Morningstar
MORN
223 hedge funds and large institutions have $2.36B invested in Morningstar in 2020 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 86 increasing their positions, 77 reducing their positions, and 43 closing their positions.
188% more call options, than puts
Call options by funds: $1.48M | Put options by funds: $513K
12% more repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 77
0.41% more ownership
Funds ownership: 46.89% → 47.29% (+0.41%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
7% less funds holding
Funds holding: 240 → 223 (-17)
22% less capital invested
Capital invested by funds: $3.04B → $2.36B (-$680M)
33% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 43
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Select Equity Group
New York
|
+$32.7M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$13.5M |
| 3 |
JP Morgan Chase
New York
|
+$11.2M |
| 4 |
Lazard Asset Management
New York
|
+$10.6M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$6.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$29.1M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$6.93M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$6.85M |
| 4 |
Goldman Sachs
New York
|
-$6.62M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$4.58M |
MORN Hedge Fund Activity: Q1 2020 in Review
223 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Morningstar (MORN) for Q1 2020, worth a combined $2.36B — down 22% from $3.04B a quarter earlier.
Sellers outnumbered buyers: 43 funds closed out of MORN and 29 opened new positions — a net loss of 14 holders — while 77 trimmed existing stakes and 86 added.
The largest buyer was Select Equity Group, adding an estimated $32.7M. The largest seller was Fidelity Investments, cutting an estimated $29.1M.
- 223 institutional investors held Morningstar (MORN) as of Q1 2020, down from 240 in Q4 2019.
- Funds reported $2.36B of Morningstar stock for Q1 2020, down 22% quarter-over-quarter.
- 29 funds opened new Morningstar positions in Q1 2020 and 43 closed out, a net change of -14 holders.
- The largest Morningstar buyer in Q1 2020 was Select Equity Group, an estimated $32.7M added.
- The largest Morningstar seller in Q1 2020 was Fidelity Investments, an estimated $29.1M sold.
Based on aggregated 13F filings for Q1 2020.