Morningstar
MORN
340 hedge funds and large institutions have $7.92B invested in Morningstar in 2021 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 101 increasing their positions, 129 reducing their positions, and 33 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 4 → 8 (+4)
76% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 33
36% more capital invested
Capital invested by funds: $5.83B → $7.92B (+$2.09B)
7% more funds holding
Funds holding: 317 → 340 (+23)
1.5% more ownership
Funds ownership: 52.21% → 53.71% (+1.5%)
22% less repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 129
52% less call options, than puts
Call options by funds: $8.24M | Put options by funds: $17.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Select Equity Group
New York
|
+$213M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$116M |
| 3 |
JP Morgan Chase
New York
|
+$30.3M |
| 4 |
ECM
Engle Capital Management
Greenwich,
Connecticut
|
+$21.5M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$15.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$51.3M |
| 2 |
Millennium Management
New York
|
-$28.8M |
| 3 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
-$26.4M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$16.9M |
| 5 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$12.3M |
MORN Hedge Fund Activity: Q4 2021 in Review
340 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Morningstar (MORN) for Q4 2021, worth a combined $7.92B — up 36% from $5.83B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new MORN positions and 33 closed out — a net gain of 25 holders — while 101 added to existing stakes and 129 trimmed.
The largest buyer was Select Equity Group, adding an estimated $213M. The largest seller was Wells Fargo, cutting an estimated $51.3M.
- 340 institutional investors held Morningstar (MORN) as of Q4 2021, up from 317 in Q3 2021.
- Funds reported $7.92B of Morningstar stock for Q4 2021, up 36% quarter-over-quarter.
- 58 funds opened new Morningstar positions in Q4 2021 and 33 closed out, a net change of +25 holders.
- The largest Morningstar buyer in Q4 2021 was Select Equity Group, an estimated $213M added.
- The largest Morningstar seller in Q4 2021 was Wells Fargo, an estimated $51.3M sold.
Based on aggregated 13F filings for Q4 2021.