Morningstar
MORN
244 hedge funds and large institutions have $2.88B invested in Morningstar in 2019 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 93 increasing their positions, 70 reducing their positions, and 21 closing their positions.
55% more call options, than puts
Call options by funds: $3.13M | Put options by funds: $2.02M
48% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 21
33% more repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 70
4% more funds holding
Funds holding: 234 → 244 (+10)
1.35% more ownership
Funds ownership: 44.73% → 46.08% (+1.4%)
4% more capital invested
Capital invested by funds: $2.76B → $2.88B (+$122M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$48.1M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$22.3M |
| 3 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$12.3M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$11.2M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$7.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
-$15.4M |
| 2 |
Marshall Wace
London,
United Kingdom
|
-$11.4M |
| 3 |
Charles Schwab
San Francisco,
California
|
-$9.49M |
| 4 |
APG Asset Management
Amsterdam,
Netherlands
|
-$7.59M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$6.07M |
MORN Hedge Fund Activity: Q3 2019 in Review
244 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in Morningstar (MORN) for Q3 2019, worth a combined $2.88B — up 4.4% from $2.76B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new MORN positions and 21 closed out — a net gain of 10 holders — while 93 added to existing stakes and 70 trimmed.
The largest buyer was Invesco, adding an estimated $48.1M. The largest seller was Atlanta Capital Management, cutting an estimated $15.4M.
- 244 institutional investors held Morningstar (MORN) as of Q3 2019, up from 234 in Q2 2019.
- Funds reported $2.88B of Morningstar stock for Q3 2019, up 4.4% quarter-over-quarter.
- 31 funds opened new Morningstar positions in Q3 2019 and 21 closed out, a net change of +10 holders.
- The largest Morningstar buyer in Q3 2019 was Invesco, an estimated $48.1M added.
- The largest Morningstar seller in Q3 2019 was Atlanta Capital Management, an estimated $15.4M sold.
Based on aggregated 13F filings for Q3 2019.