Morningstar
MORN
240 hedge funds and large institutions have $3.04B invested in Morningstar in 2019 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 78 increasing their positions, 88 reducing their positions, and 31 closing their positions.
309% more call options, than puts
Call options by funds: $6.51M | Put options by funds: $1.59M
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
5% more capital invested
Capital invested by funds: $2.88B → $3.04B (+$157M)
6% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 31
0.81% more ownership
Funds ownership: 46.08% → 46.89% (+0.81%)
2% less funds holding
Funds holding: 244 → 240 (-4)
11% less repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 88
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
+$22.3M |
| 2 |
Parnassus Investments
San Francisco,
California
|
+$18.2M |
| 3 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$17.6M |
| 4 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
+$14.7M |
| 5 |
Select Equity Group
New York
|
+$14.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$21.9M |
| 2 |
New York State Common Retirement Fund
Albany,
New York
|
-$11.8M |
| 3 |
BAMCO Inc
New York
|
-$9.31M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$7.78M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$6.36M |
MORN Hedge Fund Activity: Q4 2019 in Review
240 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Morningstar (MORN) for Q4 2019, worth a combined $3.04B — up 5.4% from $2.88B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new MORN positions and 31 closed out — a net gain of 2 holders — while 78 added to existing stakes and 88 trimmed.
The largest buyer was Lazard Asset Management, adding an estimated $22.3M. The largest seller was Fidelity Investments, cutting an estimated $21.9M.
- 240 institutional investors held Morningstar (MORN) as of Q4 2019, down from 244 in Q3 2019.
- Funds reported $3.04B of Morningstar stock for Q4 2019, up 5.4% quarter-over-quarter.
- 33 funds opened new Morningstar positions in Q4 2019 and 31 closed out, a net change of +2 holders.
- The largest Morningstar buyer in Q4 2019 was Lazard Asset Management, an estimated $22.3M added.
- The largest Morningstar seller in Q4 2019 was Fidelity Investments, an estimated $21.9M sold.
Based on aggregated 13F filings for Q4 2019.