Morningstar
MORN
177 hedge funds and large institutions have $1.47B invested in Morningstar in 2016 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 68 increasing their positions, 60 reducing their positions, and 25 closing their positions.
2,735% more call options, than puts
Call options by funds: $482K | Put options by funds: $17K
13% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 60
8% more capital invested
Capital invested by funds: $1.36B → $1.47B (+$112M)
4% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 25
0% more funds holding
Funds holding: 177 → 177 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$28.1M |
| 2 |
EIP
Epoch Investment Partners
New York
|
+$11M |
| 3 |
MAM
Martingale Asset Management
Boston,
Massachusetts
|
+$6.48M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$6.38M |
| 5 |
Renaissance Technologies
New York
|
+$5.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Ashe Capital Management
Englewood Cliffs,
New Jersey
|
-$46.9M |
| 2 |
RA
Royce & Associates
New York
|
-$11.5M |
| 3 |
CCA
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
-$9.03M |
| 4 |
MNA
Manning & Napier Advisors
Fairport,
New York
|
-$7.01M |
| 5 |
BAMCO Inc
New York
|
-$6.84M |
MORN Hedge Fund Activity: Q1 2016 in Review
177 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Morningstar (MORN) for Q1 2016, worth a combined $1.47B — up 8.2% from $1.36B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new MORN positions and 25 closed out — a net gain of 1 holder — while 68 added to existing stakes and 60 trimmed.
The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $28.1M. The largest seller was Ashe Capital Management, cutting an estimated $46.9M.
- 177 institutional investors held Morningstar (MORN) as of Q1 2016, unchanged from Q4 2015.
- Funds reported $1.47B of Morningstar stock for Q1 2016, up 8.2% quarter-over-quarter.
- 26 funds opened new Morningstar positions in Q1 2016 and 25 closed out, a net change of +1 holder.
- The largest Morningstar buyer in Q1 2016 was Lord, Abbett & Co, an estimated $28.1M added.
- The largest Morningstar seller in Q1 2016 was Ashe Capital Management, an estimated $46.9M sold.
Based on aggregated 13F filings for Q1 2016.