Morningstar
MORN
301 hedge funds and large institutions have $4.85B invested in Morningstar in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 112 increasing their positions, 102 reducing their positions, and 45 closing their positions.
10% more repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 102
0.97% more ownership
Funds ownership: 55.16% → 56.13% (+0.97%)
4% less capital invested
Capital invested by funds: $5.07B → $4.85B (-$225M)
5% less funds holding
Funds holding: 316 → 301 (-15)
29% less first-time investments, than exits
New positions opened: 32 | Existing positions closed: 45
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
64% less call options, than puts
Call options by funds: $934K | Put options by funds: $2.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$88.4M |
| 2 |
LIP
Liontrust Investment Partners
London,
United Kingdom
|
+$33M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$27.6M |
| 4 |
SEI Investments
Oaks,
Pennsylvania
|
+$9.61M |
| 5 |
JP Morgan Chase
New York
|
+$8.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$65.6M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$18.5M |
| 3 |
Millennium Management
New York
|
-$16.2M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$12.2M |
| 5 |
Goldman Sachs
New York
|
-$10.7M |
MORN Hedge Fund Activity: Q1 2023 in Review
301 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Morningstar (MORN) for Q1 2023, worth a combined $4.85B — down 4.4% from $5.07B a quarter earlier.
Sellers outnumbered buyers: 45 funds closed out of MORN and 32 opened new positions — a net loss of 13 holders — while 102 trimmed existing stakes and 112 added.
The largest buyer was Morgan Stanley, adding an estimated $88.4M. The largest seller was Artisan Partners, cutting an estimated $65.6M.
- 301 institutional investors held Morningstar (MORN) as of Q1 2023, down from 316 in Q4 2022.
- Funds reported $4.85B of Morningstar stock for Q1 2023, down 4.4% quarter-over-quarter.
- 32 funds opened new Morningstar positions in Q1 2023 and 45 closed out, a net change of -13 holders.
- The largest Morningstar buyer in Q1 2023 was Morgan Stanley, an estimated $88.4M added.
- The largest Morningstar seller in Q1 2023 was Artisan Partners, an estimated $65.6M sold.
Based on aggregated 13F filings for Q1 2023.