Morningstar
MORN
308 hedge funds and large institutions have $4.83B invested in Morningstar in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 100 increasing their positions, 106 reducing their positions, and 38 closing their positions.
24% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 38
15% more call options, than puts
Call options by funds: $8.21M | Put options by funds: $7.11M
2% more funds holding
Funds holding: 301 → 308 (+7)
0.54% more ownership
Funds ownership: 49.52% → 50.05% (+0.54%)
2% less capital invested
Capital invested by funds: $4.91B → $4.83B (-$77M)
6% less repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 106
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Select Equity Group
New York
|
+$195M |
| 2 |
PG
Pendal Group
Sydney,
Australia
|
+$104M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$73M |
| 4 |
ESCM
Echo Street Capital Management
New York
|
+$65.7M |
| 5 |
BlackRock
New York
|
+$19.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
-$49.1M |
| 2 |
Mawer Investment Management
Calgary,
Alberta, Canada
|
-$48.1M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$44.2M |
| 4 |
IAM
Iridian Asset Management
Westport,
Connecticut
|
-$34.2M |
| 5 |
BTW
Boston Trust Walden
Boston,
Massachusetts
|
-$28.9M |
MORN Hedge Fund Activity: Q1 2021 in Review
308 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Morningstar (MORN) for Q1 2021, worth a combined $4.83B — down 1.6% from $4.91B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new MORN positions and 38 closed out — a net gain of 9 holders — while 100 added to existing stakes and 106 trimmed.
The largest buyer was Select Equity Group, adding an estimated $195M. The largest seller was Atlanta Capital Management, cutting an estimated $49.1M.
- 308 institutional investors held Morningstar (MORN) as of Q1 2021, up from 301 in Q4 2020.
- Funds reported $4.83B of Morningstar stock for Q1 2021, down 1.6% quarter-over-quarter.
- 47 funds opened new Morningstar positions in Q1 2021 and 38 closed out, a net change of +9 holders.
- The largest Morningstar buyer in Q1 2021 was Select Equity Group, an estimated $195M added.
- The largest Morningstar seller in Q1 2021 was Atlanta Capital Management, an estimated $49.1M sold.
Based on aggregated 13F filings for Q1 2021.