Morningstar
MORN
313 hedge funds and large institutions have $4.97B invested in Morningstar in 2022 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 108 increasing their positions, 116 reducing their positions, and 42 closing their positions.
0.56% more ownership
Funds ownership: 54.78% → 55.34% (+0.56%)
7% less repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 116
3% less funds holding
Funds holding: 324 → 313 (-11)
12% less capital invested
Capital invested by funds: $5.65B → $4.97B (-$677M)
24% less first-time investments, than exits
New positions opened: 32 | Existing positions closed: 42
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
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
313 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Morningstar (MORN) for Q3 2022, worth a combined $4.97B — down 12% from $5.65B a quarter earlier.
Sellers outnumbered buyers: 42 funds closed out of MORN and 32 opened new positions — a net loss of 10 holders — while 116 trimmed existing stakes and 108 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.
- 313 institutional investors held Morningstar (MORN) as of Q3 2022, down from 324 in Q2 2022.
- Funds reported $4.97B of Morningstar stock for Q3 2022, down 12% quarter-over-quarter.
- 32 funds opened new Morningstar positions in Q3 2022 and 42 closed out, a net change of -10 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.