Morningstar
MORN
311 hedge funds and large institutions have $4.99B invested in Morningstar in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 107 increasing their positions, 116 reducing their positions, and 43 closing their positions.
0.55% more ownership
Funds ownership: 54.78% → 55.33% (+0.55%)
8% less repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 116
4% less funds holding
Funds holding: 324 → 311 (-13)
12% less capital invested
Capital invested by funds: $5.67B → $4.99B (-$681M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
28% less first-time investments, than exits
New positions opened: 31 | Existing positions closed: 43
77% less call options, than puts
Call options by funds: $4.5M | Put options by funds: $19.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$98.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$53.9M |
| 3 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$8.38M |
| 4 |
Man Group
London,
United Kingdom
|
+$7.97M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$7.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$52.4M |
| 2 |
Select Equity Group
New York
|
-$22.1M |
| 3 |
PG
Pendal Group
Sydney,
Australia
|
-$17.2M |
| 4 |
ESCM
Echo Street Capital Management
New York
|
-$12.4M |
| 5 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$12M |
MORN Hedge Fund Activity: Q3 2022 in Review
311 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Morningstar (MORN) for Q3 2022, worth a combined $4.99B — down 12% from $5.67B a quarter earlier.
Sellers outnumbered buyers: 43 funds closed out of MORN and 31 opened new positions — a net loss of 12 holders — while 116 trimmed existing stakes and 107 added.
The largest buyer was Millennium Management, opening a new position worth an estimated $98.1M. The largest seller was Fidelity Investments, cutting an estimated $52.4M.
- 311 institutional investors held Morningstar (MORN) as of Q3 2022, down from 324 in Q2 2022.
- Funds reported $4.99B of Morningstar stock for Q3 2022, down 12% quarter-over-quarter.
- 31 funds opened new Morningstar positions in Q3 2022 and 43 closed out, a net change of -12 holders.
- The largest Morningstar buyer in Q3 2022 was Millennium Management, an estimated $98.1M added.
- The largest Morningstar seller in Q3 2022 was Fidelity Investments, an estimated $52.4M sold.
Based on aggregated 13F filings for Q3 2022.