Morningstar
MORN
410 hedge funds and large institutions have $8.25B invested in Morningstar in 2024 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 165 increasing their positions, 105 reducing their positions, and 32 closing their positions.
262% more call options, than puts
Call options by funds: $5.55M | Put options by funds: $1.53M
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
75% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 32
57% more repeat investments, than reductions
Existing positions increased: 165 | Existing positions reduced: 105
8% more capital invested
Capital invested by funds: $7.63B → $8.25B (+$614M)
5% more funds holding
Funds holding: 392 → 410 (+18)
0.04% more ownership
Funds ownership: 60.33% → 60.37% (+0.04%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$54.4M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$31.8M |
| 3 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$26.4M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$22.4M |
| 5 |
BFM
Boston Financial Management
Boston,
Massachusetts
|
+$19.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Select Equity Group
New York
|
-$210M |
| 2 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$26.7M |
| 3 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$23.6M |
| 4 |
Bank of New York Mellon
New York
|
-$14M |
| 5 |
JP Morgan Chase
New York
|
-$13M |
MORN Hedge Fund Activity: Q3 2024 in Review
410 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Morningstar (MORN) for Q3 2024, worth a combined $8.25B — up 8% from $7.63B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new MORN positions and 32 closed out — a net gain of 24 holders — while 165 added to existing stakes and 105 trimmed.
The largest buyer was Millennium Management, adding an estimated $54.4M. The largest seller was Select Equity Group, cutting an estimated $210M.
- 410 institutional investors held Morningstar (MORN) as of Q3 2024, up from 392 in Q2 2024.
- Funds reported $8.25B of Morningstar stock for Q3 2024, up 8% quarter-over-quarter.
- 56 funds opened new Morningstar positions in Q3 2024 and 32 closed out, a net change of +24 holders.
- The largest Morningstar buyer in Q3 2024 was Millennium Management, an estimated $54.4M added.
- The largest Morningstar seller in Q3 2024 was Select Equity Group, an estimated $210M sold.
Based on aggregated 13F filings for Q3 2024.