Morningstar
MORN
295 hedge funds and large institutions have $5.62B invested in Morningstar in 2021 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 118 increasing their positions, 90 reducing their positions, and 39 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
31% more repeat investments, than reductions
Existing positions increased: 118 | Existing positions reduced: 90
16% more capital invested
Capital invested by funds: $4.83B → $5.62B (+$791M)
2% more call options, than puts
Call options by funds: $2.62M | Put options by funds: $2.57M
0.87% more ownership
Funds ownership: 50.05% → 50.93% (+0.87%)
4% less funds holding
Funds holding: 308 → 295 (-13)
33% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 39
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Select Equity Group
New York
|
+$138M |
| 2 |
PIMC
Praesidium Investment Management Company
New York
|
+$57M |
| 3 |
ESCM
Echo Street Capital Management
New York
|
+$40.2M |
| 4 |
State Street
Boston,
Massachusetts
|
+$17.1M |
| 5 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$15.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$103M |
| 2 |
BAMCO Inc
New York
|
-$20.5M |
| 3 |
New York State Common Retirement Fund
Albany,
New York
|
-$15.8M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
-$14M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$13.9M |
MORN Hedge Fund Activity: Q2 2021 in Review
295 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Morningstar (MORN) for Q2 2021, worth a combined $5.62B — up 16% from $4.83B a quarter earlier.
Sellers outnumbered buyers: 39 funds closed out of MORN and 26 opened new positions — a net loss of 13 holders — while 90 trimmed existing stakes and 118 added.
The largest buyer was Select Equity Group, adding an estimated $138M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $103M.
- 295 institutional investors held Morningstar (MORN) as of Q2 2021, down from 308 in Q1 2021.
- Funds reported $5.62B of Morningstar stock for Q2 2021, up 16% quarter-over-quarter.
- 26 funds opened new Morningstar positions in Q2 2021 and 39 closed out, a net change of -13 holders.
- The largest Morningstar buyer in Q2 2021 was Select Equity Group, an estimated $138M added.
- The largest Morningstar seller in Q2 2021 was Kayne Anderson Rudnick Investment Management, an estimated $103M sold.
Based on aggregated 13F filings for Q2 2021.