Morningstar
MORN
301 hedge funds and large institutions have $4.91B invested in Morningstar in 2020 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 80 increasing their positions, 115 reducing their positions, and 23 closing their positions.
143% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 23
49% more capital invested
Capital invested by funds: $3.3B → $4.91B (+$1.61B)
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
12% more funds holding
Funds holding: 269 → 301 (+32)
1.59% more ownership
Funds ownership: 47.92% → 49.52% (+1.6%)
10% less call options, than puts
Call options by funds: $6.99M | Put options by funds: $7.78M
30% less repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 115
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Select Equity Group
New York
|
+$330M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$38.8M |
| 3 |
IAM
Iridian Asset Management
Westport,
Connecticut
|
+$27.7M |
| 4 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$14.8M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$13.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$49.8M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$41.9M |
| 3 |
Mawer Investment Management
Calgary,
Alberta, Canada
|
-$41.8M |
| 4 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
-$35M |
| 5 |
JP Morgan Chase
New York
|
-$29.2M |
MORN Hedge Fund Activity: Q4 2020 in Review
301 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Morningstar (MORN) for Q4 2020, worth a combined $4.91B — up 49% from $3.3B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new MORN positions and 23 closed out — a net gain of 33 holders — while 80 added to existing stakes and 115 trimmed.
The largest buyer was Select Equity Group, adding an estimated $330M. The largest seller was Champlain Investment Partners, exiting entirely with an estimated $49.8M sold.
- 301 institutional investors held Morningstar (MORN) as of Q4 2020, up from 269 in Q3 2020.
- Funds reported $4.91B of Morningstar stock for Q4 2020, up 49% quarter-over-quarter.
- 56 funds opened new Morningstar positions in Q4 2020 and 23 closed out, a net change of +33 holders.
- The largest Morningstar buyer in Q4 2020 was Select Equity Group, an estimated $330M added.
- The largest Morningstar seller in Q4 2020 was Champlain Investment Partners, an estimated $49.8M sold.
Based on aggregated 13F filings for Q4 2020.