MORN Morningstar Inc

NASDAQ
$191.02

Morningstar Inc (MORN) Hedge Fund Activity

This view isolates hedge funds from the broader institutional ownership shown on the Institutional tab. A pension fund tracking an index may have no view on a stock; when a hedge fund builds or exits a position, that decision can carry information. This page measures those changes. Positions as of June 30, 2026.

Based on quarterly 13F long-equity filings. Changes compare reported quarter-end positions; filings can be reported up to 45 days later and do not represent a fund's complete exposure.

Hedge fund breadth
-24.32
14 buyers / 23 sellers
SELLING
Funds compared
37
funds with comparable MORN positions
24 current holders · 34 prior-quarter holders
Net share change
-814.3K
+1.03M added, -1.84M cut
Position activity
3 new 11 increased 10 reduced 13 exited

Most significant moves

Ranked by conviction, not size — how much of the fund's own book the position represents, how far it moved, and what kind of fund made it.

Fund Action Shares changed Change Est. value Portfolio wt. Score
Select Equity Group Long/Short Growth Sold Out -637.7K -100.0% $99.5M 0.0% 67
Bridgewater Associates Quant Macro New +4.2K $662.9K 0.0% 61
Kensico Capital Management Long/Short Value Increased +149.1K +110.4% $23.3M 0.8% 60
Qube Research & Technologies Ltd Quant Sold Out -139.9K -100.0% $21.8M 0.0% 59
Holocene Advisors, LP Sold Out -26.0K -100.0% $4.1M 0.0% 58
Squarepoint Ops LLC Quant New +47.7K $7.4M 0.0% 57
Capula Management Quant Macro Sold Out -2.8K -100.0% $430.6K 0.0% 56
Magnetar Capital Event Quant Sold Out -4.6K -100.0% $721.0K 0.0% 55
Walleye Capital Long/Short Quant Sold Out -20.2K -100.0% $3.1M 0.0% 53
AQR Capital Management Long/Short Quant Increased +680.8K +109.2% $106.2M 0.1% 53

Most significant buyers

By move score, not size.

  • Bridgewater Associates New · +4.2K
  • Kensico Capital Management Increased · +149.1K
  • Squarepoint Ops LLC New · +47.7K
  • AQR Capital Management Increased · +680.8K
  • MARSHALL WACE, LLP Increased · +10.5K

Most significant sellers

By move score, not size.

  • Select Equity Group Sold Out · -637.7K
  • Qube Research & Technologies Ltd Sold Out · -139.9K
  • Holocene Advisors, LP Sold Out · -26.0K
  • Capula Management Sold Out · -2.8K
  • Magnetar Capital Sold Out · -4.6K

Hedge fund positions

Fund Tier Shares Previous Change Change % Portfolio wt. Action Score
Select Equity Group 1 0 637.7K -637.7K -100.0% 0.0% Sold Out 67
Bridgewater Associates 1 4.2K 0 +4.2K 0.0% New 61
Kensico Capital Management 1 284.1K 135.0K +149.1K +110.4% 0.8% Increased 60
Qube Research & Technologies Ltd 2 0 139.9K -139.9K -100.0% 0.0% Sold Out 59
Holocene Advisors, LP 2 0 26.0K -26.0K -100.0% 0.0% Sold Out 58
Squarepoint Ops LLC 2 47.7K 0 +47.7K 0.0% New 57
Capula Management 2 0 2.8K -2.8K -100.0% 0.0% Sold Out 56
Magnetar Capital 2 0 4.6K -4.6K -100.0% 0.0% Sold Out 55
Walleye Capital 3 0 20.2K -20.2K -100.0% 0.0% Sold Out 53
AQR Capital Management 3 1.3M 623.6K +680.8K +109.2% 0.1% Increased 53
Trexquant Investment 3 0 29.3K -29.3K -100.0% 0.0% Sold Out 53
Point72 Asset Management, L.P. 1 32.8K 170.9K -138.2K -80.8% 0.0% Reduced 53
Armistice Capital 3 0 1.3K -1.3K -100.0% 0.0% Sold Out 53
ExodusPoint Capital Management 3 0 2.1K -2.1K -100.0% 0.0% Sold Out 52
MARSHALL WACE, LLP 2 21.1K 10.6K +10.5K +99.5% 0.0% Increased 52
Man Group 3 0 2.1K -2.1K -100.0% 0.0% Sold Out 52
Quinn Opportunity Partners 4 5.0K 0 +5.0K 0.0% New 49
CenterBook Partners 4 0 5.2K -5.2K -100.0% 0.0% Sold Out 49
Quadrature Capital 3 31.6K 1.9K +29.6K +1540.6% 0.1% Increased 49
Boothbay Fund Management 4 0 2.6K -2.6K -100.0% 0.0% Sold Out 49
Centiva Capital 4 0 1.6K -1.6K -100.0% 0.0% Sold Out 48
Tudor Investment Corporation 2 76.1K 40.0K +36.1K +90.2% 0.1% Increased 47
D. E. Shaw & Co., Inc. 1 5.6K 20.3K -14.8K -72.5% 0.0% Reduced 47
Y-Intercept 4 26.4K 9.6K +16.8K +175.6% 0.1% Increased 45
Engineers Gate 4 40.0K 14.2K +25.8K +182.2% 0.1% Increased 44
RENAISSANCE TECHNOLOGIES LLC 1 238.8K 448.9K -210.1K -46.8% 0.1% Reduced 44
Brevan Howard Capital Management 3 9.5K 4.3K +5.2K +120.2% 0.0% Increased 43
TWO SIGMA INVESTMENTS, LP 2 484.2K 859.5K -375.2K -43.7% 0.1% Reduced 43
MILLENNIUM MANAGEMENT LLC 2 162.6K 323.0K -160.4K -49.7% 0.0% Reduced 43
Quantbot Technologies 4 13.6K 368 +13.2K +3596.2% 0.1% Increased 42
WORLDQUANT MILLENNIUM ADVISORS LLC 2 15.9K 35.8K -19.9K -55.5% 0.0% Reduced 41
CITADEL ADVISORS LLC 1 27.9K 23.7K +4.3K +18.0% 0.0% Increased 31
Schonfeld Strategic Advisors 3 14.9K 21.8K -6.9K -31.6% 0.0% Reduced 30
Gotham Asset Management, LLC 2 142.3K 169.6K -27.3K -16.1% 0.1% Reduced 30
Voloridge Investment Management 2 162.1K 177.9K -15.8K -8.9% 0.1% Reduced 27
Caxton Associates 3 24.2K 25.0K -741 -3.0% 0.1% Reduced 23
Capital Fund Management 3 69.1K 67.2K +1.9K +2.8% 0.1% Increased 23

Every fund above opens. Subscribers can see any manager's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.

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Hedge funds are identified from their 13F filings, which are due 45 days after quarter end and cover long U.S.-listed equity positions only. A fund's short book never appears, so a reduced position can mean a changed view or a changed hedge — the filing doesn't say which.