Morningstar
MORN
181 hedge funds and large institutions have $1.61B invested in Morningstar in 2017 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 57 increasing their positions, 49 reducing their positions, and 10 closing their positions.
9,242% more call options, than puts
Call options by funds: $1.77M | Put options by funds: $19K
280% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 10
18% more funds holding
Funds holding: 153 → 181 (+28)
16% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 49
13% more capital invested
Capital invested by funds: $1.42B → $1.61B (+$191M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.22% less ownership
Funds ownership: 39.23% → 39.01% (-0.22%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$15.1M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$10.2M |
| 3 |
Millennium Management
New York
|
+$6.85M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$5.21M |
| 5 |
New York State Common Retirement Fund
Albany,
New York
|
+$3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$14.6M |
| 2 |
JP Morgan Chase
New York
|
-$11.3M |
| 3 |
CGI
CI Global Investments
Oakland,
California
|
-$11.3M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$6.53M |
| 5 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
-$4.32M |
MORN Hedge Fund Activity: Q4 2017 in Review
181 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Morningstar (MORN) for Q4 2017, worth a combined $1.61B — up 13% from $1.42B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new MORN positions and 10 closed out — a net gain of 28 holders — while 57 added to existing stakes and 49 trimmed.
The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $15.1M. The largest seller was Bank of America, cutting an estimated $14.6M.
- 181 institutional investors held Morningstar (MORN) as of Q4 2017, up from 153 in Q3 2017.
- Funds reported $1.61B of Morningstar stock for Q4 2017, up 13% quarter-over-quarter.
- 38 funds opened new Morningstar positions in Q4 2017 and 10 closed out, a net change of +28 holders.
- The largest Morningstar buyer in Q4 2017 was Kayne Anderson Rudnick Investment Management, an estimated $15.1M added.
- The largest Morningstar seller in Q4 2017 was Bank of America, an estimated $14.6M sold.
Based on aggregated 13F filings for Q4 2017.