Morningstar
MORN
353 hedge funds and large institutions have $7.22B invested in Morningstar in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 111 increasing their positions, 130 reducing their positions, and 20 closing their positions.
165% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 20
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
17% more capital invested
Capital invested by funds: $6.17B → $7.22B (+$1.05B)
9% more funds holding
Funds holding: 324 → 353 (+29)
2.61% less ownership
Funds ownership: 61.7% → 59.09% (-2.6%)
15% less repeat investments, than reductions
Existing positions increased: 111 | Existing positions reduced: 130
44% less call options, than puts
Call options by funds: $12.4M | Put options by funds: $22.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$41.8M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$21.4M |
| 3 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$17.9M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$17.7M |
| 5 |
State Street
Boston,
Massachusetts
|
+$7.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Select Equity Group
New York
|
-$160M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$50.3M |
| 3 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$30.3M |
| 4 |
Goldman Sachs
New York
|
-$29.1M |
| 5 |
National Bank of Canada
Montreal,
Quebec, Canada
|
-$26.6M |
MORN Hedge Fund Activity: Q4 2023 in Review
353 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Morningstar (MORN) for Q4 2023, worth a combined $7.22B — up 17% from $6.17B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new MORN positions and 20 closed out — a net gain of 33 holders — while 111 added to existing stakes and 130 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $41.8M. The largest seller was Select Equity Group, cutting an estimated $160M.
- 353 institutional investors held Morningstar (MORN) as of Q4 2023, up from 324 in Q3 2023.
- Funds reported $7.22B of Morningstar stock for Q4 2023, up 17% quarter-over-quarter.
- 53 funds opened new Morningstar positions in Q4 2023 and 20 closed out, a net change of +33 holders.
- The largest Morningstar buyer in Q4 2023 was Wellington Management Group, an estimated $41.8M added.
- The largest Morningstar seller in Q4 2023 was Select Equity Group, an estimated $160M sold.
Based on aggregated 13F filings for Q4 2023.