Morningstar
MORN
177 hedge funds and large institutions have $1.58B invested in Morningstar in 2018 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 69 increasing their positions, 56 reducing their positions, and 20 closing their positions.
23% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 56
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.13% less ownership
Funds ownership: 39.01% → 38.87% (-0.13%)
2% less capital invested
Capital invested by funds: $1.61B → $1.58B (-$30.6M)
2% less funds holding
Funds holding: 181 → 177 (-4)
10% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 20
19% less call options, than puts
Call options by funds: $3.98M | Put options by funds: $4.91M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$8.02M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$4.98M |
| 3 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$3.69M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$3.69M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$2.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JIC
Johnson Investment Counsel
Cincinnati,
Ohio
|
-$13.7M |
| 2 |
William Blair & Company
Chicago,
Illinois
|
-$12.3M |
| 3 |
Lazard Asset Management
New York
|
-$5.83M |
| 4 |
CGI
CI Global Investments
Oakland,
California
|
-$4.85M |
| 5 |
Millennium Management
New York
|
-$3.62M |
MORN Hedge Fund Activity: Q1 2018 in Review
177 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Morningstar (MORN) for Q1 2018, worth a combined $1.58B — down 1.9% from $1.61B a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of MORN and 18 opened new positions — a net loss of 2 holders — while 56 trimmed existing stakes and 69 added.
The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $8.02M. The largest seller was Johnson Investment Counsel, cutting an estimated $13.7M.
- 177 institutional investors held Morningstar (MORN) as of Q1 2018, down from 181 in Q4 2017.
- Funds reported $1.58B of Morningstar stock for Q1 2018, down 1.9% quarter-over-quarter.
- 18 funds opened new Morningstar positions in Q1 2018 and 20 closed out, a net change of -2 holders.
- The largest Morningstar buyer in Q1 2018 was Kayne Anderson Rudnick Investment Management, an estimated $8.02M added.
- The largest Morningstar seller in Q1 2018 was Johnson Investment Counsel, an estimated $13.7M sold.
Based on aggregated 13F filings for Q1 2018.