Morningstar, Inc.
Hedge Funds Holdings
Last updated:
Morningstar, Inc.‘s stocks are currently a part of 282 hedge funds’ portfolios, which represents 50.36% of the total amount of its stocks outstanding. This makes up a total of 21.60M shares of Morningstar, Inc.. Compared to the previous quarter, the number fell by -6.87% or -1.59M shares fewer. As for the holding position changes, 33.69% (95) of current hedge fund investors increased the number of shares held, 38.3% (108) of current holders sold a part of the shares held, and 11.7% (33) closed the holdings completely. 28 hedge funds are new holders of Morningstar, Inc. stock in Q3 2022, it is 9.93% of total holders.
Hedge funds holding Morningstar (Q4 2017 – Q3 2022)
| Q4 2017 | 180 |
|---|---|
| Q1 2018 | 175 |
| Q2 2018 | 196 |
| Q3 2018 | 228 |
| Q4 2018 | 221 |
| Q1 2019 | 234 |
| Q2 2019 | 231 |
| Q3 2019 | 241 |
| Q4 2019 | 237 |
| Q1 2020 | 219 |
| Q2 2020 | 247 |
| Q3 2020 | 265 |
| Q4 2020 | 296 |
| Q1 2021 | 304 |
| Q2 2021 | 291 |
| Q3 2021 | 313 |
| Q4 2021 | 337 |
| Q1 2022 | 326 |
| Q2 2022 | 313 |
| Q3 2022 | 282 |
Hedge funds changes in Morningstar positions (Q4 2017 – Q3 2022)
| Q4 2017 | 39 | 56 | 49 | 10 | 26 |
|---|---|---|---|---|---|
| Q1 2018 | 17 | 67 | 57 | 20 | 14 |
| Q2 2018 | 31 | 61 | 75 | 9 | 20 |
| Q3 2018 | 42 | 76 | 76 | 10 | 24 |
| Q4 2018 | 23 | 77 | 83 | 30 | 8 |
| Q1 2019 | 42 | 80 | 79 | 26 | 7 |
| Q2 2019 | 33 | 71 | 89 | 30 | 8 |
| Q3 2019 | 29 | 93 | 69 | 20 | 30 |
| Q4 2019 | 33 | 77 | 86 | 31 | 10 |
| Q1 2020 | 28 | 84 | 77 | 44 | -14 |
| Q2 2020 | 52 | 82 | 83 | 21 | 9 |
| Q3 2020 | 43 | 102 | 72 | 25 | 23 |
| Q4 2020 | 55 | 79 | 113 | 24 | 25 |
| Q1 2021 | 48 | 97 | 106 | 38 | 15 |
| Q2 2021 | 26 | 116 | 89 | 40 | 20 |
| Q3 2021 | 41 | 94 | 116 | 16 | 46 |
| Q4 2021 | 59 | 101 | 127 | 35 | 15 |
| Q1 2022 | 37 | 127 | 106 | 44 | 12 |
| Q2 2022 | 29 | 106 | 124 | 38 | 16 |
| Q3 2022 | 28 | 95 | 108 | 33 | 18 |
Hedge funds changes in Morningstar stock options (Q4 2017 – Q3 2022)
| Q4 2017 | 1,775,000 | 19,000 |
|---|---|---|
| Q1 2018 | 3,985,000 | 4,912,000 |
| Q2 2018 | 7,963,000 | 3,808,000 |
| Q3 2018 | 6,472,000 | 4,961,000 |
| Q4 2018 | 2,175,000 | 12,280,000 |
| Q1 2019 | 8,479,000 | 5,910,000 |
| Q2 2019 | 2,574,000 | 723,000 |
| Q3 2019 | 3,127,000 | 2,016,000 |
| Q4 2019 | 6,506,000 | 1,589,000 |
| Q1 2020 | 1,476,000 | 513,000 |
| Q2 2020 | 1,424,000 | 846,000 |
| Q3 2020 | 2,120,000 | 819,000 |
| Q4 2020 | 6,993,000 | 7,780,000 |
| Q1 2021 | 8,213,000 | 7,111,000 |
| Q2 2021 | 2,622,000 | 2,572,000 |
| Q3 2021 | 4,481,000 | 5,750,000 |
| Q4 2021 | 8,242,000 | 17,202,000 |
| Q1 2022 | 8,714,000 | 47,531,000 |
| Q2 2022 | 8,291,000 | 32,041,000 |
| Q3 2022 | 4,500,000 | 16,306,000 |