Morningstar
MORN
324 hedge funds and large institutions have $5.67B invested in Morningstar in 2022 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 106 increasing their positions, 126 reducing their positions, and 39 closing their positions.
0.16% more ownership
Funds ownership: 54.62% → 54.78% (+0.16%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
3% less funds holding
Funds holding: 335 → 324 (-11)
12% less capital invested
Capital invested by funds: $6.41B → $5.67B (-$740M)
16% less repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 126
18% less first-time investments, than exits
New positions opened: 32 | Existing positions closed: 39
74% less call options, than puts
Call options by funds: $8.29M | Put options by funds: $32M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$134M |
| 2 |
Morgan Stanley
New York
|
+$28M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
+$22.9M |
| 4 |
PIMC
Praesidium Investment Management Company
New York
|
+$18.3M |
| 5 |
JP Morgan Chase
New York
|
+$13.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ESCM
Echo Street Capital Management
New York
|
-$112M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$20.5M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$15.9M |
| 4 |
ECM
Engle Capital Management
Greenwich,
Connecticut
|
-$15.6M |
| 5 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$14.4M |
MORN Hedge Fund Activity: Q2 2022 in Review
324 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Morningstar (MORN) for Q2 2022, worth a combined $5.67B — down 12% from $6.41B a quarter earlier.
Sellers outnumbered buyers: 39 funds closed out of MORN and 32 opened new positions — a net loss of 7 holders — while 126 trimmed existing stakes and 106 added.
The largest buyer was Bank of America, adding an estimated $134M. The largest seller was Echo Street Capital Management, cutting an estimated $112M.
- 324 institutional investors held Morningstar (MORN) as of Q2 2022, down from 335 in Q1 2022.
- Funds reported $5.67B of Morningstar stock for Q2 2022, down 12% quarter-over-quarter.
- 32 funds opened new Morningstar positions in Q2 2022 and 39 closed out, a net change of -7 holders.
- The largest Morningstar buyer in Q2 2022 was Bank of America, an estimated $134M added.
- The largest Morningstar seller in Q2 2022 was Echo Street Capital Management, an estimated $112M sold.
Based on aggregated 13F filings for Q2 2022.