | Put options by funds: $22K
333% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 6
43% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 42
14% more funds holding
Funds holding: 137 → 156 (+19)
0% more capital invested
Capital invested by funds: $1.42B → $1.42B (+$1.66M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$30.2M |
| 2 |
Lazard Asset Management
New York
|
+$6.88M |
| 3 |
AI
Analytic Investors
Los Angeles,
California
|
+$4.31M |
| 4 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$3.37M |
| 5 |
New York State Common Retirement Fund
Albany,
New York
|
+$2.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
-$14.2M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$6.68M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
-$4.7M |
| 4 |
EIP
Epoch Investment Partners
New York
|
-$4.47M |
| 5 |
JP Morgan Chase
New York
|
-$3.77M |
MORN Hedge Fund Activity: Q3 2015 in Review
156 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in Morningstar (MORN) for Q3 2015, worth a combined $1.42B — up 0.12% from $1.42B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new MORN positions and 6 closed out — a net gain of 20 holders — while 60 added to existing stakes and 42 trimmed.
The largest buyer was Bank of America, adding an estimated $30.2M. The largest seller was Perkins Investment Management, cutting an estimated $14.2M.
- 156 institutional investors held Morningstar (MORN) as of Q3 2015, up from 137 in Q2 2015.
- Funds reported $1.42B of Morningstar stock for Q3 2015, up 0.12% quarter-over-quarter.
- 26 funds opened new Morningstar positions in Q3 2015 and 6 closed out, a net change of +20 holders.
- The largest Morningstar buyer in Q3 2015 was Bank of America, an estimated $30.2M added.
- The largest Morningstar seller in Q3 2015 was Perkins Investment Management, an estimated $14.2M sold.
Based on aggregated 13F filings for Q3 2015.