Morningstar
MORN
269 hedge funds and large institutions have $3.3B invested in Morningstar in 2020 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 103 increasing their positions, 72 reducing their positions, and 27 closing their positions.
159% more call options, than puts
Call options by funds: $2.12M | Put options by funds: $819K
70% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 27
43% more repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 72
13% more capital invested
Capital invested by funds: $2.93B → $3.3B (+$372M)
8% more funds holding
Funds holding: 250 → 269 (+19)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.66% less ownership
Funds ownership: 48.59% → 47.92% (-0.66%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$27.8M |
| 2 |
Millennium Management
New York
|
+$20.7M |
| 3 |
BBHC
Brown Brothers Harriman & Co
New York
|
+$17.2M |
| 4 |
Select Equity Group
New York
|
+$15.3M |
| 5 |
Bank of New York Mellon
New York
|
+$9.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$26.4M |
| 2 |
VOYA Investment Management
Atlanta,
Georgia
|
-$13.9M |
| 3 |
MAM
Martingale Asset Management
Boston,
Massachusetts
|
-$13.5M |
| 4 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$13.3M |
| 5 |
GGPE
Golden Gate Private Equity
San Francisco,
California
|
-$12.5M |
MORN Hedge Fund Activity: Q3 2020 in Review
269 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Morningstar (MORN) for Q3 2020, worth a combined $3.3B — up 13% from $2.93B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new MORN positions and 27 closed out — a net gain of 19 holders — while 103 added to existing stakes and 72 trimmed.
The largest buyer was Wasatch Advisors, adding an estimated $27.8M. The largest seller was Fidelity Investments, cutting an estimated $26.4M.
- 269 institutional investors held Morningstar (MORN) as of Q3 2020, up from 250 in Q2 2020.
- Funds reported $3.3B of Morningstar stock for Q3 2020, up 13% quarter-over-quarter.
- 46 funds opened new Morningstar positions in Q3 2020 and 27 closed out, a net change of +19 holders.
- The largest Morningstar buyer in Q3 2020 was Wasatch Advisors, an estimated $27.8M added.
- The largest Morningstar seller in Q3 2020 was Fidelity Investments, an estimated $26.4M sold.
Based on aggregated 13F filings for Q3 2020.